Top 20 Independent Financial Advisers in Portishead

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  • CT Financial Planning & Wealth Mangaement

    Portishead
    We offer an initial no obligation free of charge visit to discuss your needs.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kellands (Bristol) Limited

    Portishead
    12
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark Pugh at Abacus Financial Planning

    Portishead
    My aim is to educate clients in a straightforward manner that enables them to make informed decisions about their financial options.
    24
    £100k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sovereign Independent Financial Advisers Limited

    Weston in gordano
    Worried about how your business and retirement plans will be affected by the Covid-19 crisis? We're here to help. We're Chartered Financial Planners, providing independent financial advice to people in Thornbury, Bristol and the surrounding area.
    16
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Caple Banks Limited

    Portishead
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Clarke Robinson & Co Ltd

    Portishead
    Pensions in plain English
    < 10
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Medical Money Management

    Portishead
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sandringham Financial Partners Ltd

    Portishead
    Over twenty years financial experience at your fingertips - free initial consultation at a location of your choice.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Weston Associates IFA Limited

    Portishead
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Westview Financial Services Ltd

    Portishead
    Whether you're looking for a mortgage, protection or a full wealth management strategy, we can advise across the whole market.
    63
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • The Private Office

    Portishead
    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.
    36
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Continuum (Financial Services) LLP

    Portishead
    As a Continuum client you can expect unbiased & independent financial advice from a fully qualified financial adviser.
    24
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mike Smith IFA

    Tickenham
    I am a Chartered Independent Adviser
    18
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ascot Lloyd

    Portishead
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    12
    £50k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Legal & Medical Investments Ltd

    Portishead
    Fully qualified, specialist financial advisers offering unbiased, independent advice on the NHS Pension Scheme and your whole finances.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management LLP

    Pill and easton in gordano
    We put every client at the heart of what we do and believe the ongoing relationship with continued reviews after designing your financial future.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Nailsea Financial Services Limited

    Nailsea
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Nailsea
    With you every step of the way. Independent Advice for Companies and Individuals
    53
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Six Q Financial Planning Limited

    Clevedon
    Six Q Financial Planning provides independent financial planning and advice. Our purpose is to help you identify and achieve your aims and objectives.
    New adviser
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Positive Solutions (Financial Services Limited)

    Nailsea
    Positive Solutions is an organisation whose purpose is to help our clients understand, protect, and increase their assets.
    < 10
    £0+
    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.