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

Find the best FCA regulated financial advisers in Bath. Get expert help near you with pensions, investments, retirement planning and more

My Pension Expert

Bath

FCA verified

We’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.

Clients
helped

653

Minimum
wealth

£0+

Can help with

Pensions & retirement

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MPI Financial Advice

Bath

FCA verified

We provide a free update & advice service to help you understand your plans.

Clients
helped

8100

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Hartsfield Financial Services Ltd

Bath

FCA verified

We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.

Clients
helped

375

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Beesure Ltd

Bath

FCA verified

Providing independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.

Clients
helped

502

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

The Private Office

Bath

FCA verified

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

Clients
helped

38294

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Matheson Charles

Bath

FCA verified

We believe in a no pressure environment and therefore offer a no Obligation Promise. This is our promise that if you don’t wish to proceed with our recommendations, then you don’t pay any fees.

Clients
helped

397

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Ascot Lloyd

Bath

FCA verified

At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.

Clients
helped

1764

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Aisa Financial Planning

Bath

FCA verified

We work hard for those who care about outcomes with a focus on reassurance

Clients
helped

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Advice Rooms

Bath

FCA verified

Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.

Clients
helped

599

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Perennial Wealth

Bath

FCA verified

Truly independent financial advice tailored to your needs.

Clients
helped

137

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.