Candid Financial Advice

Independent Financial Adviser  38 Gay Street, Bath, BA1 2NT
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FCA authorised
Last authorised 1st March 2021
Bringing down the cost of financial advice.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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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
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    Online (Live chat, video, email)
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    Face to face

38 Gay Street, Bath, BA1 2NT

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