Top 10 Independent (IFAs) & Restricted Financial Advisers in South Twerton

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  • 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.
    16
    £0+
    Can help with
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Bath
    FCA verified
    We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
    4245
    £0+
    Can help with
    Pensions & retirement
  • Flying Colours

    Bath
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    17196
    £100k+
    Can help with
    Pensions & retirement
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  • Perennial Wealth

    Bath
    FCA verified
    Truly independent financial advice tailored to your needs.
    96
    £250k+
    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.
    1413
    £150k+
    Can help with
    Pensions & retirement
  • Quilter Cheviot Financial Planning (South West)

    Bath
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    81
    £250k+
    Can help with
    Pensions & retirement
  • Truly Independent

    Bath
    FCA verified
    With a free initial consultation I provide independent financial advice. As a Top Rated Adviser for 2023 & 2024 I remove the stress from pensions, retirement and investment planning, helping clients of all wealth levels right across the UK.
    234
    £50k+
    Can help with
    Pensions & retirement
  • J Edward Sellars & Partners Ltd

    Bath
    FCA verified
    574
    £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.
    481
    £0+
    Can help with
    Pensions & retirement
  • Advice Rooms

    Bath
    FCA verified
    Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
    216
    £50k+
    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.