Top 10 Independent (IFAs) & Restricted Financial Advisers in Sodbury
- Clients
helped117Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified Independent Hiren Patel at Arcus Wealth
YateI'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.
Clients
helped81Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentThe Private Office
YateIndependent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
Clients
helped32500Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Matheson Charles
YateWe believe in a no pressure environment and therefore offer a no Obligation Promise. This is our promise that if you don’t wish to proceed with our recommendations, then you don’t pay any fees.
Clients
helped355Minimum
wealth£0+Pensions & retirementJTInitial consultation free FCA verified IndependentBeesure Ltd
YateProviding independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.
Clients
helped396Minimum
wealth£50k+Pensions & retirement+1Initial consultation free FCA verified IndependentFlying Colours Advice
YateFlying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped18899Minimum
wealth£150k+Pensions & retirement+16Initial consultation free FCA verified IndependentCraig Williams - Golden Valley Financial Planning Limited
DodingtonWe are proud to be a partner of M&G Wealth Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.
Clients
helped15Minimum
wealth£0+Pensions & retirementCInitial consultation free FCA verified RestrictedMartin Everson at Quilter Financial Advisers
Acton turvilleAchieve Your Financial Goals with Expert Guidance. I’m Martin Everson, a Financial Planning Consultant at Quilter Financial Advisers, committed to helping individuals and families secure their financial future.
ClientsRecently added
helpedMinimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedBeesure Financial Planning Limited
Acton turvilleProviding independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.
Clients
helped67Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentJamie Jacobs at IFAMAX Wealth Management
Frampton cotterellAn 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!
Clients
helped15Minimum
wealth£250k+Pensions & retirementInitial 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.