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

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  • Oliver Franks - True Potential Wealth Management Partner

    Patchway
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Perennial Wealth

    Stoke lodge and the common
    FCA verified
    Truly independent financial advice tailored to your needs.
    107
    £250k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Stoke gifford
    FCA verified
    Fairstone 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.
    11541
    £0+
    Can help with
    Pensions & retirement
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  • Neales Financial Management Ltd

    Filton
    FCA verified
    Let us help you plan for the future
    70
    £100k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Bradley stoke
    FCA verified
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    196
    £150k+
    Can help with
    Pensions & retirement

  • Continuum Financial Services LLP

    Bradley stoke
    FCA verified
    I am focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but I aim to make this process less complicated and clear.
    109
    £100k+
    Can help with
    Pensions & retirement

  • Aspirations Financial Advice Ltd

    Bradley stoke
    FCA verified
    We know there is more to life than money, but it’s a very good place to start. That’s because with our team’s bespoke financial planning, you can start unlocking the life you want. We look, we listen and we take things personally.
    116
    £50k+
    Can help with
    Pensions & retirement

  • Sovereign Independent Financial Advisers Limited

    Bradley stoke
    FCA verified
    Worried about how your business and retirement plans will be affected by the Covid-19 crisis? We're here to help. We're Chartered Financial Planners, providing independent financial advice to people in Thornbury, Bristol and the surrounding area.
    39
    £50k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Almondsbury
    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.
    527
    £250k+
    Can help with
    Pensions & retirement

  • Churchill Wealth Management

    Stoke gifford
    FCA verified
    Experts 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.
    65
    £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.