Top 10 Independent (IFAs) & Restricted Financial Advisers in Downend And Bromley Heath

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  • Saltus Partners LLP

    Downend and bromley heath
    FCA verified
    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.
    384
    £250k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Downend and bromley heath
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1412
    £150k+
    Can help with
    Pensions & retirement
  • The Private Office

    Downend and bromley heath
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    27444
    £100k+
    Can help with
    Pensions & retirement
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  • Beesure Financial Planning Ltd

    Bristol
    FCA verified
    Invest yourself, Protect yourself, Bee yourself. Give us a call today to find out more!
    56
    £0+
    Can help with
    Pensions & retirement
  • Old Mill

    Emersons green
    FCA verified
    Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them.
    14
    £250k+
    Can help with
    Pensions & retirement
  • Greg Charlton - True Potential Wealth Management

    Bristol
    FCA verified
    I have over 15 years experience within the financial services industry, putting my clients ambitions and needs at the core of my advice. If you want clear, concise, straight-forward financial expertise and a guiding hand, please do get in touch.
    125
    £100k+
    Can help with
    Pensions & retirement
  • Quilter Cheviot Financial Planning (South West)

    Winterbourne
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    80
    £250k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Winterbourne
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1412
    £150k+
    Can help with
    Pensions & retirement
  • Anil at Future Planning Wealth Management

    Bristol
    FCA verified
    We have a passion for helping every client to lead a more fulfilling life. We take the time to understand what’s important to you, to understand your situation and what your future could look like.
    26
    £0+
    Can help with
    Pensions & retirement
  • Advice Rooms

    Bristol
    FCA verified
    Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
    215
    £50k+
    Can help with
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

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