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Location Guide

Financial Advisers in Bristol, City of

21 FCA-authorised advisers · South West · 4.1★ average Google rating

There are 21 FCA-authorised financial advisers in Bristol, City of, South West. All firms listed here are verified against the FCA Financial Services Register and must hold the minimum QCF Level 4 qualification.

Common advice specialisms among Bristol, City of advisers include Investments, Pensions and Retirement. You can filter by specialism below, or search by postcode to find advisers closest to you. All advisers are free to contact for an initial consultation.

Alternative InvestmentsPensionsRetirement+2
0.0 mi
3.5
(258)
PensionsRetirementInvestments
0.0 mi
PensionsRetirementInvestments
0.0 mi
Alternative InvestmentsPensionsRetirement+1

Penny Technology Limited

FCA Verified

BRISTOL, BS4

0.0 mi
4.5
(31)
Investments

TITAN WEALTH PLANNING LTD

FCA Verified

Bristol, BS1

0.0 mi
3.3
(7)
MortgagesAlternative InvestmentsPensions+2

Brunel Pension Partnership Limited

FCA Verified

Bristol, BS1

0.0 mi
1.0
(1)
Wealth ManagementInvestmentsPensions+1

R C Brown Investment Management Plc

FCA Verified

Bristol, BS1

0.0 mi
Wealth ManagementInvestmentsPensions+1

Parmenion Capital Partners LLP

FCA Verified

Bristol, BS1

0.0 mi
3.3
(12)
Wealth ManagementInvestmentsPensions

Whitechurch Securities Limited

FCA Verified

Bristol, BS6

0.0 mi
3.8
(8)
Alternative InvestmentsWealth ManagementInvestments+2

Manning Gee Investments Limited

FCA Verified

Bristol, BS1

0.0 mi
MortgagesAlternative InvestmentsPensions+2

Moneo Wealth Management Ltd

FCA Verified

Bristol, BS8

0.0 mi
5.0
(45)
Alternative InvestmentsPensionsRetirement+1

Ifamax Limited

FCA Verified

Bristol, BS1

0.0 mi
5.0
(48)
PensionsRetirementMortgages+1

Moai Wealth Limited

FCA Verified

Bristol, BS8

0.0 mi
Wealth ManagementInvestmentsAlternative Investments+2

Fair Investment Company Limited

FCA Verified

Bristol, BS8

0.0 mi
5.0
(1)
MortgagesInvestments

Orton Financial Ltd

FCA Verified

Bristol, BS8

0.0 mi
5.0
(49)
Mortgages

BEST MORTGAGE ADVISER LTD

FCA Verified

Bristol, BS15

0.0 mi
5.0
(4)
MortgagesInvestmentsPensions+1

Cabot Trustees Limited

FCA Verified

Bristol, BS1

0.0 mi
InvestmentsPensions

Hargreaves Lansdown Savings Limited

FCA Verified

Bristol, BS1

0.0 mi
3.5
(258)
Investments
0.0 mi
Alternative InvestmentsInvestmentsPensions+1

Atomos Financial Planning Limited

FCA Verified

Bristol, BS2

0.0 mi
5.0
(1)
MortgagesAlternative InvestmentsPensions+2

Frequently Asked Questions — Financial Advisers in Bristol, City of

How many FCA-authorised financial advisers are there in Bristol, City of?

There are 21 FCA-authorised financial advisers listed in Bristol, City of, South West. All firms listed on approval.co.uk are verified against the FCA Financial Services Register.

How do I find a good financial adviser in Bristol, City of?

Start by checking that any adviser is FCA-authorised using the FCA Register at register.fca.org.uk. Look for relevant qualifications (CII Diploma or Chartered status), check their specialisms match your needs (Investments, Pensions and Retirement are common in Bristol, City of), and ask for a free initial consultation before committing.

How much does a financial adviser cost in Bristol, City of?

Financial advisers in Bristol, City of typically charge an initial fee of 1–3% of assets advised on, with ongoing annual fees of 0.5–1%. Some charge fixed project fees (typically £500–£5,000 for a financial plan) or hourly rates of £150–£350. All advisers must be transparent about fees before you commit.

Are financial advisers in Bristol, City of regulated?

Yes. All financial advisers in Bristol, City of must be authorised or appointed representatives of an authorised firm regulated by the Financial Conduct Authority (FCA). You can verify any firm's status on the FCA Register. Using an unauthorised adviser means you have no access to the Financial Ombudsman Service or FSCS compensation.

What financial advice services are most commonly needed in Bristol, City of?

The most common financial advice needs among Bristol, City of residents include Investments, Pensions and Retirement. Whether you are planning for retirement, buying a home, investing a lump sum, or managing an inheritance, an FCA-authorised adviser can help you make the most tax-efficient and suitable decisions for your circumstances.

Results are ordered by proximity to your postcode. This order does not indicate quality, suitability, or any form of recommendation. Always verify an adviser's current FCA authorisation at register.fca.org.uk before engaging their services.

Other areas in South West