Candid Financial Advice

Independent Financial Adviser 38 Gay Street, Bath, BA1 2NT
FCA verified
13th August 2018
Bringing down the cost of financial advice.
We can advise you on
    • EEA
    • Wealth management
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Ian Millward BA Hons Financial Services, IMC
Director
Where to find us
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
Compliance

Loads of common sense and practical experience always applied with the clients best interests at heart.

Widely trusted and quoted by the financial press. Relaxed but professional approach. We like to think we are the antithesis of the typical financial adviser.

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