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Best Financial Advisors in Bristol

Handpicked from 132 vetted & reviewed Financial Planning & Wealth Management firms in the Bristol area, discover the top 5 elite providers among the selected group of 24 finalists.

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Perennial Wealth

Perennial Wealth

(31)
  • Market
  • Pension
  • Advice
“Dale really knows his stuff! He took my wife's under performing pensions she had accumulated overtime and bundled them together. It's not only easy to mange now but the new pension is performing way beyond expectations! Positive Responsiveness, Quali...”
Free Initial Consultation
Trym Lodge, 1 Henbury Rd, Bristol BS9 3HQ
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Leaf Financial Advisers

Leaf Financial Advisers

(50)
Pensions, Equity Release, Ethical Pension & Investments
“Andy is a very friendly guy who goes to great efforts to provide the best advice and information available. He advised me primarily on equity release but was also able to help with pensions. He is very knowledgeable and I shall definitely be using hi...”
Transparent Fees & Pricing
Free Initial Consultation
39 Cromwell Rd, St Andrew's, Bristol BS6 5HD
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Elite Financial Consulting

Elite Financial Consulting

(50)
  • Deadlines
  • Remortgage
  • Sorting
“Thank you to Natalie for helping us find our mortgage for our house purchase. Natalie picked up from a previous company that let us down and did more in a day than the previous company did in a week. Natalie kept us up to date through the whole proce...”
Free Initial Consultation
Suite 9, Storage Giant, 821 Bath Rd, Brislington, Bristol BS4 5NL
Featured

Are your finances healthy? When was the last time you reviewed your financial situation? Like getting a check-up for your physical health to keep your health intact, you need to regularly perform a financial check-up to keep your finances healthy. We can help you to review your situation with a financial health check. We will look at things like: 🔹 Identifying your financial goals 🔹 Making adjustments and reviewing your budget 🔹 Tracking your spending 🔹 Checking your credit report Whether you're on top of your finances or feel like you've been burying your head in the sand, we're here to help 💙 Book a consultation with us via our website! #remortgage #mortgages #mortgagebroker #lifeinsurance #lifeinsurancebroker #financialservices #bristol #movinghome #insurance #wills #investments #bristolfinance #bristolfinancialadviser #financialservicesbristol...

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Frazer James Financial Advisers

Frazer James Financial Advisers

(50)
  • Sound
  • Advice
  • Information
“After trying multiple companies to manage our pensions, my wife found Frazer James, we did a lot of research and after consultation and an awesome, simple to understand meeting we plunged in. Couldn't have made a better choice. Pensions invested in...”
Free Initial Consultation
Square Works, 17 - 18 Berkeley Square, Bristol BS8 1HB
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Moneo Wealth Management

Moneo Wealth Management

(46)
  • Mind
  • Goals
  • Advice
“We have been Moneo clients since 2009. We were managing our own investments but it became clear that we needed professional advice. With Moneo's guidance our portfolio has achieved steady and consistent growth. At our annual planning meetings, we dis...”
Transparent Fees & Pricing
61 Apsley Rd, Clifton, Bristol BS8 2SW
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
98.1 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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The Aspire Partnership

The Aspire Partnership

(49)
  • Cashflow
  • Team
  • Management
“I have known Naomi Keith for many years. Not only is she a delightful and warm person to be around, but she is completely trustworthy and always offers advice that is reassuring, personal to one's own circumstances and absolutely on the mark. So much...”
61 Queen Charlotte St, Bristol BS1 4HQ
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Unividual | Bath Financial Advice

Unividual | Bath Financial Advice

(50)
  • Critical Illness
  • Mortgage
  • Knowledge
“We were looking for advice for our finances as a whole and were recommended Simon Hicks by a friend. He took care of all of our mortgage and protection needs to begin with, then when we were ready we moved onto pensions and investments. His knowledge...”
Transparent Fees & Pricing
Sterling House, Upper Bristol Rd, Bath BA1 3AN
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Michelle Strelley Mortgage & Protection Adviser

Michelle Strelley Mortgage & Protection Adviser

(40)
  • Eye
  • Rate
  • Patient
“Michelle was there for us 24/7, she has answered all the silly questions we had without hesitation! We started talking about getting mortgage around 1 year ago, there was so so many if(s), but she managed to find the best way to get our own house and...”
In Business Since 2020
9 High St, Shirehampton, Bristol BS11 0DT
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Ifamax Wealth Management Bristol

