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

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  • My Pension Expert

    Bath
    FCA verified
    We’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.
    159
    £0+
    Can help with
    Pensions & retirement

  • J Edward Sellars & Partners Ltd

    Bath
    FCA verified
    689
    £50k+
    Can help with
    Pensions & retirement

  • Advice Rooms

    Bath
    FCA verified
    Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
    360
    £50k+
    Can help with
    Pensions & retirement
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  • Quilter Cheviot Financial Planning (South West)

    Bath
    FCA verified
    We’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.
    110
    £250k+
    Can help with
    Pensions & retirement

  • The Private Office

    Bath
    FCA verified
    Independent, 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.
    30198
    £100k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    Bath
    FCA verified
    Flying 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.
    18127
    £150k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    Bath
    FCA verified
    Flying 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.
    18127
    £150k+
    Can help with
    Pensions & retirement

  • Aisa Financial Planning

    Bath
    FCA verified
    We work hard for those who care about outcomes with a focus on reassurance
    12
    £250k+
    Can help with
    Pensions & retirement

  • Matheson Charles

    Bath
    FCA verified
    We 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.
    317
    £0+
    Can help with
    Pensions & retirement

  • Beesure Financial Planning

    Bath
    FCA verified
    Providing 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.
    274
    £50k+
    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.