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Top 10 Independent (IFAs) & Restricted Financial Advisers in City Centre

Find the best FCA regulated financial advisers in City Centre. Get expert help near you with pensions, investments, retirement planning and more
City Centre, Bristol, City Of Bristol, West Of England
Octopus Money

Octopus Money

Bristol
Initial consultation free
FCA verified
Restricted
You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.
Clients
helped
98
Minimum
wealth
£250k+
Meet the team
Owen Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Perennial Wealth

Perennial Wealth

Bristol
Initial consultation free
FCA verified
Independent
Truly independent financial advice tailored to your needs.
Clients
helped
140
Minimum
wealth
£500k+
Meet the team
Dale Ainsley
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Evelyn Partners

Evelyn Partners

Bristol
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
924
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
M&G Advice

M&G Advice

Bristol
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2176
Minimum
wealth
£0+
Meet the team
L
Can help with
Investments
Savings
The Private Office

The Private Office

Bristol
Initial consultation free
FCA verified
Independent
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
39295
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+46
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
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
52
Minimum
wealth
£250k+
Meet the team
Tom Henshaw
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
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
1039
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
Hiren Patel at Arcus Wealth

Hiren Patel at Arcus Wealth

Bristol
Initial consultation free
FCA verified
Independent
I'm an Independent Financial Adviser to families & business owners in Bristol & the Southwest. Working with Arcus means you'll be working with an multi award-winning firm with whole of market access, which truly mean the advice is truly about you.
Clients
helped
100
Minimum
wealth
£50k+
Meet the team
Hiren C. Patel
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Business
Douglas Steers & Company

Douglas Steers & Company

Bristol
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10275
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+6
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Douglas Steers & Company

Douglas Steers & Company

Bristol
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10275
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+6
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Frequently Asked Questions about Financial Advisers in City Centre