Best Financial Advisers in Bath

Quickly connect with the top independent financial advisers and wealth management specialists serving Bath. Read reviews from verified customers. Post your requirements and get no obligation estimates.

We keep things straightforward, clear and very personal, and spend more time with you than most so that we have a full picture of you and your circumstances. That way the approach we suggest not only makes sure of the most productive financial outcomes but also fits you perfectly. You'll want to know that you are comfortable working with us and confident
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
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