Top 10 Independent (IFAs) & Restricted Financial Advisers in Limpley Stoke
Aisa Financial Planning
BathWe work hard for those who care about outcomes with a focus on reassurance
Clients
helped12Minimum
wealth£250k+Pensions & retirementJJCGInitial consultation free FCA verified IndependentSynthesis Wealth Management
Bradford on avonOur purpose is to help individuals and businesses make smarter, more informed financial decisions for a brighter future. Synthesis is a Chartered independent financial planning firm that uses technology to enhance value and outcomes for our clients.
Clients
helped220Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentThe Private Office
BathIndependent, 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
helped32769Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Alan Gledhill at Aitana Financial Services
Bradford on avonOur mission is to provide an exceptional financial planning service with a professional and compassionate approach.
Clients
helped138Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentPurple Fox Financial Planning
Bradford on avonAt Purple Fox Financial Planning, we’re not just about providing financial advice – we’re about crafting a roadmap for your financial future.
Clients
helped18Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentFrazer James
Bradford on avonChartered & Certified Financial Planners, specialising in pensions, investments, and retirement. Based in Bristol. Trusted by 100+ clients. Award-winning advice. Book your Unbiased Financial Meeting here: <url hidden>
Clients
helped122Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentStephen Hall at Continuum
Bradford on avonAm focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but we aim to make this process clearer and less complicated.
Clients
helped45Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentSaltus Partners LLP
Bradford on avonOur 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
helped701Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentFlying 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
helped18971Minimum
wealth£150k+Pensions & retirement+16Initial 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
helped378Minimum
wealth£0+Pensions & retirement+4Initial 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.