Top 10 Independent (IFAs) & Restricted Financial Advisers in Limpley Stoke

I need advice on
Total assets
My postcode
First meeting is free

  • Aisa Financial Planning

    Bath
    FCA verified
    We work hard for those who care about outcomes with a focus on reassurance
    12
    £250k+
    Can help with
    Pensions & retirement

  • The Private Office

    Bath
    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.
    30521
    £100k+
    Can help with
    Pensions & retirement

  • Purple Fox Financial Planning

    Bradford on avon
    FCA verified
    At Purple Fox Financial Planning, we’re not just about providing financial advice – we’re about crafting a roadmap for your financial future.
    11
    £50k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • Stephen Hall at Continuum

    Bradford on avon
    FCA verified
    Am focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but we aim to make this process clearer and less complicated.
    40
    £50k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Bradford on avon
    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.
    559
    £250k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    Bath
    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.
    18211
    £150k+
    Can help with
    Pensions & retirement

  • My Pension Expert

    Bath
    FCA verified
    We’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated, independent financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
    181
    £0+
    Can help with
    Pensions & retirement

  • Advice Rooms

    Bath
    FCA verified
    Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
    371
    £50k+
    Can help with
    Pensions & retirement

  • Matheson Charles

    Bath
    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

  • Combined Financial Strategies Ltd

    Bath
    FCA verified
    Combined Financial Strategies (CFS) is one of the UK’s leading independent financial advisers, offering award-winning advice on retirement planning, investments, tax efficiency, legacy planning and more.
    38
    £100k+
    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.