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

Find the best FCA regulated financial advisers in Clifton. Get expert help near you with pensions, investments, retirement planning and more
Clifton, Bristol, City Of Bristol, West Of England
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Matthew James Wealth

Matthew James Wealth

Bristol
Initial consultation free
FCA verified
Restricted
Chartered Financial Planner helping professionals, business owners and those approaching retirement make informed decisions around pensions, retirement planning, investments and tax efficiency, with clear advice and a joined-up plan for the future.
Clients
helped
42
Minimum
wealth
£0+
Meet the team
Matt Wheeler
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Stockbroking services
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
42386
Minimum
wealth
£150k+
Meet the team
Julian Frere
Dan Alder
Daniel Blandford
Mat Clark
Francine Kelly
+11
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Perennial Wealth

Perennial Wealth

Bristol
Initial consultation free
FCA verified
Independent
Truly independent financial advice tailored to your needs.
Clients
helped
147
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
Synthesis Wealth Management

Synthesis Wealth Management

Bristol
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
250
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
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
1163
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+23
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Beesure Ltd

Beesure Ltd

Bristol
Initial consultation free
FCA verified
Independent
Providing independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.
Clients
helped
547
Minimum
wealth
£50k+
Meet the team
Alex O'Neill
Alex Palmer
Jonathon Williams
Matthew Jackson
Raffaele Castaldo
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
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
3287
Minimum
wealth
£50k+
Meet the team
L
Can help with
Pensions & retirement
Investments
Savings
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
69
Minimum
wealth
£0+
Meet the team
Bianca Dupont
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Mortgages
M&C Financial Planning

M&C Financial Planning

Bristol
Initial consultation free
FCA verified
Independent
I provide clear, straightforward financial advice to help you understand your current position, simplify your finances, and make confident decisions about your future.
Clients
helped
< 10
Minimum
wealth
£50k+
Meet the team
Matthew Holmes
Can help with
Pensions & retirement
Insurance & protection
Hymans Robertson Personal Wealth

Hymans Robertson Personal Wealth

Bristol
Initial consultation free
FCA verified
Independent
Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
Clients
helped
222
Minimum
wealth
£250k+
Meet the team
Edward Faulkner
Jeff Simpson
Georgia Hall
Dilara Uyduran
Graeme Robertson
+2
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
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Frequently Asked Questions about Financial Advisers in Clifton