Connect with Top-Rated 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 them to achieve their financial goals, by formulating coherent, long-term strategies which are monitored and reviewed on a regular basis. Our company remains small enough to provide an individual and personal service, yet large enough to provide specialist financial planning advice.

At McKenzie & Co Financial Consultants, we are a team of expert financial advisors dedicated to helping individuals and families achieve their financial goals. We provide tailored financial planning services, investment solutions, and retirement planning to ensure our clients have the financial security and freedom they deserve. Our team is driven by a relentless focus on our clients' goals, empowering them to make informed decisions that transform their financial futures.

Combined Financial Strategies (CFS) is a leading independent financial planning firm, offering award-winning advice on retirement planning, investments, tax efficiency, legacy planning, and more. Led by chartered financial planner Jonothan McColgan, the team provides personalized financial solutions, tailoring services to meet the unique needs and goals of each client.

Adam Cockerham is a highly qualified Chartered Financial Planner with extensive experience in providing financial planning, investment, and protection advice to individuals and businesses. He has a passion for ensuring his clients are protected from loss of life, critical illness or long-term sickness, and helps them make the most of their financial situation. His services include protection, investments, pensions, commercial finance, retirement planning, tax-efficient planning, and inheritance tax planning. He is committed to providing his clients with a personalized and tailored approach to their financial needs.

Chelverton Asset Management Limited is a UK-based investment management company that offers a range of investment services, including responsible investing, equity income, equity growth, and dividend investment. Our experienced fund managers work tirelessly to identify companies with strong growth potential, sound financials, and a commitment to responsible business practices.

Unividual is a Chartered Financial Planning business that provides bespoke financial planning services to individuals and businesses. We are a women and LGBTQIA led financial advice business with offices in Bath, Edinburgh, and London. We prioritize education and offer free financial planning guides, money management articles, and videos to help people understand the role of financial advice. Our mission is to improve financial literacy, stability, and wellbeing.

Welcome to City Financial Planning Limited, a financial advisory service that helps individuals plan and manage their finances. We offer a comprehensive financial planning service for all your investment and protection needs, including pension planning, life assurance, income protection, investments, mortgages, and more. Our experienced and knowledgeable team will work with you to understand your financial goals and objectives, and provide personalized advice and guidance to help you achieve them.