BEST RATED » BATH » FINANCIAL SERVICES

3 Best Financial Services in Bath, UK

Expert recommended Top 3 Financial Services in Bath, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the bee's knees!

FUTURE WEALTH MANAGEMENT

26 Queen Square, Bath BA1 2HX Directions

Since 2015

Here’s The Deal:
"
'Future Wealth Management' is a financial planning firm in Bath, England. The firm specialises in giving high-quality advice on many aspects of wealth management, and they are working with you to help you achieve your financial goals. Steven Andrews, Nigel Coleman and Keith Tadhunter are managing partners of 'Future Wealth Management'. Based on their core values of professionalism, the excellence of service and, most importantly, integrity, they will help you develop a wealth management strategy to satisfy your financial objectives and aspirations both now and in the future."

SPECIALITY:
Investment and Retirement Planning, ISAs, Junior ISAs, Unit Trusts, Growth and Income Portfolios, Discretionary and Stockbroking Services, Offshore Investments, Investing for Income, Investment Bonds, Maximising Your Pension Fund & Self Invested Pension Plan

Registration OC377925

[email protected]

f-w-m.co.uk

Reviews | Write a Review

Mon-Fri: 9am - 5pm
- Sat & Sun: Closed

TBR® Inspection Report:

UNIVIDUAL

Sterling House, Upper Bristol Road, Bath BA1 3AN Directions

Since 2000

Here’s The Deal:
"
'Unividual' is a family-owned chartered financial planning firm in Bath, England. The firm was established in 2000. What makes their progressive company unique is the financial planning model they have designed that is entirely bespoke to each unique individual and business. Lewis Baxter is the chartered financial planner and director of the 'Unividual.' They have over 15 professionals to provide tailored financial plans. Their business continues to be successful because they give the clients one safe place to seek advice for all of their finances. Their style is collaborative and educational, so clients have the knowledge and tools to make their conclusions on money instead of feel they are being told what to do. Chartered financial planners have the highest levels of up-to-date experience in the industry."

SPECIALITY:
Mortgage Advice, Retirement Planning, Building Wealth Through Investment Planning, Wealth Management, Tax Efficient Investments, Business Consultancy, Shareholder Protection, Life Insurance and Health Insurance, Legacy Planning and Inheritance, Business Exit Strategy, Business Shareholder Structures, Defined Benefits Transfers & Ethical Investing

Registration 3863319

[email protected]

unividual.co.uk/financial...

Reviews | Play Video

Mon-Sun: 8:30am - 5pm

TBR® Inspection Report:

MORGAN FINANCIAL GROUP LTD

41 Gay Street, Bath BA1 2NT Directions

Since 1992

Here’s The Deal:
"
Morgan Financial Group Ltd has been providing high-quality, independent financial guidance for over 50 years in Bath and Cheltenham. Steve Johnston is a director of Morgan Financial Group Ltd, and the firm has seven independent financial advisers to provide individual assistance to each client. They provide a highly personalised, face to face, corporate and personal financial planning service, including all employee benefit arrangements. Morgan Financial Group Ltd has an office at Arle Court, Hatherley Lane, Cheltenham, Gloucestershire, GL51 6PN."

SPECIALITY:
Investment, Income and Capital Tax Planning, Portfolio Construction, Inheritance Tax Planning Advice, Pre and Post Retirement Counselling, Personal, Self Invested, Income Drawdown and Occupational Pension Schemes, Life Assurance & Mortgages

Registration 2759457

[email protected]

mfgl.com

Reviews | Write a Review

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report: