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BEST RATED BATH, UK FINANCIAL SERVICES

3 Best Financial Services in Bath, UK

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!

Unividual Bath
Unividual Bath
Unividual Bath
Bath financial services Unividual Bath video
5+ YEARS IN TBR
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UNIVIDUAL BATH

(4.9 Score)
Sterling House Upper Bristol Road, Bath BA1 3AN, UK Directions

Since 2000

Speciality:

✓ Financial Advice ✓ Financial Planning ✓ Mortgage Advice ✓ Pensions ✓ Retirement Planning ✓ Investing ✓ Wealth Management ✓ Life Insurance ✓ Legacy Planning ✓ Inheritance ✓ Shareholders Protection ✓ Business Structure ✓ Business Consultancy ✓ Workplace Pensions ✓ Staff Benefits ✓ Equity Release ✓ Long-Term Care

“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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Contact:

01225 427 474 0330 353 0150

Mon-Thu: 8am - 6pm
Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Future Wealth Management Bath
5+ YEARS IN TBR
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FUTURE WEALTH MANAGEMENT BATH

(4.8 Score)
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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Registration OC377925

Contact:

01225 446611

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

TBR® Inspection Report:

Saltus Partners LLP
Saltus Partners LLP
Saltus Partners LLP
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SALTUS PARTNERS LLP

(4.8 Score)
Queen Square House, Queen Square Place, Bath BA1 2LL, UK Directions

Since 2004

Speciality:

✓ Financial Planning ✓ Pensions and Retirement Planning ✓ Reducing Your Tax Burden ✓ Consolidating Your Wealth ✓ Protecting You and Your Assets ✓ Passing on Your Wealth ✓ Significant Life Events ✓ Investment Management ✓ Investment Process ✓ Track Record ✓ Sustainable Investing

“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.”

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Investment Performance: Cautious Portfolios Winner Awards in 2024
Top 100 Fund Selectors Winner Awards in 2024
Best Places to Work Winner Awards in 2024

Contact:

01489 663 700 020 7408 7778

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

TBR® Inspection Report:

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UNIVIDUAL BATH REVIEWS

Working in Finance myself I have very little time to plan my own financial matters. What Simon Hicks has done for me and my family has not only ensured our current situation and our futures are secured and protected, with has meant I can concentrate on my own work knowing everything is in good hands. Simon has helped us with our Wills, mortgage, life and critical illness insurance, pensions, investments and estate planning. We chat and meet regularly to discuss our ever changing needs and he’s always available and ready to help. Highly recommend him as a very experienced and knowledgeable Financial Adviser.

I found a lot of great reviews on Simon Hicks on VouchedFor. After meeting him I was impressed straight away. I only needed a mortgage, but he seemed to know a great deal about pensions, life cover and investments too. He was able to advise on the most suitable mortgage initially, rather than just picking a standard 5 year fixed off the shelf like a mortgage broker would do. Look forward to moving on to the investing side. Have told friends and family about Simon and would always recommend.

Simon Jones has supported me through setting up a pension fund and life assurance. The right balance of professionalism and holistic approach to what felt like an area I didn’t want to acknowledge. I am super pleased with what Simon has put in place and feel more relaxed about my future finances and choices.

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FUTURE WEALTH MANAGEMENT BATH REVIEWS

Not only has my investment been carefully managed over the years, with very pleasing results but the everyday client care is exemplary. In particular, when I found myself with a family emergency to handle urgently, the team went above and beyond, to expedite a small, temporary withdrawal, that I might have the means to immediately deal with the matter. I cannot thank them enough. A special shout out to Nick and Marie, for their personal involvement, I’m humbled by their humanity and forever grateful. I feel valued as an individual, never have to chase anyone for information and will receive ‘phone calls periodically, just to make sure all is well and that my needs are still being best represented. I would highly recommend them.

I have just had a face to face quarterly review with Nick Woodford and appreciate the extra touch of Nick coming to see me in person to discuss things. Zoom is great but nothing beats catching up in person. Nick is well aware of my current situation and pension requirements. Nick gave me very sound advice (as always) whilst also fully understanding my current requirements. I have now been with Nick and FWM for almost 4 years and wouldn't want my pension pot to be with anybody else! Thoroughly recommended from my side.

Nick Woodford and Marie Henderson are the best team to have! Thank you so much for all your help, support and guidance. It makes such a difference knowing that you are always on the end of the phone in addition to our regular reviews and that my investments are in such very capable hands; allowing me both flexibility and security. I wouldn’t be without you.

SALTUS PARTNERS LLP REVIEWS

Ivan at Saltus helped me set up a pension when I became self-employed several years ago. The process was painless and I've been very happy with the results ever since. All communications have been professional and even enjoyable. Ivan has also helped me set up a private ISA, which has been better in every way than constantly shopping around for high-street deals. Highly recommended.

Saltus have been very helpful in managing my pension pot. Ivan is very clear with his advice and explains everything in a simple and easy to understand way. My pot has grown considerably with them and I am very pleased with their services.

Ivan at Saltus has been looking after my pension for years now. I have only good things to say about the service I receive. Always good communication, easy access to the performance of my investments and Ivan, especially, fills me with confidence that my money is in the right place. Thoroughly recommend.

TBR® Inspection Score Report

UNIVIDUAL BATH Total Inspection Points: 117/120
Business Hours: 9
Contact Info: 9
Current Evaluation: 9
Acknowledgements: 10
Complete Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Videos: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

FUTURE WEALTH MANAGEMENT BATH Total Inspection Points: 115/120
Business Hours: 9
Complete Info: 9
Contact Info: 9
Reviews Accuracy of : 9
Reviews Study: 9
Acknowledgements: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

SALTUS PARTNERS LLP Total Inspection Points: 114/120
Reviews Study: 8
Business Hours: 9
Complete Info: 9
Reviews Accuracy of : 9
Website Standard: 9
Acknowledgements: 10
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
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