Top 10 Independent (IFAs) & Restricted Financial Advisers in Gloucestershire

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  • Montpellier Asset Management

    Hardwicke
    FCA verified
    A trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.
    117
    £150k+
    Can help with
    Pensions & retirement

  • Jeremy Rowe at Abacus Advisers

    Dursley
    FCA verified
    I am a Financial planner with 26 years industry experience and a Society of Later Life Advisers accredited later life specialist. I aim to build long term relationships by providing Independent advice in a way you understand to meet your needs.
    < 10
    £100k+
    Can help with
    Pensions & retirement

  • Jamie Jacobs at IFAMAX Wealth Management

    Frampton cotterell
    FCA verified
    An experienced & highly qualified IFA who would welcome a friendly 'sales and jargon-free' chat to see how I can help. We offer a unique service at Ifamax where your initial 3 meetings are charge and obligation free. Think of it as a try before you buy!
    11
    £250k+
    Can help with
    Pensions & retirement
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  • Saltus Partners LLP

    Charfield
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    566
    £250k+
    Can help with
    Pensions & retirement

  • Hymans Robertson Personal Wealth

    Bitton
    FCA verified
    93
    £100k+
    Can help with
    Pensions & retirement

  • Hiren Patel at Arcus Wealth

    Gloucester
    FCA verified
    I'm an Independent Financial Adviser to families & business owners in Bristol & the Southwest. Working with Arcus means you'll be working with an multi award-winning firm with whole of market access, which truly mean the advice is truly about you.
    62
    £50k+
    Can help with
    Pensions & retirement

  • RockWealth LLP

    Cheltenham
    FCA verified
    Financial planning sits at the core of everything we do for our clients.
    27
    £250k+
    Can help with
    Pensions & retirement

  • Charters Private Wealth

    Moreton in marsh
    FCA verified
    Are you finding managing your finances daunting? If so, we can take the worry out of your life, keep things simple, and give you assurances about your financial future. CONTACT US WITHOUT DELAY.
    54
    £500k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Mickleton
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    566
    £250k+
    Can help with
    Pensions & retirement

  • William Highbourne Wealth Management

    Dursley
    FCA verified
    We believe that the right approach to money is unique to you, enabling your life choices and ensuring wealth provides you with a life lived to the full. You may have decades of financial experience, or be new to asset management, we listen, we advise.
    368
    £100k+
    Can help with
    Pensions & retirement

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.