Top 20 Independent Financial Advisers in Gloucestershire

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  • Raymond James Investment Services

    Gloucester
    Truly personal wealth and investment management services for a life well planned. As well as our usual face to face meetings we are offering online and telephone advice to support our clients.
    Recently Added
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tenet Financial Services

    Brockworth
    At Tenet Financial Services we have one goal – to help you achieve financial peace of mind. Our aim is to provide the advice you need and help ensure your finances are in the best possible place to match your individual circumstances and aspirations.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Blue Wealth

    Cheltenham
    Independent, chartered financial planners. We help you plan for the future.
    62
    £150k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Regal Independent Financial Services Ltd

    Charlton kings
    We will give first class advice and offer different levels of service to suit your requirements.
    19
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Baker Hudson Limited

    Dursley
    Our knowledgeable team can provide expert advice on Pensions, Investments, Protection, Mortgages, Inheritance Tax Planning and Equity Release.
    159
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield Financial Services Limited

    Northway
    We’re a team of independent financial planners based in Cheltenham. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    170
    £150k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Abacus Associates Financial Services Ltd - C/O Paul Smith

    West dean
    Independent whole of market advice with over 25 years experience specialising in retirement and investment advice. I generally advise clients wishing for retirement and investment advice.
    51
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Paul Taylor - Positive Solutions

    Gloucester
    More than 20 years experience helping people achieve their financial goals - everything from pensions to buying a home.
    74
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ascot Lloyd

    Gloucester
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    552
    £150k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield Financial Services Limited

    Cheltenham
    We’re a team of independent financial planners based in Cheltenham. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    170
    £150k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Highnam
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    15939
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mather and Murray Financial

    Cheltenham
    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
    1617
    £0+
    7.9
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Truly Independent

    Cheltenham
    Offering a free initial meeting, we provide independent regulated advice on pensions, investments and ethical/ESG financial planning. We take the stress out of investing, helping clients of all wealth levels across England and Wales.
    120
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Group Ltd

    Gloucester
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6639
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield Financial Services Limited

    Rodborough
    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

    Gloucester
    Clifton Financial Planning is a forward thinking team of experienced Independent Financial Advisers. offering valuable, independent and personalised financial advice.
    16
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Karl Thorpe - AFH Wealth Management LTD

    Charlton kings
    I provide fully independent, impartial financial planning advice to my clients. I take time to understand their circumstances, aspirations and financial planning objectives before working with them to help plan for and achieve their goals.
    10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield Financial Services Limited

    Cirencester
    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
  • Noble James Associates Ltd

    Stroud
    Established in 1999, we are privately owned and based in the town centre of Stroud, Gloucestershire.
    53
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Gloucester
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    15939
    £100k+
    9.2
    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.