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

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Total assets
My postcode
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  • 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
  • Perennial Wealth

    Saltford
    FCA verified
    Truly independent financial advice tailored to your needs.
    97
    £250k+
    Can help with
    Pensions & retirement
  • Informed Choice (South West) Limited

    Keynsham
    FCA verified
    15
    £100k+
    Can help with
    Pensions & retirement
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  • 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.
    1452
    £150k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Bitton
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10682
    £0+
    Can help with
    Pensions & retirement
  • Bradley Fry at Continuum Financial Services LLP

    Oldland
    FCA verified
    My aim is to provide a clear and uncomplicated financial planning experience in order to help you achieve your financial objectives.
    181
    £50k+
    Can help with
    Pensions & retirement
  • The Private Office

    Oldland
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face-to-face meeting we are offering online and telephone advice.
    27861
    £100k+
    Can help with
    Pensions & retirement
  • Saltus Partners LLP

    Oldland
    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.
    410
    £250k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Bitton
    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.
    1452
    £150k+
    Can help with
    Pensions & retirement
  • Beals Wealth Management.

    Bath
    FCA verified
    We are a Financial Services firm based in Hampshire, covering the South of England, celebrating 28 years in the industry. We offer a free, no-obligation initial consultation to discuss your financial needs; available by telephone, zoom, or face-to-face.
    500
    £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.

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