Ifamax Wealth Management Bristol

(35)
  • Tailored
  • Phone
  • Meetings
“I've been with Ifamax since 2014 and highly recommend their services. Max and members of his team are welcoming, knowledgeable, informative and efficient. The structure of their meetings with practical paperwork, ensure an easy, straightforward and ...”
In Business Since 2003
Transparent Fees & Pricing
Ground Floor, 1 Temple Back, Redcliffe, Bristol BS1 6FL
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Streets Steele - Bristol Accountants

Streets Steele - Bristol Accountants

(34)
  • Team
  • Company
  • Financial
“Having had negative experiences with other accountants I was delighted to have discovered Ben Steele; his firm has been so utterly supportive during the pandemic and has made sure his clients have been provided with advice and updates on other source...”
Remote Consultations Available
Stanway House, Almondsbury Business Centre, Woodlands, Bradley Stoke, Bristol BS32 4QH
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Ellis Davies Financial Planning

Ellis Davies Financial Planning

(37)
  • Financial Markets
  • Advice
  • Financial Well-Being
“Nick and the rest of the team that I have had a reason to communicate with have provided excellent client service. Nick is always friendly and professional. He makes sensible suggestions and explains them to me in a way I can understand. I now feel...”
91-93 Alma Rd, Clifton, Bristol BS8 2DP
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BPA Immigration Lawyers

BPA Immigration Lawyers

(37)
Student Visa, Refusal & Appeal, EU Visa
“Amazing service from start to finish and me and my partner now have our visa! The process was made extremely easy for us and saved us a lot of stress. Any queries were answered quickly and quickly promptly. I would highly recommend to anyone looking...”
In Business Since 2022
75A Jacob's Wells Rd, Hotwells, Bristol BS8 1DJ
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11.2 Financial Planning

11.2 Financial Planning

(23)
  • Jargon
  • Financial Advice
  • Future
“Greg has been managing my pensions and investments for many years now in an efficient and productive manner. Almost as importantly he does this in a highly personalised and friendly manner. He will always find time to discuss matters with you and res...”
In Business Since 2020
Transparent Fees & Pricing
Offers Financing Options
130 Aztec W, Bristol BS32 4UB
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Domus Financial Services

Domus Financial Services

(30)
  • Mortgage
  • Pension
  • Advice
“Domus helped me with my mortgage application for my first home. They clearly explained everything, found all the best options and talked through all the different stages really helping me understand the process. They even went above and beyond their ...”
Trym Lodge, 1 Henbury Rd, Avon, Bristol BS9 3HQ
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Cleeve Financial Planning

Cleeve Financial Planning

(50)
  • Financial Services
  • Understand
  • Investments
“Cleeve Financial Planning are the financial advisors I've wanted for decades, and I was fortunate to start using them in 2023. My advisor was very helpful, and provided a detailed analysis of what was best for my situation and explained many of the...”
KNIGHTWOOD COURT, Mead Rd, Stoke Gifford, Bristol BS34 8PS
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Kilsaran Financial Planning

Kilsaran Financial Planning

(37)
  • Pension
  • Investment
  • Questions
“I'm very happy with the service from Kilsaran Financial Planning. Stephanie is super friendly and very professional. She helped me set up a pension plan detailed to my needs. She was thorough in her process and explained every step. I look forward to...”
2610, The Quadrant, Aztec W, Almondsbury, Bristol BS32 4AQ
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Clifton Asset Management Plc

Clifton Asset Management Plc

(33)
  • Future
  • Pension
  • Understand
“I've had dealings with Clifton Asset Management on a professional basis, through SIPPclub, for nearly seven years. In that time, I've found every member of staff to be knowledgeable and efficient in their work, and quick in their replies. Most impo...”
The Pavilions, 69-71 Macrae Rd, Ham Green, Pill, Bristol BS20 0DD
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Churchill Wealth Management

