Top 10 Independent (IFAs) & Restricted Financial Advisers in Filton
Marc Lezar - PRG Financial Planners Ltd
FiltonI will leave no stone unturned to ensure you have complete peace of mind with all your financial matters!
Clients
helped295Minimum
wealth£0+Pensions & retirementMInitial consultation free FCA verified Restricted- Clients
helped70Minimum
wealth£100k+Pensions & retirementJInitial consultation free FCA verified Independent Churchill Wealth Management
Stoke giffordExperts in investments and pensions, also specialising in ethical investment options. We pride ourselves in offering a personal service. Get in touch for a no obligation discussion.
Clients
helped71Minimum
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.Jonathon Williams - Beesure Limited
BristolI specialise in providing bespoke face-to-face financial advice, adding value through both advisory knowledge and a commitment to the highest level of ongoing service.
Clients
helped23Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentRoseum Financial Planning
BristolBespoke, clear, compliant, and inclusive financial advice. Every financial plan is lovingly hand-crafted in-house, from scratch, with passion.
Clients
helped42Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentMPI Financial Advice
Stoke giffordWe provide a free update & advice service to help you understand your plans.
Clients
helped5243Minimum
wealth£0+Pensions & retirementSHInitial consultation free FCA verified IndependentFairstone Group
Stoke giffordFairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
Clients
helped12383Minimum
wealth£0+Pensions & retirementInitial 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
helped275Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentAdam McCarthy & Sione Mitchell at True Potential Wealth Management
BristolI put my clients interests and financial goals at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in Protection and all aspects of Pension and Retirement Planning.
Clients
helped356Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified RestrictedKevin Robins - True Potential Wealth Management
BristolHelping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
Clients
helped354Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified Restricted
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.