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Best Financial Advisors in Bath

Handpicked from 108 vetted & reviewed Financial Planning & Wealth Management firms in the Bath area, explore the top 5 standout choices among the selected group of 24 finalists.

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Unividual | Bath Financial Advice

Unividual | Bath Financial Advice

(30)
  • Peace
  • Future
  • Knowledge
“Simon was responsive, understanding, insightful and very reassuring. Applying for a mortgage as a single, self-employed person is a daunting task. He made it as stress free as it could have been. What I expected to be an overwhelming task was a very ...”
Transparent Fees & Pricing
Sterling House, Upper Bristol Rd, Bath BA1 3AN
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OCL Accountancy

OCL Accountancy

(9)
Outsourcing Your Workload to us: Payroll and Auto-Enrolment, Business Tax Planning, Company Formations and Secretarial Services
“OCL have looked after our small business accounts alongside our personal tax affairs for getting on for 10 years and in that time have saved us a huge amount of time, stress and money. Readily available, efficient and friendly to deal with, I have no...”
In Business Since 2010
141 Englishcombe Ln, Bath BA2 2EL
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Hartsfield

Hartsfield

(8)
“Absolutely brilliant in every way from Hartsfield Financial Services, can not fault them! John White our advisor is excellent at what he does and gives us fantastic financial advice! Give them a call for your financial needs, you will not be disappoi...”
Transparent Fees & Pricing
Box House, The Coach House, Bath Rd, Box SN13 0RP
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Elite Financial Consulting

Elite Financial Consulting

(30)
  • Property
  • Sorting
  • House
“Jon pulled out all the stops to make sure that we could buy our dream house. I couldn't recommend Elite more, great service and job well done. Thank you so much”
Suite 9, Storage Giant, 821 Bath Rd, Brislington, Bristol BS4 5NL
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Future Wealth Management

Future Wealth Management

(30)
  • Understand
  • Family
  • Pension
“I have benefited from Keith's financial advice for over 30 years. It has been a great pleasure to know him and I recommend him as a financial advisor without hesitation.”
26 Queen Square, Bath BA1 2HX
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
98.2 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Combined Financial Strategies

Combined Financial Strategies

(1)
Blog, Testimonials, Awards
“I worked in Financial Services for 28 years and thought I knew how to spot a good Financial Adviser, but prior to meeting Jonothan made the mistake of accepting a personal recommendation to a well known national firm, and repented at my leisure (as t...”
Transparent Fees & Pricing
In Business Since 2008
38 Gay St, Bath BA1 2NT
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Watson Financial

Watson Financial

(3)
Protection, Mortgages, Professional Financial Advice
“Superb service and excellent knowledge. Would recommend Martin Watson to anybody looking for mortgage or investment advice.”
3 Fountain Buildings, Bath BA1 5DU
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4 Financial Planning

4 Financial Planning

(6)
“We had multiple meetings with Ian. He gave us some great advices on regular investment platforms and helped us decide on repayment strategy for our mortgage. Great person, honest, patient and easy to talk to.”
Science Park, Bristol & Bath, Dirac Cres, Bristol BS16 7FR
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Bailey Cook Financial Planning

Bailey Cook Financial Planning

Tailored Service, Your Financial Plan, What We Do
“The world of finance moves quickly, and our role is to keep pace with it so you have the reassurance that your financial planning is in safe hands, giving you and your family invaluable peace of mind. Putting our clients at the very heart of everythi...”
First Floor, 6 Gay St, Bath BA1 2PH
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Premier Financial Planning

Premier Financial Planning

(3)
“David was efficient and very helpful in his advice to my wife when she was seeking some independent advice on her pension. He was very quick to respond and explained things in a way which we both understood!”
In Business Since 2010
4 Queen St, Bath BA1 1HE
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William Dixon & Associates

William Dixon & Associates

(13)
  • Team
  • Investments
  • Efficiently
“Thank you Helen Foster for Absolutely fantastic and proffesional service, in obtaining a difficult mortgage for me. You went above and beyond and I am extremely grateful. Very highly recommended.”
In Business Since 2001
The Old Barn Clays End, Newton St Loe, Bath BA2 9DE
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McKenzie & Co Financial Consultants

McKenzie & Co Financial Consultants

(3)
“Executed a complicated pension consolidation and transfer. Great service from Ed and the team”
6 Kingsmead Square, Bath BA1 2AB
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Matheson Charles

Matheson Charles

(2)
“Toby was very helpful and explained things clearly, no pressure, no tricks. Would happily use again in the future.”
In Business Since 2021
6/7 Trim St, Bath BA1 1HB
Featured

It's #PensionAwarenessDay, so what better time to announce our newest charity partner! Matheson Charles is a financial planning firm serving Bath and the surrounding area. Following a no-obligation quote, they will make a substantial donation to WHY when you mention us on booking a service.nn...

