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

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  • Perennial Wealth

    Saltford
    FCA verified
    Truly independent financial advice tailored to your needs.
    100
    £250k+
    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
  • Hartsfield Financial Services

    Clutton
    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.
    1528
    £150k+
    Can help with
    Pensions & retirement
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  • Saltus Partners LLP

    Peasedown st john
    FCA verified
    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.
    449
    £250k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Keynsham
    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.
    1528
    £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.
    93
    £250k+
    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.
    17583
    £100k+
    Can help with
    Pensions & retirement
  • My Pension Expert

    Bath
    FCA verified
    We’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated, independent financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
    60
    £0+
    Can help with
    Pensions & retirement
  • Attivo

    Bath
    FCA verified
    We have a team of highly qualified people, and have chosen to remain independent as we think clients should have access to unbiased advice and products from the whole of the market. Stephen Harper Chairman of Attivo
    157
    £100k+
    Can help with
    Financial planning
  • Advice Rooms

    Bath
    FCA verified
    Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
    277
    £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.