Top 10 Independent (IFAs) & Restricted Financial Advisers in Bristol
Marc Lezar - PRG Financial Planners Ltd
BristolI will leave no stone unturned to ensure you have complete peace of mind with all your financial matters!
Clients
helped304Minimum
wealth£0+Pensions & retirementMInitial consultation free FCA verified Restricted- Clients
helped80Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified Independent Everystep Financial Services
BristolWe believe that every single person living in the UK should have access to meaningful, trusted and affordable financial advice. Our goal is to train and educate our clients to increase their knowledge of financial products for greater financial wealth
Clients
helped110Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.M&G Wealth Advice
BristolWe provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped570Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedAssured Wealth Management
BristolWe have a passion for helping every client to lead a more fulfilling life. We take the time to understand what’s important to you, to understand your situation and what your future could look like.
Clients
helped36Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentBeals Wealth Management.
BristolWe are a top-rated financial services firm with advisers across the UK. With 29 years of experience, we provide expert financial guidance nationwide. Book your free initial, no-obligation consultation today—available by phone, video call, or face-to-face.
Clients
helped746Minimum
wealth£0+Pensions & retirement+14Initial consultation free FCA verified RestrictedMontpellier Asset Management
BristolA trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.
Clients
helped152Minimum
wealth£150k+Pensions & retirement+1Initial consultation free FCA verified IndependentAdam McCarthy & Sione Mitchell at True Potential Wealth Management
BristolWe put our client’s interests and financial goals at the heart of our business, priding ourselves on giving expert advice across all areas of financial planning, with a particular specialism in Protection and all aspects of Pension and Retirement Planning
Clients
helped357Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified RestrictedSuccession Wealth
BristolEver considered using a Wealth Planner? If so, please get in touch for a no obligation initial call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
Clients
helped278Minimum
wealth£250k+Pensions & retirement+1Initial consultation free FCA verified IndependentHartsfield Financial Services Ltd
BristolWe’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
Clients
helped287Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified Independent
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.