Top 10 Independent (IFAs) & Restricted Financial Advisers in Kelston
- Clients
helped118Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified Independent 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 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
helped287Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.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
helped5306Minimum
wealth£0+Pensions & retirement+2Initial consultation free FCA verified Independent- Clients
helped118Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified Independent Beesure 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
helped399Minimum
wealth£50k+Pensions & retirement+1Initial 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
helped571Minimum
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
helped18978Minimum
wealth£150k+Pensions & retirement+16Initial consultation free FCA verified IndependentThe Private Office
KeynshamIndependent, 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
helped32787Minimum
wealth£100k+Pensions & retirement+33Initial 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
helped287Minimum
wealth£150k+Pensions & retirement+2Initial 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.