Financial Advisers in Bath
Our financial advice
From investment advice to financial planning, pension advice to long term care, our advisers in Bath are on hand to help you get a clear view on the present and a strong plan for the future.
Our advisers can help you to:
- Meet your financial goals
- Increase your confidence as an investor
- Draw up a financial strategy for retirement
- Plan a financial future for you and your family
Pension advice Bath
Your retirement is one of the most important points in your financial life. For many, it’s something to look forward to but it’s also not without its complications. Our advisers can help you:
- Review your pension(s) and suggest how to squeeze more out of them
- Explain options such as drawdown, annuities and taking the tax free portion of your pension
- Plan your finances leading up to, moving into and throughout your retirement
Choosing your financial adviser in Bath
Choosing a financial adviser is important. You’re putting your hard earned money in someone else’s hands and it’s important you feel comfortable talking about something as personal as your finances with someone you don’t know.
Find out more about financial advice near Bath
Events near you
Book your spot at one of our free seminars. We’ll be discussing: Approaching retirement, Managing your money in retirement and Inheritance tax. You’ll find out about the common misconceptions and pitfalls around each topic and how advice can help.
Meet a local adviser
Our advisers offer one on one sessions. No advice can be given at this stage but they can answer burning questions about advice and help you find out if and how you could benefit. These 30 minute sessions are free and there’s no obligation to take advice. Book in a session with a local adviser today.
Advice in 3 easy steps
2. Only receive what's right for you
We’ll only recommend you meet a financial adviser if it’s right for you. If not, we’ll offer further information to help you make decisions for yourself – it’s your call.
3. Meet your adviser
If you choose to progress from our free call back and take full advantage of our advice, we’ll book your first free meeting with an adviser. They won’t provide advice at this stage but they’ll discuss the process and charges with you and start getting into what you want to achieve through advice.
Speak to our helpdesk
Financial Advice FAQs
Ask us anything and we'll see how we can help. Here are a few of our most frequently asked questions: