Top 20 Independent Financial Advisers in Bristol

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  • Continuum (Financial Services) LLP

    Bristol
    After working with me you will feel more confident, more in control and more focused when it comes to planning your future. Working together we will develop your own financial route map and empower you with the tools to make your journey a success.
    38
    £20k+
    8.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management LLP

    Bristol
    We are actually based here in Bath. We are financially secure with £14.2bn assets under management. Our aim is to help clients to understand and plan a financial future. We simplify the complex and focus on the individual instead of the product.
    57
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management LLP

    Bristol
    We put every client at the heart of what we do and believe the ongoing relationship with continued reviews after designing your financial future.
    13
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Academy Associates Wealth Management Ltd

    Bristol
    Independent Financial Advisers providing advice on Investments, Pensions and specialising in helping clients choose the right income vehicle at retirement..
    18
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mazars Financial Planning Limited

    Bristol
    We aim to be your "trusted adviser" - the adviser you turn to for considered advice, innovative ideas and tailored-solutions.
    17
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Adam McCarthy at True Potential Wealth Management

    Bristol
    I put my clients interests and financial goals absolutely at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    11
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Frazer James

    Bristol
    Pension & investment experts based in Bristol. Independent Financial Adviser of the Year, South West. Chartered IFA & Certified Financial Planner based in bristol. Helping clients achieve financial security & clarity. Free Consultation Available.
    29
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sovereign Independent Financial Advisers Limited

    Bristol
    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.
    10
    £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.
    New adviser
    £50k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Domus Financial Services

    Bristol
    Working with you to achieve your financial goals and giving you the peace of mind and freedom that comes with financial security and stability.
    16
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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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
    136
    £20k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield

    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.
    449
    £50k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Comera Financial Consulting

    Bristol
    Unique financial advisers who use original, resourceful thinking. We work closely with our clients to understand and achieve their goals.
    73
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Synthesis Wealth Management

    Bristol
    Our purpose is to help clients make intelligent money choices. We're independent and all our initial discovery meetings and analysis are without charge.
    12
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Invest Southwest

    Bristol
    Award Winning Top rated Independent Financial Advisers. We research the best solutions from the entire market.
    84
    £20k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hiren C. Patel - Alexander House Financial Planning Ltd

    Bristol
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    36
    £50k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Windsor Financial Planning Ltd

    Bristol
    Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.
    < 10
    £50k+
    9.0
    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+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • John Gaulton Independent Financial Advisors

    Bristol
    Putting our clients' interests first, a highly personal service - straightforward understandable advice to make the most of your money.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Insight Financial Advice Ltd

    Bristol
    Plan for your future with confidence. We offer independent and unbiased advice, together with years of experience.
    38
    £100k+
    9.0
    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.