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

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  • Perennial Wealth

    Sodbury
    FCA verified
    Truly independent financial advice tailored to your needs.
    109
    £250k+
    Can help with
    Pensions & retirement

  • Hiren Patel at Arcus Wealth

    Yate
    FCA verified
    I'm an Independent Financial Adviser to families & business owners in Bristol & the Southwest. Working with Arcus means you'll be working with an multi award-winning firm with whole of market access, which truly mean the advice is truly about you.
    62
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Yate
    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.
    30536
    £50k+
    Can help with
    Pensions & retirement
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  • Matheson Charles

    Yate
    FCA verified
    We believe in a no pressure environment and therefore offer a no Obligation Promise. This is our promise that if you don’t wish to proceed with our recommendations, then you don’t pay any fees.
    318
    £0+
    Can help with
    Pensions & retirement

  • Beesure Ltd

    Yate
    FCA verified
    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.
    335
    £50k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    Yate
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    18214
    £150k+
    Can help with
    Pensions & retirement

  • Craig Williams - Golden Valley Financial Planning Limited

    Dodington
    FCA verified
    We are proud to be a partner of M&G Wealth Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.
    Recently added
    £100k+
    Can help with
    Pensions & retirement

  • Neales Financial Management Ltd

    Hawkesbury
    FCA verified
    Let us help you plan for the future
    70
    £100k+
    Can help with
    Pensions & retirement

  • Jamie Jacobs at IFAMAX Wealth Management

    Frampton cotterell
    FCA verified
    An experienced & highly qualified IFA who would welcome a friendly 'sales and jargon-free' chat to see how I can help. We offer a unique service at Ifamax where your initial 3 meetings are charge and obligation free. Think of it as a try before you buy!
    11
    £250k+
    Can help with
    Pensions & retirement

  • Adam McCarthy & Sione Mitchell at True Potential Wealth Management

    Tytherington
    FCA verified
    We put our client’s interests and financial goals at the heart of our business, priding ourselves on giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    309
    £150k+
    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.

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.