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

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.

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.

At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.

Offering a free initial meeting, we provide independent regulated advice focusing on pensions and investment planning. We take the stress out of investing and provide personalised independent financial advice.

We are a multi award winning, established and experienced team of Independent Financial Advisers in Taunton and around the Southwest.

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.

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.

We provide a free update & advice service to help you understand your plans.

I provide clear, straightforward financial advice to help you understand your current position, simplify your finances, and make confident decisions about your future.

In a world where it feels you must do everything yourself; my goal is to ensure that quality, personal financial planning is accessible to you. Helping you simplify complex decisions around what matters to you most, to deliver the future you desire.