This site uses cookies. We have recently updated our Privacy Policy - read more here.

×
  1. Home
  2. breadcrumbs-arrow
  3. Find an adviser
  4. breadcrumbs-arrow
  5. South West
  6. breadcrumbs-arrow
  7. Somerset
  8. breadcrumbs-arrow
  9. Bath
  10. breadcrumbs-arrow
  11. Candid Financial Advice

Candid Financial Advice

Independent Financial Adviser 38 Gay Street, Bath, BA1 2NT
FCA verified
10th December 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
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623
Meet our advisers
adviser-person
Ian Millward BA Hons Financial Services, IMC
Director
Where to find us

38 Gay Street, Bath, BA1 2NT

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.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
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.

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Similar advisers near you

Combined Financial Strategies Ltd
Independent Financial Adviser 0 mi
We are an award winning firm of Chartered Financial Planners offering independent financial advice across investments, retirement and tax planning.
 
See profile
Opus Independent Financial Planning
Independent Financial Adviser 0.02 mi
Our aim is to help clients to understand and plan a financial future.
 
See profile
Moorland Mayfair Wealth Management
Independent Financial Adviser 0.05 mi
At Moorland Mayfair our aim is to make the complex world of financial services clear, simple and tailored to you.
 
See profile
Fairstone Financial Management Ltd
Independent Financial Adviser 0.05 mi
Fairstone build long-term relationships and provide holistic advice to fit in with people’s busy lifestyles and changing circumstances.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.