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The Bristol Guide

Bristol's Financial Advice Directory

Find a financial adviser or mortgage adviser you can trust — 120 firms, 75 contacts.

Our promise

Unlike some financial advice directories, we don't sell your personal information or charge financial advisers to be featured here.

How ranking works

No one pays to be on here. We simply rank firms top to bottom based on genuine customer reviews.

104 firms · financial advice · 73 contacts

Ranked top to bottom on genuine customer reviews — no one pays for a higher place.

Financial planner

1stplace on genuine customer reviews

Cleeve Financial Planning - Financial Advisers, Retirement Planning & Pension Advisers

Bristol

Full address not supplied

★ 5.0/5 · 221 reviewsRating from supplied listing

BS8 · Financial planner

2ndplace on genuine customer reviews

Frazer James Financial Advisers

17 Berkeley Square

Bristol, BS8 1

Full address not supplied

★ 5.0/5 · 147 reviewsRating from supplied listing

5 contacts

Financial planner

3rdplace on genuine customer reviews

Leaf Financial Advisers Ltd.

Bristol

Full address not supplied

★ 5.0/5 · 112 reviewsRating from supplied listing

Financial institution

#4

Goodwill Financial Services

98 Hollway Rd

Full address not supplied

★ 5.0/5 · 102 reviewsRating from supplied listing

Financial Advisor

#5

Digby Associates

Bristol

Full address not supplied

★ 5.0/5 · 97 reviewsRating from supplied listing

Financial planner

#6

Paradigm Norton Financial Planning

Bristol

Full address not supplied

★ 5.0/5 · 79 reviewsRating from supplied listing

Financial planner

#7

Hudson Rose

8 Perry Rd

Full address not supplied

★ 5.0/5 · 69 reviewsRating from supplied listing

Financial planner

#8

Perennial Wealth

Bristol

Full address not supplied

★ 5.0/5 · 53 reviewsRating from supplied listing

BS1 · Financial planner

#9

Ellis Davies Financial Planning Ltd

Colston Street

Bristol, BS1 4

Full address not supplied

★ 5.0/5 · 50 reviewsRating from supplied listing

5 contacts

BS1 · Financial planner

#10

Ifamax Wealth Management Bristol

1 Temple Back

Bristol, BS1 6FL

★ 5.0/5 · 49 reviewsRating from supplied listing

7 contacts

Financial planner

#11

Moneo Wealth Management Ltd

Bristol

Full address not supplied

★ 5.0/5 · 47 reviewsRating from supplied listing

Financial Advisor

#12

Kilsaran Financial Planning

Bristol

Full address not supplied

★ 5.0/5 · 40 reviewsRating from supplied listing

Financial planner

#13

Domus Financial Services

Bristol

Full address not supplied

★ 5.0/5 · 34 reviewsRating from supplied listing

Financial planner

#14

11.2 Financial Planning

Bristol

Full address not supplied

★ 5.0/5 · 31 reviewsRating from supplied listing

Financial Advisor

#15

Alton Wealth Management

Bristol

Full address not supplied

★ 5.0/5 · 31 reviewsRating from supplied listing

Business management consultant

#16

Sharkfin Consulting

The Spectrum, Bond St

Full address not supplied

★ 5.0/5 · 31 reviewsRating from supplied listing

Financial planner

#17

Churchill Wealth Management

33 Oakfield Road

Full address not supplied

★ 5.0/5 · 28 reviewsRating from supplied listing

Financial planner

#18

Lampiers Financial Planning

Bristol

Full address not supplied

★ 5.0/5 · 27 reviewsRating from supplied listing

Financial planner

#19

Plan Financial

Bristol

Full address not supplied

★ 5.0/5 · 22 reviewsRating from supplied listing

Financial planner

#20

Coronation Wealth Management- A Financial Planning Service based in Bristol

Bristol

Full address not supplied

★ 5.0/5 · 20 reviewsRating from supplied listing

Financial planner

#21

Lync Wealth Management | Bristol

Bristol

Full address not supplied

★ 5.0/5 · 20 reviewsRating from supplied listing

BS8 · Financial Advisor

#22

Birdie Financial Services

16 Clifton Park

Bristol, BS8 3BY

★ 5.0/5 · 19 reviewsRating from supplied listing

2 contacts

Financial planner

#23

Bowmore Financial Planning

Bristol

Full address not supplied

★ 5.0/5 · 19 reviewsRating from supplied listing

Financial planner

#24

Griesel Wealth Management

Bristol

Full address not supplied

★ 5.0/5 · 17 reviewsRating from supplied listing

Financial planner

#25

H&C Financial Planning Ltd

Bristol

Full address not supplied

★ 5.0/5 · 17 reviewsRating from supplied listing

Financial planner

#26

Milne Wealth Management Ltd

Bristol

Full address not supplied

★ 5.0/5 · 16 reviewsRating from supplied listing

Financial planner

#27

Alma Vale Wealth Management Limited

3 Druid Hill

Full address not supplied

★ 5.0/5 · 16 reviewsRating from supplied listing

Financial planner

#28

Stride Financial Advice

Clevedon

Full address not supplied

★ 5.0/5 · 12 reviewsRating from supplied listing

Financial planner

#29

Absolute Wealth Management Ltd

Bristol

Full address not supplied

★ 5.0/5 · 10 reviewsRating from supplied listing

Finance broker

#30

Adviserfinance Ltd

Bristol

Full address not supplied

★ 5.0/5 · 10 reviewsRating from supplied listing

Marketing agency

#31

CreativeAdviser

40 Berkeley Square

Full address not supplied

★ 5.0/5 · 10 reviewsRating from supplied listing

Financial Advisor

#32

Glamis IFA

Bristol

Full address not supplied

★ 5.0/5 · 9 reviewsRating from supplied listing

Financial planner

#33

Crane Williams Independent Financial Advice

Bristol

Full address not supplied

★ 5.0/5 · 9 reviewsRating from supplied listing

Financial planner

#34

Purple Fox Financial Planning Ltd.

