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

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  • 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.
    275
    £50k+
    Can help with
    Pensions & retirement

  • Retirement Solutions (UK) Ltd

    Bath
    FCA verified
    We 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.
    4740
    £0+
    Can help with
    Pensions & retirement

  • CarterDawes IFA Solutions

    Bath
    FCA verified
    Helping you plan for your financial future and make those important decisions in life with a holistic approach. I offer bespoke financial advice, believing one size doesn't fit all.
    19
    £0+
    Can help with
    Pensions & retirement
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  • Perennial Wealth

    Bath
    FCA verified
    Truly independent financial advice tailored to your needs.
    107
    £250k+
    Can help with
    Pensions & retirement

  • Combined Financial Strategies Ltd

    Bath
    FCA verified
    Combined 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.
    38
    £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.
    18150
    £150k+
    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

  • Saltus Partners LLP

    Bath
    FCA verified
    Our 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.
    539
    £250k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Bath
    FCA verified
    Fairstone 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.
    11649
    £0+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Bath
    FCA verified
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    217
    £150k+
    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.