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Morgan Financial Group

Morgan Financial Group

(2)
“Fantastic mortgage advice for the last 5 years from James Morris, hes put up with endless mortgage questions for my buy to let portfolio, and always explained what can be a very complicated process in a simple manner. Thanks James ! Daniel Byrd”
In Business Since 1997
41 Gay St, Bath BA1 2NT
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Mogers Drewett Solicitors

Mogers Drewett Solicitors

(7)
“I am so lucky that I followed my friend's suggestion and had Dear Martin Pratley as my solicitor. I cannot have been happier anymore. Martin is an excellent solicitor and Mogers Drewett is a very good agancy. Martin is responsible and gave me many s...”
In Business Since 2014
St James House, The Sq, Lower Bristol Rd, Bath BA2 3BH
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City Financial Planning Limited

City Financial Planning Limited

(1)
Newsletters, Videos, Research Links
“Great company and wonderful staff to work with.”
3, Princes Buildings, George St, Bath BA1 2ED
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Meldon & Co

Meldon & Co

“We ask all our clients to please remember that past performance is no guide to what might happen in the future, and that the value of investments and the income received from them may fall as well as rise. The guidance and/or advice contained within ...”
Bath St, Cheddar BS27 3AA
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Alpha House Wealth Management

Alpha House Wealth Management

Who we Look After, Financial Planning & Wealth Management
Transparent Fees & Pricing
Unit 14, Westway Business Centre, Marksbury, Bath BA2 9HN
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Watersheds

Watersheds

“All Watersheds Partners are qualified, experienced corporate finance experts with a strong background in either business management, banking or venture capital. We have sufficient knowledge and enthusiasm to be confident enough that the deals we work...”
Family Business
Coupons & Offers
8 Bath Rd, Swindon SN1 4BA
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Westview Financial Services

Westview Financial Services

Mortgages, Protection, Investments
“We believe it is your goals in life that should provide the basis of your financial plan. We will therefore look to identify your goals and objectives then evaluate your existing situation. This will allow us to assess whether you are on course to me...”
Transparent Fees & Pricing
Unit 14, Westway Business Centre, Marksbury, Bath BA2 9HN
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Fidelius

Fidelius

Pension Review, Consolidation, Protecting You & Your Family
“At Fidelius Group, we have dedicated lines for each of the services we offer. Get in touch and our expert team will be on hand to help. You can also fill out our contact form to have the necessary department contact you.”
No. 1, Quays, 1 Foundry Ln, Bath BA2 3GZ
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Money Wise Independent Financial Advisers

Money Wise Independent Financial Advisers

(4)
“Craig Chapman has dealt with our financial affairs in a most efficient and friendly way for some time now. Last night I emailed him with an important query regarding an investment which Money Wise do not handle. I had a full and very helpful respon...”
Alexander House, James St W, Bath BA1 2BT
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Mike Coram Associates

Mike Coram Associates

Financial Protection, Investments & Wealth Management, Pensions & Retirement Planning
“Savings, investments and making your money work for you. Our advice is independent and we build your finances around the right goals for you, whether you are new to investments or have pastexperience.”
In Business Since 2018
39 The Hollow, Bath BA2 1PA
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Find Financial Advisors Bath

Find Financial Advisors Bath

“It's already become the norm for consumers to make purchases, pay bills and control their finances in general using the mobile devices in their pockets. Smartphones are being used to monitor motorists' driving habits to establish how much they should...”
Free Initial Consultation
15a, Camden Crescent, Bath BA1 5HY
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Retirement Planning and Investment Management Services in Bath Cost Estimates

Minimum cost
£1234
Maximum cost
£10482
National Average
£3700
Avg Per Hour Rates
£372
£2467
£6783
Typical price range is based on 369 cost profiles
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Average Cost £3700
Minimum cost £1234
Maximum cost £10482
Avg Per Hour Rates £372

Typical range $2467 to $6783 is based on 369 cost profiles.

Why these companies made our list

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