Top 10 Independent (IFAs) & Restricted Financial Advisers in Newton St Loe
Mark Thomas Abacus Advisers
BathBy putting our clients at the heart of everything we do, we provide high quality, independent and jargon-free financial advice. We are passionate about helping our clients protect and grow their assets so they can achieve their aspirations.
Clients
helped28Minimum
wealth£50k+Pensions & retirementMInitial consultation free FCA verified IndependentM&G Wealth Advice
BathWe provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped529Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedFlying Colours Advice
BathFlying 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
helped18926Minimum
wealth£150k+Pensions & retirement+16Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Quilter Cheviot Financial Planning (South West)
BathWe’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
helped130Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified RestrictedTruly Independent
BathOffering 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
helped262Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentHartsfield Financial Services Ltd
BathWe’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
helped279Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentAdvice Rooms
BathAdvice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
Clients
helped473Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentMy Pension Expert
BathWe’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated, independent financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
Clients
helped356Minimum
wealth£0+Pensions & retirement+4Initial consultation free FCA verified Independent- Clients
helped117Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified Independent Retirement Solutions (UK) Ltd
BathWe are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
Clients
helped5287Minimum
wealth£0+Pensions & retirement+3Initial 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.