Find financial advisers in Bath

Premier Financial Planning is a firm of Financial Planners / Independent Financial Advisers (IFAs) based in Bath and working throughout the South West. We provide holistic advice to both individuals and companies on all aspects of financial planning. Our clients come to us because they are looking for friendly, unbiased, professional guidance. We help

Welcome to McKenzie & Co Financial Consultants, wealth management, and financial planning specialists. We focus on building personal, long term client relationships founded on trust and mutual respect to enable us to provide high quality, face-to-face wealth management advice. We provide a wide range of services whether you are looking to build, grow

We provide some of the finest financial advice in the country, so you can be sure your future is in safe hands. 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. The business is led by Jonothan McColgan

Established in 2000, Unividual is a Chartered Financial Planning business. Our name reflects our core belief that everyone is unique and individual. Your entire life is made up of unique relationships, values and needs, surrounded by the environment you live in. We don't stereotype people. Instead, our version of financial planning is bespoke across

Being both a Chartered Financial Planner, and Fellow of The Personal Finance Society, I am proudly amongst the most qualified Financial Advisers in the UK. This provides peace of mind that I have gone above and beyond the minimum requirements, through many rigorous examinations and industry experience, to ensure that your financial matters are dealt