Churchill Wealth Management

(28)
Financial Advisers, Pension Advisers, IFA
“Amazing service. Tim gave me great advice on my investments and financial plan, especially explaining ethical investments which I was interested to know more about. Would highly recommend. Great, clear and confident financial advice.”
13 Alma Vale Rd, Clifton, Bristol BS8 2HL
FAQs
Are Churchill Wealth Management independent?
Churchill Wealth Management remains fully independent and as such, you can be sure that, unlike many restricted firms, we will be able to recommend the best product for your requirements.
Will I have to deal with different advisers?
No. At Churchill, you will be given one adviser who will look after your affairs to avoid you having to explain your circumstances every time you make contact. The advisers are the business owners and as such you can be sure your adviser will remain in place for years to come rather than being regularly allocated new advisers.
Do I have to leave them as separate plans?
No. They can be consolidated into a more modern scheme or left where they are. Usually, clients with multiple plans find that some come with guarantees and some without. We will write to the pension provider on your behalf and find out all the required information before we make any suggestions.
Can you help?
Yes. A great many self-employed workers make lump sum contributions towards the end of the tax year. We can also set up regular contributions and make an additional contribution if required.
What advice should I take?
Great care needs to be taken when considering transferring final salary or defined benefit schemes as they are accompanied by guaranteed benefits. Only advisers with pension transfer specialist exams such as the AF3 are allowed to advise in this area. At Churchill, all our advisers carry the requisite qualifications and where appropriate, we can help transfer these plans.
You'll find more information on the FAQ page of our website.
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GS Verde Accountants

GS Verde Accountants

(24)
Digital Accounting Systems, Mergers, Acquisitions & Business Sales, Outsourced Finance Team
“As a small ltd company I have worked with Astrum for over 15 years including their help in setting up the company. I am now retiring and I would like to say a huge thank you to Astrum all you have done for me over the years. Its been a real pleasure...”
In Business Since 2021
Coupons & Offers
The Maples, 5 Main Rd, Cleeve, Bristol BS49 4FS
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Digby Associates

Digby Associates

(41)
  • As it Was
  • Questions
  • Insurance
“We first worked with Patty almost Two years ago. She helped us secure our mortgage on our first house during the back end of Covid when mortgages were tricky! She was so kind and understanding when we had a million silly questions (as it was all new ...”
57 Queen Square, Bristol BS1 4LF
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Miles Finch - Truly Independent

Miles Finch - Truly Independent

(6)
Free Consultation, Protection, Pensions
“Miles is very professional, friendly, trustworthy and helpful. He takes the time to explain things in an accessible way both verbally and in writing and personalises his advice and services to you holistically and as an individual. He is adaptable in...”
Emergency Services
Finzels Reach, Generator Building, Counterslip, Bristol BS1 6BX
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Chalkhill Blue Limited

Chalkhill Blue Limited

(8)
Consultancy, Training, Business Growth Coaching
“Chalkhill Blue have provided invaluable support to us over the years. Their coaching has enabled us to focus on our strengths and build an organisation which matches our values with our passion and aspirations. It has helped us achieve more than we t...”
In Business Since 2015
Transparent Fees & Pricing
Remote Consultations Available
Finzels Reach Generator Building, Counterslip, Bristol BS1 6BX
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Sovereign Independent Financial Advisers

Sovereign Independent Financial Advisers

(15)
  • Advice
  • Understanding
  • Sound
“Sovereign provide an excellent service and have resolved all the financial issues I had when I first became a customer, as well as giving sound advice, all of which I have acted upon. Thoroughly recommended.”
Transparent Fees & Pricing
Unit 4, Midland Way, Thornbury Office Park, Midland Way, Thornbury, Bristol BS35 2BS
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Absolute Wealth Management

Absolute Wealth Management

(9)
  • Confidence
  • Advice
“I've always found the team's financial advice to be fuss-free, straight-forward and sound. I wouldn't hesitate to recommend them, whether you have money to invest or want to understand how you can maximise what you have. You certainly don't have to b...”
Transparent Fees & Pricing
Offers Financing Options
Remote Consultations Available
41 North View, Westbury Park, Bristol BS6 7PY
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Retirement Planning and Investment Management Services in Bristol Cost Estimates

Minimum cost
£1254
Maximum cost
£10653
National Average
£3760
Avg Per Hour Rates
£378
£2507
£6894
Fair price range is based on 536 cost profiles
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Average Cost £3760
Minimum cost £1254
Maximum cost £10653
Avg Per Hour Rates £378

Fair range $2507 to $6894 is based on 536 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Bristol

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