Are you an adviser? Go to Unbiased Pro
Login

Top 10 Independent (IFAs) & Restricted Financial Advisers in Chew Stoke

Find the best FCA regulated financial advisers in Chew Stoke. Get expert help near you with pensions, investments, retirement planning and more
Chew Stoke, Bath And North East Somerset, West Of England
Future Wealth Management

Future Wealth Management

Chew stoke
Initial consultation free
FCA verified
Restricted
We’re committed to long-term relationships built on trust, excellent service, and quality advice. Our aim is simple: to give you and your family financial peace of mind for generations.
Clients
helped
< 10
Minimum
wealth
£0+
Meet the team
Andrew Mortimore
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Evelyn Partners

Evelyn Partners

Chew magna
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
1086
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Synthesis Wealth Management

Synthesis Wealth Management

Chew magna
Initial consultation free
FCA verified
Independent
Our purpose is to help individuals and businesses make smarter, more informed financial decisions for a brighter future. Synthesis is a Chartered independent financial planning firm that uses technology to enhance value and outcomes for our clients.
Clients
helped
247
Minimum
wealth
£100k+
Meet the team
Jonathan Barnes
Samantha Skuse
Simon Honer
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Daniel O'Connor Abacus Advisers

Daniel O'Connor Abacus Advisers

Winford
Initial consultation free
FCA verified
Independent
A Chartered Independent Financial Adviser. An ex-serviceman and Bronze medal winning athlete for Team UK at the Invictus Games (2022). My fees can be on a percentage of portfolio basis or fixed fee for HNW clients. Creating savings for larger portfolios.
Clients
helped
27
Minimum
wealth
£500k+
Meet the team
Daniel O'Connor
Can help with
Pensions & retirement
Financial planning
Investments
Savings
J Edward Sellars & Partners Ltd

J Edward Sellars & Partners Ltd

Winford
Initial consultation free
FCA verified
Independent
Clients
helped
903
Minimum
wealth
£50k+
Meet the team
T
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
RBC Brewin Dolphin

RBC Brewin Dolphin

Bristol
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
11
Minimum
wealth
£250k+
Meet the team
J
E
A
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
Tom Henshaw - True Potential Wealth Management

Tom Henshaw - True Potential Wealth Management

Bristol
Initial consultation free
FCA verified
Restricted
Helping you navigate the murky world of our financial system and empowering you to harness technology to better reach your financial goals.
Clients
helped
55
Minimum
wealth
£250k+
Meet the team
Tom Henshaw
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Bianca Dupont Wealth Management

Bianca Dupont Wealth Management

Bristol
Initial consultation free
FCA verified
Restricted
I help people feel confident about their financial future through clear, personal advice. From investment planning & retirement strategy to protecting what matters most. My approach is thoughtful, long term and always focused on you.
Clients
helped
37
Minimum
wealth
£0+
Meet the team
Bianca Dupont
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Mortgages
Saltus Partners LLP

Saltus Partners LLP

Bristol
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1071
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Saltus Partners LLP

Saltus Partners LLP

Wrington
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1071
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers in Chew Stoke