3 Best Financial Services in Bath

“ Unividual Bath is a family-owned chartered financial planning firm and sets this progressive company apart is its distinctive financial planning model, meticulously crafted for each individual and business. Heading the firm is Lewis Baxter, a chartered financial planner and director of 'Unividual.' The team is committed to delivering customized 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 personalized financial insights.”

Read more

“Future Wealth Management. has securing your future, whether for yourself, your family, or your business, is crucial. 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.”

Read more

“Morgan Financial Group Ltd-Bath group has achieved healthy growth since its inception and is now recognised as one of the UK's premier financial services businesses. James Morris is the firm's independent financial adviser and mortgage consultant. Morgan Financial Group Limited was founded in 1992 following a management buyout from Morgan Insurance Brokers Limited of Staffordshire, a company that had traded since the 1950s. The team provides a highly personalised, face-to-face corporate and personal financial planning service, including all employee benefit arrangements. They also serve clients in Cheltenham.”

Read more