Top 10 Independent (IFAs) & Restricted Financial Advisers in Kelston

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  • Kellands

    Saltford
    FCA verified
    Experts in investments and pensions. We pride ourselves on offering a personal service. Call us for a no obligation discussion.
    < 10
    £50k+
    Can help with
    Pensions & retirement
  • AISA Retirement Planning

    Saltford
    FCA verified
    We offer independent financial advice in areas such as Pensions and Investments. Specialist experience in tax efficient planning strategies such as Inheritance Tax and the sale of a business. Part of the award-winning AISA group, established in 1998.
    < 10
    £50k+
    Can help with
    Pensions & retirement
  • Centurion Wealth Management

    Corston
    FCA verified
    We provide impartial, whole-of-market financial advice to ensure your finances work as hard as they possibly can for you.
    < 10
    £250k+
    Can help with
    Financial planning
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  • Perennial Wealth

    Saltford
    FCA verified
    Truly independent financial advice tailored to your needs.
    88
    £250k+
    Can help with
    Pensions & retirement
  • Informed Choice (South West) Limited

    Keynsham
    FCA verified
    15
    £100k+
    Can help with
    Pensions & retirement
  • Beals Mortgage & Financial Services

    Bath
    FCA verified
    We are a Financial Services business celebrating 28 years in business. The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, our aim is to pave the way for a more secure financial future for you.
    368
    £0+
    Can help with
    Pensions & retirement
  • Mike Coram Associates

    Bath
    FCA verified
    Professional and friendly family firm for three generations, offering independent advice tailored to your specific needs.
    < 10
    £0+
    Can help with
    Pensions & retirement
  • CarterDawes IFA Solutions

    Bath
    FCA verified
    Helping you plan for your financial future and make those important decisions in life with a holistic approach. I offer bespoke financial advice, believing one size doesn't fit all.
    15
    £0+
    Can help with
    Pensions & retirement
  • Hartsfield

    Bath
    FCA verified
    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.
    93
    £150k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Bath
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1340
    £150k+
    Can help with
    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.