BEST RATED BATH, UK FINANCIAL SERVICES

3 Best Financial Services in Bath, UK

Name: 3 Best Financial Services in Bath, UK
Rating: 4.8

Expert-recommended Top 3 Financial Services in Bath, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

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UNIVIDUAL BATH

4.9

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

Since 2000

Speciality:

“Unividual Bath is a family-owned chartered financial planning firm, and what sets this progressive company apart is its distinctive financial planning model, meticulously crafted for each individual and business. The team is committed to delivering customised financial plans for all clients. The success of their business lies in providing clients with a singular, secure source for comprehensive financial advice. With chartered financial planners boasting the latest industry expertise, 'Unividual' remains a trusted choice. Whether you seek a comprehensive financial overhaul or specific advice, their tailored financial planning guidance spans every aspect of your personal and business finances. Their emphasis on knowledge-sharing empowers you to make well-informed decisions. Feel free to reach out to them for personalised financial insights.

2025 Update: The company has award-winning financial advisers. The company has over 25 members of staff and a team of Chartered Financial Planners who provide personal or business financial advice to clients across the UK, as well as throughout Bath and Somerset. With the support of your own dedicated financial adviser, together they will build your financial literacy, well-being and proactively plan all your finances.”

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FUTURE WEALTH MANAGEMENT BATH

4.8

4 Queen Street, Bath BA1 1HE, UK Directions

Speciality:

✓ Investment Planning ✓ Retirement Planning ✓ Protection Planning ✓ Corporate Services ✓ Mortgages and Specialist Banking ✓ Exploring Intergenerational Wealth Management ✓ Inheritance Tax ✓ Gifts ✓ Protection Planning ✓ Later Life Planning ✓ Long Term Care ✓ Estate Administration ✓ Wills and Powers of Attorney ✓ Professional Trustee Services ✓ Will Writing ✓ Philanthropy and Charitable Giving ✓ Corporate Planning ✓ Shareholders ✓ Employee Benefits ✓ Corporate Pensions ✓ Tax Mitigation ✓ Exit Strategy

“Future Wealth Management Bath provides a wide range of services, whether you are looking to build, grow, protect or preserve your wealth. Future Wealth Management is a Senior Partner Practice of St. James's Place Wealth Management, a well-renowned wealth management firm in the UK. They appreciate that you are unique and have your financial principles, so they tailor their services and recommendations specifically to you. They focus on getting to know their clients well, forging long-term relationships built on mutual trust and understanding. They specialise in meeting the financial needs of people who have created significant capital or earn higher incomes.

2025 Update: Through personalised, face-to-face advice, they help you make informed decisions and strive to ‘earn the right’ to be your trusted adviser for years to come.”

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SALTUS PARTNERS LLP

4.8

Queen Square House, Queen Square Place, Bath BA1 2LL, UK Directions

Since 2004

Speciality:

“2025 Update: Saltus Partners LLP has been helping clients throughout the Somerset region for over 20 years. Alistair Williamson is the chartered financial planner and partner of the company. The company has 400 employees. They provide a wide range of award-winning investment management solutions so they can find the one that best meets your needs, to deliver optimal risk-adjusted returns. They prioritise their clients and are dedicated to helping you achieve your goals, whether that’s building a comfortable retirement, reducing the tax you pay, or passing on your wealth. They offer wealth management services that help you make informed decisions and adapt your plans as life changes. Their Bath financial advisers are ready to listen and guide you through the complexities of the investment landscape to build a financial plan that is right for you. Saltus Partners LLP has offices in Whiteley, Bath, Bournemouth, Bristol, Farnham, Leigh-on-Sea, London, Newcastle, Penarth, St Albans, and Wells.”

3 Best Financial Services in Bath, UK