Address not supplied

★ 5.0/5 · 9 reviewsRating from supplied listing

Financial planner

#35

Tom Williams - Financial Adviser, Retirement Adviser & Investment Adviser

Bristol

Full address not supplied

★ 5.0/5 · 8 reviewsRating from supplied listing

Financial Advisor

#36

EveryStep Financial

49 High St

Full address not supplied

★ 5.0/5 · 8 reviewsRating from supplied listing

Financial Advisor

#37

Clifton Wealth Partnership

Bristol

Full address not supplied

★ 5.0/5 · 7 reviewsRating from supplied listing

Financial planner

#38

Clifton Wealth Management

49 Princess Victoria St

Full address not supplied

★ 5.0/5 · 6 reviewsRating from supplied listing

Financial planner

#39

Komo Wealth

Bristol

Full address not supplied

★ 5.0/5 · 6 reviewsRating from supplied listing

Financial planner

#40

Rathbones

Bristol

Full address not supplied

★ 5.0/5 · 4 reviewsRating from supplied listing

Financial planner

#41

Harold Stephens

50 High St

Full address not supplied

★ 5.0/5 · 4 reviewsRating from supplied listing

Recruiter

#42

Marks Sattin

Spectrum, Bond St

Full address not supplied

★ 5.0/5 · 4 reviewsRating from supplied listing

Financial planner

#43

Sandford House Financial Planning

Winscombe

Full address not supplied

★ 5.0/5 · 4 reviewsRating from supplied listing

Financial Advisor

#44

Shaw & Co Corporate Finance Bristol

Bristol

Full address not supplied

★ 5.0/5 · 3 reviewsRating from supplied listing

Financial planner

#45

Brunel Financial

17-19 Berkeley Square

Full address not supplied

★ 5.0/5 · 3 reviewsRating from supplied listing

Financial planner

#46

Paul Russell Financial Services Ltd

Bristol

Full address not supplied

★ 5.0/5 · 2 reviewsRating from supplied listing

Investment company

#47

Evelyn Partners - Bristol

Bristol

Full address not supplied

★ 5.0/5 · 2 reviewsRating from supplied listing

Financial planner

#48

Adams Financial Planning Ltd

Bristol

Full address not supplied

★ 5.0/5 · 2 reviewsRating from supplied listing

Investment service

#49

Greenbank

7th Floor

EQ, 111 Victoria St

Full address not supplied

★ 5.0/5 · 2 reviewsRating from supplied listing

Financial planner

#50

Fairstone

4 Queen Street

Full address not supplied

★ 5.0/5 · 1 reviewRating from supplied listing

Financial planner

#51

Positive Independent Financial Planning

Bristol

Full address not supplied

★ 5.0/5 · 1 reviewRating from supplied listing

Financial planner

#52

Nicholls Stevens Financial Services

Bristol

Full address not supplied

★ 5.0/5 · 1 reviewRating from supplied listing

Financial Advisor

#53

Harbourside Corporate Finance

Bristol

Full address not supplied

★ 5.0/5 · 1 reviewRating from supplied listing

Financial planner

#54

Strong Financial Solutions

163 Harrington Rd

Full address not supplied

★ 5.0/5 · 1 reviewRating from supplied listing

Financial planner

#55

OPW Chartered Financial Planners | Independent Pension & Investment Advice

Bristol

Full address not supplied

★ 5.0/5 · 1 reviewRating from supplied listing

Financial planner

#56

atomos

3rd Floor

One Castlepark Tower Hill

Blok, Tower Hill

Full address not supplied

★ 5.0/5 · 1 reviewRating from supplied listing

Financial planner

#57

Henri James Wealth

30 Queen Square

Full address not supplied

★ 5.0/5 · 1 reviewRating from supplied listing

