Money Matters: Discover the Best Financial Advisers in Bath

Get expert financial guidance in Bath with our trusted network of Independent Financial Advisers. Our certified professionals offer tailored advice on investments, retirement planning, and pension management. Reach out to discuss your financial goals and let us connect you with a reliable financial adviser in Bath who suits your needs.

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As a leading independent financial adviser, Combined Financial Strategies (CFS) provides award-winning advice on retirement planning, investments, tax efficiency, legacy planning, and more. Led by chartered financial planner Jonothan McColgan, CFS offers a highly personalised service tailored to each client's unique needs. With a focus on building and protecting wealth, CFS helps individuals achieve their financial goals and maintain their lifestyle into retirement. Their expertise includes investments, pensions, tax strategies, and protection, always prioritising clients' hopes and aspirations. With a dedicated team and a commitment to excellence, CFS is a trusted partner for your financial future.
The reviewer was thoroughly impressed with Jonothan's credentials and track record.
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At City Financial Planning Limited, we understand that navigating the world of personal finance can be daunting. That's why we offer comprehensive financial planning services, including pension planning, life assurance, income protection, investments, and mortgages. Our independent financial advisers take a holistic approach to managing your finances, recommending solutions tailored to your individual needs. With years of experience in the financial services industry, we provide expert guidance to help you achieve your financial goals.
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Adam Cockerham is a seasoned chartered financial planner with expertise in providing personalized financial solutions to individuals and businesses. His comprehensive services include protection planning, investment and pension planning, tax efficient planning, inheritance tax planning, and more. With a friendly and down-to-earth approach, Adam helps his clients achieve their financial goals and secure their financial futures.
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Belgrave Asset Management Limited is a financial services company that provides bespoke asset management and financial planning services to individuals and families. With over two decades of experience, our mission is to provide a personalized financial service tailored to each client's unique needs and objectives. We achieve this by offering a range of bespoke services, including portfolio management, financial planning, and specialist services. Our team of experts uses a structured approach to investment management, taking into account our clients' personal circumstances, risk perception, and financial goals. Whether you want to be actively involved in the management of your assets or take a more passive role, we are committed to maintaining trust, accessibility, and integrity in all our dealings.
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Melksham (9.8 mi) Bristol (11.4 mi) Chippenham (11.8 mi) Devizes (15.8 mi) Swindon (26.5 mi) Marlborough (27.4 mi) Cirencester (28.6 mi) Burnham-on-Sea (29.3 mi)