Top 20 Independent Financial Advisers in Bath

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  • Flying Colours

    Bath
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
    86
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Crystal Wealth Management Ltd

    Bath
    Helping to create, enhance and preserve your wealth
    13
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Combined Financial Strategies Ltd

    Bath
    Combined Financial Strategies (CFS) is one of the UK’s leading independent financial advisers, offering award-winning advice on retirement planning, investments, tax efficiency, legacy planning and more.
    35
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Beesure Financial Planning

    Bath
    Invest yourself, Protect yourself, Bee yourself.
    24
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • CJ Hannan Ltd

    Bath
    52
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Bath
    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.
    20
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Insight Financial Advice Ltd

    Bath
    Plan for your future with confidence. We offer independent and unbiased advice, together with years of experience.
    45
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Bath
    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.
    20
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Adam McCarthy at True Potential Wealth Management

    Bath
    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.
    < 10
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • MHA Monahans Wealth Management

    Bath
    Our Chartered status is a reflection of the quality of independent financial advice we provide.
    < 10
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Beckford James LLP

    Bath
    We provide a structured approach to financial planning, giving clients confidence that they will achieve their financial goals.
    279
    £20k+
    8.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Synthesis Wealth Management

    Bath
    Our purpose is to help clients make intelligent money choices. We're independent and all our initial discovery meetings and analysis are without charge.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield

    Bath
    We’re a team of independent financial planners based in the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    66
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Frazer James

    Bath
    𝐏𝐞𝐧𝐬𝐢𝐨𝐧 & 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐄𝐱𝐩𝐞𝐫𝐭𝐬. Top-rated independent financial adviser. Chartered IFA & Certified Financial Planner. Helping you make smart decisions with your money. Evening & weekend appointments available. Free consultation.
    < 10
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Bath
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    16
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management LLP

    Bath
    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.
    54
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd

    Bath
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.
    22
    £50k+
    7.3
    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.