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

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
helped
247
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

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
helped
193
Minimum
wealth
wealth
£250k+
Meet the team
+7
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings

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.
Clients
helped
helped
297
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

We are a multi award winning, established and experienced team of Independent Financial Advisers in Taunton and around the Southwest.
Clients
helped
helped
381
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches

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
helped
523
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

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
helped
2241
Minimum
wealth
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings

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
helped
Recently added
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Savings

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.
Clients
helped
helped
Recently added
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Frequently Asked Questions about Financial Advisers in Clifton

