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Contributor

67%

MATCH FOR YOU

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4.7out of 5

Jonothan McColgan

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Healthcare, Equity Release, Offshore investing, Saving for children, Annuities, Auto Enrolment
Are you confident that you have a financial strategy that's geared to your stage of life, makes the most of your hard-earned money, spreads the risks ... Read More
Serves clients with: Over £250k of investable assets or household income
Jonothan's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner
Contributor

65%

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Joseph Maguire

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Services:  General Financial Planning, Investments & Savings, Pension and Retirement, Annuities, Auto Enrolment
Pensions and investment can be a dry or complicated areas. We simplify it and relate it to your own circumstances and needs.
Serves clients with: Any level of wealth
Contributor

59%

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Robert Gaussen

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Pension and Retirement, Saving for children, Annuities
Robert has recently joined the company, having spent 14 years in the financial services industry, with two national IFA firms. Prior to this Robert wa... Read More
Serves clients with: Over £100k of investable assets or household income
Contributor

59%

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Chris Bence

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Healthcare, Offshore investing, Saving for children, Mortgages
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 financ... Read More
Serves clients with: Over £100k of investable assets or household income
Contributor

58%

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4.8out of 5

Brian Hill

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% clients advised in each area  :

Investments

29%

Annuities

12%

Mortgages

21%

Pensions

76%

Insurance & Protection

35%

Later life planning

9%
Brian is Wiltshire's highest rated Independent Financial Adviser and regularly ranks in the 25 top rated IFA's in the UK, specialising in pensions and... Read More
Serves clients with: Over £50k of investable assets or household income
Brian's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

52%

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4.9out of 5

Tony Menghini

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% clients advised in each area  :

Investments

79%

Annuities

4%

Pensions

58%

Insurance & Protection

38%

Later life planning

8%
I am pleased to have been voted one of the UK's Top Rated IFA's. Having worked in financial services for over 30 years, and been an IFA for over 20, I... Read More
Serves clients with: Any level of wealth
Tony's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years

Latest client reviews of Bath IFAs

Careful consideration of my needs followed by appropriate action. Always availabl;e for phone consultations. Good knowledge of market. Ready to explain charges.    Read More
Michael Macturk
He has an excellent understanding of the financial world and takes the stress out of facing what would otherwise be an extremely confusing mountain to climb!   Read More
Jason

Can't find the right Bath IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Bath.

Michael SmithBelgrave Asset Management Limited
Markas GilmartinEpoch Wealth Management LLP
Benoit BouchaudHeronbridge Investment Management LLP
Fred BinsteadBath & City Financial Ltd
Mark LarbalestierBeckford James LLP
Peter DeggSovereign Wealth Management Ltd
Looking for a different Independent Financial Advisor (IFA) in Bath? Search by name