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

Find the best FCA regulated financial advisers in Filton. Get expert help near you with pensions, investments, retirement planning and more

Marc Lezar - PRG Financial Planners Ltd

Filton

FCA verified

I will leave no stone unturned to ensure you have complete peace of mind with all your financial matters!

Clients
helped

405

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Roseum Financial Planning

Bristol

FCA verified

Bespoke, clear, compliant, and inclusive financial advice. Every financial plan is lovingly hand-crafted in-house, from scratch, with passion.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

MPI Financial Advice

Stoke gifford

FCA verified

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

Clients
helped

8100

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"

Clients
helped

14562

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Evelyn Partners

Bristol

FCA verified

"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

765

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

Evelyn Partners

Patchway

FCA verified

Clients
helped

765

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

Synthesis Wealth Management

Bradley stoke

FCA verified

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

244

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Tom Henshaw - True Potential Wealth Management

Bristol

FCA verified

Helping you navigate the murky world of our financial system and empowering you to harness technology to better reach your financial goals.

Clients
helped

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Cleeve Financial Planning

Stoke gifford

FCA verified

Cleeve Financial Planning provides financial advice for those seeking retirement planning & investment advice. We empower you with the knowledge and tools needed to make sound financial decisions that align with your goals and values.

Clients
helped

< 10

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Every Step Financial Services

Bristol

FCA verified

We believe that every single person living in the UK should have access to meaningful, trusted and affordable financial advice. Our goal is to train and educate our clients to increase their knowledge of financial products for greater financial wealth

Clients
helped

614

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice.

Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.