Top 10 Independent (IFAs) & Restricted Financial Advisers in St Catherine
MPI Financial Advice
BathWe provide a free update & advice service to help you understand your plans.
Clients
helped5247Minimum
wealth£0+Pensions & retirementSHInitial consultation free FCA verified IndependentSaltus Partners LLP
BathOur 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
helped678Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentAscot Lloyd
BathOne of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
Clients
helped986Minimum
wealth£150k+Pensions & retirementCKRInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Hartsfield 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
helped275Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentFairstone Group
BathFairstone 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.
Clients
helped12383Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentBeesure Ltd
BathProviding 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 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
helped5276Minimum
wealth£0+Pensions & retirement+3Initial consultation free FCA verified IndependentCombined Financial Strategies Ltd
BathCombined Financial Strategies (CFS) is one of the UK’s leading independent financial advisers, offering award-winning advice on retirement planning, investments, tax efficiency, legacy planning and more.
Clients
helped38Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentBeesure Financial Planning
BathProviding 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
helped312Minimum
wealth£50k+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.