Top 20 Independent Financial Advisers in Bristol

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  • Continuum Financial Services LLP

    Bristol
    2020 - Voted Best Adviser Firm in the South-West & Wales - Professional Adviser Awards and Best Wealth Management Adviser - Bankhall Awards
    158
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Nicholls Stevens (Financial Services) Ltd

    Bristol
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Blue Wealth

    Bristol
    Chartered financial planners, independent, experts in pensions, investments and financial planning.
    62
    £150k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Hartsfield Financial Services Limited

    Bristol
    We’re a team of independent financial planners based in Bristol. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    171
    £150k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Clifton Financial Planning Ltd

    Bristol
    Clifton Financial Planning is a forward thinking team of experienced Independent Financial Advisers. offering valuable, independent and personalised financial advice.
    16
    £150k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Greg Charlton - True Potential Wealth Management

    Bristol
    I have over 15 years experience within the financial services industry, putting my clients ambitions and needs at the core of my advice. If you want clear, concise, straight-forward financial expertise and a guiding hand, please do get in touch.
    103
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Marc Lezar - PRG Financial Planners Ltd

    Bristol
    I will leave no stone unturned! I will strive to ensure you have peace of mind when it comes to your financial matters!
    46
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Montpellier Asset Management

    Bristol
    A trustworthy and diligent Wealth Management Company whose team have over 100 years experience in the financial planning sector.
    10
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield Financial Services Limited

    Bristol
    We’re a team of independent financial planners based in Bristol. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    172
    £150k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Scott Hanley at True Potential Wealth Management LLP

    Bristol
    Your financial interests, goals and aspirations are of paramount importance and are at the heart of any advice I give. I have a wealth of experience and can assist you with Pensions, including Defined Benefit transfers and Investment Wealth Management.
    192
    £150k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Jon Fry - Elite Financial Consulting Ltd

    Bristol
    30
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield Financial Services Limited

    Bristol
    We’re a team of independent financial planners based in Bristol. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    172
    £150k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield Financial Services Limited

    Bristol
    We’re a team of independent financial planners based in Bristol. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    172
    £150k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield Financial Services Limited

    Bristol
    We’re a team of independent financial planners based in Bristol. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    171
    £150k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lisa Anderson at Continuum

    Bristol
    I am dedicated to achieving successful outcomes for my clients. My mission is to bring a lifetime financial planning experience, where the advice is uncomplicated, clear and at all times meaningful.
    15
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Neales Financial Management Ltd

    Bristol
    Let us help you plan for the future
    67
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Generational Wealth Management

    Bristol
    Working with individuals, families & business owners to help them understand and achieve their financial goals.
    10
    £0+
    7.9
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield Financial Services Limited

    Bristol
    We’re a team of independent financial planners based in Bristol. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    171
    £150k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rathmore Financial Limited

    Bristol
    Floyd Fombo APFS (Bristol) In his 18 years in the industry, Floyd has developed an impressive CV. He achieved the status of Chartered Financial Planner and is Bristol’s longest serving independent, Society of Later Life Advisers - SOLLA member.
    143
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Morgans Limited

    Bristol
    Independence, Expertise, Excellence Providing high quality Independent Financial Advice for over 50 years.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.