Top 10 Independent (IFAs) & Restricted Financial Advisers in Dundry
- Clients
helped739Minimum
wealth£50k+Pensions & retirementTInitial consultation free FCA verified Restricted 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
helped30Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentTom Henshaw @ True Potential Wealth Management
BristolHelping you navigate the murky world of our financial system and empowering you to harness technology to better reach your financial goals.
Clients
helped37Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Saltus Partners LLP
BristolOur 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.
Clients
helped703Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentMarc 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 RestrictedThe Private Office
BristolIndependent, 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
helped32814Minimum
wealth£100k+Pensions & retirement+45Initial consultation free FCA verified IndependentFlying Colours Advice
BristolFlying 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
helped18988Minimum
wealth£150k+Pensions & retirement+16Initial consultation free FCA verified IndependentTruly Independent
BristolOffering a free initial meeting, we provide independent regulated advice on pensions and investment planning. We take the stress out of investing and provide personalised independent financial advice.
Clients
helped263Minimum
wealth£50k+Pensions & retirementInitial 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 RestrictedQuilter Cheviot Financial Planning (South West)
BristolWe’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
Clients
helped133Minimum
wealth£250k+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.