Showing the top 5 rated and reviewed Financial Advisers and Mortgage Brokers near Bath (out of 514)

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187 reviews

50 recent reviews

4.8 out of 5

Rachel Henley

Fidelius Wealth Management

187 reviews

50 recent reviews

Top Rated 2024

Rachel Henley

Fidelius Wealth Management

0330 038 8942

I joined Fidelius in 2020 when Chartered Financial Management (UK) Limited was acquired by the Fidelius group....

I joined Fidelius in 2020 when Chartered Financial Management (UK) Limited was acquired by the Fidelius group. I am a Chartered Financial Planner with over 25 years experience in F...

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Bath (0.67 miles away)

Independent Financial Adviser

Verified since December, 2023

Free 30 minute initial consultation

Savings/pensions: Any level

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Insurance & Protection

Top Rated 2024

112 reviews

35 recent reviews

4.7 out of 5

Nick Twist

Fidelius Wealth Management

112 reviews

35 recent reviews

Top Rated 2024

Nick Twist

Fidelius Wealth Management

0330 038 8942

Nick joined Fidelius (then Money Wise) in August 2002 after obtaining a degree in Economics and Business Studi...

Nick joined Fidelius (then Money Wise) in August 2002 after obtaining a degree in Economics and Business Studies from Plymouth University. He is a Chartered Financial Planner, a Fe...

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Bath (0.56 miles away)

Independent Financial Adviser

Verified since December, 2023

Savings/pensions: Any level

Services offered:

Investments and Savings

Top Rated 2024

84 reviews

30 recent reviews

4.6 out of 5

Craig Chapman

Fidelius Wealth Management

84 reviews

30 recent reviews

Top Rated 2024

Craig Chapman

Fidelius Wealth Management

0330 038 8940

Craig joined Fidelius (then Money Wise) in August 2009 from the Chartwell Group and specialises in advising pr...

Craig joined Fidelius (then Money Wise) in August 2009 from the Chartwell Group and specialises in advising private clients on investments, retirement and inheritance tax planning,...

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Bath (0.56 miles away)

Independent Financial Adviser

Verified since December, 2023

Savings/pensions: Any level

Services offered:

Investments and Savings

Top Rated 2024

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83 reviews

26 recent reviews

4.7 out of 5

Chris Bence

Fidelius Wealth Management

83 reviews

26 recent reviews

Top Rated 2024

Chris Bence

Fidelius Wealth Management

0330 038 8941

I’m a committed financial planner with nearly 10 years’ experience. My key aim with all my clients is to de...

I’m a committed financial planner with nearly 10 years’ experience. My key aim with all my clients is to deliver a first class service and a financial solution that they underst...

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Bath (0.67 miles away)

Independent Financial Adviser

Verified since December, 2023

Free one hour initial consultation

Savings/pensions: Over £100,000

Services offered:

Investments and Savings

Top Rated 2024

71 reviews

27 recent reviews

4.6 out of 5

Paul Timmins

Fidelius Wealth Management

71 reviews

27 recent reviews

Top Rated 2024

Paul Timmins

Fidelius Wealth Management

0330 038 8941

Paul has over 25 years of financial advisory experience, most of which was building and running his own busine...

Paul has over 25 years of financial advisory experience, most of which was building and running his own business Robson Taylor IFA, before joining the Fidelius Group with his team ...

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Bath (0.56 miles away)

Independent Financial Adviser

Verified since December, 2023

Savings/pensions: Any level

Services offered:

Investments and Savings

Top Rated 2024