Candid Financial Advice

Independent Financial Adviser  38 Gay Street, Bath, BA1 2NT
check
FCA authorised
Last authorised 26th July 2021
Bringing down the cost of financial advice.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Unit trusts
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
Meet our advisers
MR Ian Millward BA Hons Financial Services, IMC
Director
About us

Candid Financial Advice deals with individuals with portfolio's and pension pots of £100,000 to £5m. We keep a keen focus on costs and our reputation for putting clients interests first has led to one being one of the most quoted firms of financial advisers in the quality financial press.

Our services

Advice that genuinely has clients best interests at heart delivered at a fraction of the cost of any comparable service.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

38 Gay Street, Bath, BA1 2NT

Similar advisers near you

Independent Financial Adviser 0 mi
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.
 
Independent Financial Adviser 0.02 mi
We are financially secure with >£17.6bn assets under management. Our aim is to help clients to understand and plan a financial future. We simplify the complex and I have never had a complaint or a client go into the FSCS.
 
Independent Financial Adviser 0.11 mi
We provide a structured approach to financial planning, giving clients confidence that they will achieve their financial goals.
 
Independent Financial Adviser 0.12 mi
Invest yourself, Protect yourself, Bee yourself.