Are you an adviser? Go to Unbiased Pro

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
As featured by
As featured in
Alex Hawker at True Potential

Alex Hawker at True Potential

Bristol
Initial consultation free
FCA verified
Restricted
I am a specialist in investment strategy, tax efficiency & pension & retirement planning, including Defined Benefit/Final Salary transfers, consolidation of pension pots, drawdown & tax-free cash release. Please get in touch & I will be delighted to help.
Clients
helped
67
Minimum
wealth
£100k+
Meet the team
Alex Hawker
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
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
Rich Hobbs Financial Planning

Rich Hobbs Financial Planning

Bristol
Initial consultation free
FCA verified
Restricted
I work with Individuals, Families & Business owners to help give control, purpose and comfort to their financial planning needs. From saving and investing to protecting against loss. Delivering a personalised and professional journey you can trust.
Clients
helped
18
Minimum
wealth
£50k+
Meet the team
Rich Hobbs
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
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
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
1567
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
RBC Brewin Dolphin

RBC Brewin Dolphin

Bristol
Initial consultation free
FCA verified
Restricted
Protect, grow and nurture your wealth through our expert and bespoke wealth management service. Let’s build your financial future so you can focus on what really matters.
Clients
helped
125
Minimum
wealth
£500k+
Meet the team
J
E
A
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
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
Invest Southwest

Invest Southwest

Bristol
Initial consultation free
FCA verified
Independent
We are a multi award winning, established and experienced team of Independent Financial Advisers in Taunton and around the Southwest.
Clients
helped
416
Minimum
wealth
£100k+
Meet the team
Matthew Duncan
Paul Booker
Paul Gold
Owen Irish
Amie Johnston-Ward
+2
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Cover Direct

Cover Direct

Bristol
Initial consultation free
FCA verified
Independent
Specialist protection and PMI advice for you, your family and your business — Life, Critical Illness, Income Protection, PMI. Whole of market: 18 insurers + 6 healthcare providers. Meetings when it suits you, no obligation, no pressure, no jargon.
Clients
helped
Recently added
Minimum
wealth
£0+
Meet the team
Can help with
Insurance & protection
Tax & trust planning
Business
Mortgages
Ascot Lloyd

Ascot Lloyd

Bristol
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
2349
Minimum
wealth
£150k+
Meet the team
Tom Bartlett
Craig Couldrick
Kevin Broome
Raj Chauhan
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
As featured by
Frequently Asked Questions about Financial Advisers in Clifton