Financial planner

#58

National Friendly Financial Solutions

11-12 Queen Square

Full address not supplied

★ 5.0/5 · 1 reviewRating from supplied listing

Education Centre

#59

Affinity Connect

Level 1

Bull Wharf, Redcliff St

Full address not supplied

★ 5.0/5 · 1 reviewRating from supplied listing

Finance broker

#60

Fundsurfer

Newminster House, 27- 29 Baldwin St

Full address not supplied

★ 5.0/5 · 1 reviewRating from supplied listing

Financial planner

#61

Crowe UK

First floor, 35-38 High St

Full address not supplied

★ 5.0/5 · 1 reviewRating from supplied listing

Financial institution

#62

Hartsfield Trustee

Finzels Reach

Generator Building, Counterslip

Full address not supplied

★ 5.0/5 · 1 reviewRating from supplied listing

Financial planner

#63

Elite Financial Consulting Ltd

Bristol

Full address not supplied

★ 4.9/5 · 105 reviewsRating from supplied listing

Financial planner

#64

Saltus

Bristol

Full address not supplied

★ 4.9/5 · 33 reviewsRating from supplied listing

Financial planner

#65

Shackleton. Britain's financial adviser - Bristol

Bristol

Full address not supplied

★ 4.9/5 · 22 reviewsRating from supplied listing

Financial planner

#66

Sovereign Independent Financial Advisers Ltd

Bristol

Full address not supplied

★ 4.9/5 · 19 reviewsRating from supplied listing

Financial planner

#67

4 Financial Planning

Bristol

Full address not supplied

★ 4.9/5 · 18 reviewsRating from supplied listing

Financial Advisor

#68

F D Cummins Financial Planning Ltd

Bristol

Full address not supplied

★ 4.9/5 · 16 reviewsRating from supplied listing

Financial Advisor

#69

Miles Finch - Truly Independent Ltd

Bristol

Full address not supplied

★ 4.9/5 · 14 reviewsRating from supplied listing

Financial planner

#70

Ovation Finance Ltd

Bristol

Full address not supplied

★ 4.9/5 · 12 reviewsRating from supplied listing

Finance broker

#71

Clifton Private Finance

2 Portland St

Full address not supplied

★ 4.8/5 · 322 reviewsRating from supplied listing

BS1 · Financial Advisor

#72

The Aspire Partnership LLP

61 Queen Charlotte Street

Bristol, BS1 4HQ

★ 4.8/5 · 83 reviewsRating from supplied listing

15 contacts

Financial Advisor

#73

MKFP Ltd

Henleaze House, Harbury Rd

Full address not supplied

★ 4.8/5 · 20 reviewsRating from supplied listing

Software company

#74

Payaca

Queen Charlotte House, 53-55 Queen Charlotte St

Full address not supplied

★ 4.7/5 · 29 reviewsRating from supplied listing

Financial planner

#75

Blue Wealth

141 Whiteladies Rd

Full address not supplied

★ 4.7/5 · 13 reviewsRating from supplied listing

Financial Advisor

#76

Hartsfield

Generator Building, Counterslip

Full address not supplied

★ 4.7/5 · 9 reviewsRating from supplied listing

Financial planner

#77

Lansdown Place Wealth Management

2 Oakfield Rd

Full address not supplied

★ 4.3/5 · 4 reviewsRating from supplied listing

Financial Advisor

#78

St. James's Place Bristol

Bristol

Full address not supplied

★ 4.2/5 · 5 reviewsRating from supplied listing

Business-to-Business service

#79

Commercial Property Advisors Ltd

35, 38 High St

Full address not supplied

★ 4.1/5 · 44 reviewsRating from supplied listing

Financial institution

#80

Parmenion Capital Partners LLP

Finzels Reach

Aurora, Counterslip

Full address not supplied

★ 3.8/5 · 18 reviewsRating from supplied listing

BS1 · Financial planner

#81

Hargreaves Lansdown

Bristol, BS1 5

Full address not supplied

★ 3.5/5 · 270 reviewsRating from supplied listing

28 contacts

Financial planner

#82

Titan Wealth Planning

Floor 7

East Wing 3

Temple Quay, Temple Back E

Full address not supplied

★ 3.2/5 · 9 reviewsRating from supplied listing

Consultant

#83

FRP Advisory

Kings Orchard, 1 Queen St

Full address not supplied

★ 3.0/5 · 2 reviewsRating from supplied listing

Financial planner

#84

Close Brothers Asset Management - Bristol office

2nd Floor, 1 Queen St

Full address not supplied

★ 2.5/5 · 2 reviewsRating from supplied listing

Financial planner

#85

Hartley Pensions - SIPPs, SSAS, ISAs & More

5th floor, 25 Marsh St

Full address not supplied

★ 1.6/5 · 37 reviewsRating from supplied listing

Financial planner

#86

Brunel Wealth Ltd

The Crescent Centre, Temple Back

Full address not supplied

No reviews in supplied listing

Insurance broker

#87

ConsultaLife

31-34 High St

Full address not supplied

No reviews in supplied listing

BS20

#88

Finlink Paraplanning

Newfoundland Way

Bristol, BS20 7

Full address not supplied

7 contacts

Financial Advisor

#89

Francis Clark Financial Planning Bristol

Ground Floor, 90 Victoria St

Full address not supplied

No reviews in supplied listing

Financial planner

#90

Goodmans Financial Planning

4 College Green

Full address not supplied

No reviews in supplied listing

Financial Advisor

#91

Independent Financial Advisory Service

2 Tower Ln

Full address not supplied

No reviews in supplied listing

Investment service

#92

JM Finn

22-24 Queen Square

Full address not supplied

No reviews in supplied listing

Private equity firm

#93

LDC Bristol

22-24 Queen Square

Full address not supplied

No reviews in supplied listing

Financial planner

#94

Principal Film Finance Ltd

The Picture House, 4 Lower Park Row

Full address not supplied

No reviews in supplied listing

Financial planner

#95

Regal Independent Financial Services Ltd

Bristol

Full address not supplied

No reviews in supplied listing

Bristol

#96

Rose FP Solutions

Bristol

Full address not supplied

1 contact

Financial Advisor

#97

Southernhay Financial Planning (previously CWIFA)

Bristol

Full address not supplied

No reviews in supplied listing

BS35

#98

Sovereign IFA

55 High Street

Bristol, BS35 2AP

3 contacts

Financial planner

#99

Star House Financial Services Ltd

Bristol

Full address not supplied

No reviews in supplied listing

Financial Advisor

#100

Succession Wealth - Bristol

Whitefriars St, Lewins Mead

Full address not supplied

No reviews in supplied listing

Financial planner

#101

Sullivan & Co Financial Planning Senior Partner Practice of St. James's Place Wealth Management

Bristol

Full address not supplied

No reviews in supplied listing

Financial Advisor

#102

Sunrise Independent Financial Advisers Ltd

Ste 203

Avon, 179 Whiteladies Rd

Full address not supplied

No reviews in supplied listing

Financial planner

#103

Thomas Fear Financial Planning

1 Eastfield Rd

Full address not supplied

No reviews in supplied listing

Financial Advisor

#104

Thrings Financial Services Team

The Paragon Bldg, 32 Counterslip

Full address not supplied

No reviews in supplied listing