The Bristol Guide

Financial advisers in Bristol, ranked by reviews

103 financial advice firms, ranked on genuine customer reviews. No one pays to be listed or to rank higher. How we rank and where ratings come from.

  1. 1st

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

    Bradley Stoke, Bristol · Financial planner

    ★ 5.0/5 from 221 reviews · score 4.98

  2. 2nd

    Frazer James Financial Advisers

    Square Works, 17 - 18 Berkeley Square, Bristol, BS8 1HB · Financial planner

    ★ 5.0/5 from 147 reviews · score 4.97

  3. 3rd

    Leaf Financial Advisers Ltd.

    39 Cromwell Rd, St Andrew's, Bristol, BS6 5HD · Financial planner

    ★ 5.0/5 from 112 reviews · score 4.96

  4. #4

    Goodwill Financial Services

    98 Hollway Rd, Stockwood, Bristol, BS14 8PG · Financial institution

    ★ 5.0/5 from 102 reviews · score 4.96

  5. #5

    Digby Associates

    57 Queen Square, Bristol, BS1 4LF · Financial Advisor

    ★ 5.0/5 from 97 reviews · score 4.96

  6. #6

    Hudson Rose

    8 Perry Rd · Financial planner

    ★ 5.0/5 from 69 reviews · score 4.95

  7. #7

    Perennial Wealth

    Bristol · Financial planner

    ★ 5.0/5 from 53 reviews · score 4.94

  8. #8

    Ellis Davies Financial Planning Ltd

    Colston Street, Bristol, BS1 4 · Financial planner

    ★ 5.0/5 from 50 reviews · score 4.94

  9. #9

    Ifamax Wealth Management Bristol

    1 Temple Back, Bristol, BS1 6FL · Financial planner

    ★ 5.0/5 from 49 reviews · score 4.94

  10. #10

    Moneo Wealth Management Ltd

    61 Apsley Rd, Clifton, Bristol, BS8 2SW · Financial planner

    ★ 5.0/5 from 47 reviews · score 4.94

  11. #11

    Kilsaran Financial Planning

    Bristol · Financial Advisor

    ★ 5.0/5 from 40 reviews · score 4.93

  12. #12

    Domus Financial Services

    Bristol · Financial planner

    ★ 5.0/5 from 34 reviews · score 4.93

  13. #13

    11.2 Financial Planning

    Bristol · Financial planner

    ★ 5.0/5 from 31 reviews · score 4.93

  14. #14

    Alton Wealth Management

    Bristol · Financial Advisor

    ★ 5.0/5 from 31 reviews · score 4.93

  15. #15

    Sharkfin Consulting

    The Spectrum, Bond St · Business management consultant

    ★ 5.0/5 from 31 reviews · score 4.93

  16. #16

    Churchill Wealth Management

    33 Oakfield Road · Financial planner

    ★ 5.0/5 from 28 reviews · score 4.92

  17. #17

    Lampiers Financial Planning

    Bristol · Financial planner

    ★ 5.0/5 from 27 reviews · score 4.92

  18. #18

    Plan Financial

    Bristol · Financial planner

    ★ 5.0/5 from 22 reviews · score 4.92

  19. #19

    Coronation Wealth Management- A Financial Planning Service based in Bristol

    Bristol · Financial planner

    ★ 5.0/5 from 20 reviews · score 4.92

  20. #20

    Lync Wealth Management | Bristol

    Bristol · Financial planner

    ★ 5.0/5 from 20 reviews · score 4.92

  21. #21

    Birdie Financial Services

    16 Clifton Park, Bristol, BS8 3BY · Financial Advisor

    ★ 5.0/5 from 19 reviews · score 4.91

  22. #22

    Bowmore Financial Planning

    Bristol · Financial planner

    ★ 5.0/5 from 19 reviews · score 4.91

  23. #23

    Griesel Wealth Management

    Bristol · Financial planner

    ★ 5.0/5 from 17 reviews · score 4.91

  24. #24

    H&C Financial Planning Ltd

    Bristol · Financial planner

    ★ 5.0/5 from 17 reviews · score 4.91

  25. #25

    Milne Wealth Management Ltd

    Bristol · Financial planner

    ★ 5.0/5 from 16 reviews · score 4.91

  26. #26

    Alma Vale Wealth Management Limited

    3 Druid Hill · Financial planner

    ★ 5.0/5 from 16 reviews · score 4.91

  27. #27

    Stride Financial Advice

    Clevedon · Financial planner

    ★ 5.0/5 from 12 reviews · score 4.91

  28. #28

    Absolute Wealth Management Ltd

    Bristol · Financial planner

    ★ 5.0/5 from 10 reviews · score 4.90

  29. #29

    Adviserfinance Ltd

    Bristol · Finance broker

    ★ 5.0/5 from 10 reviews · score 4.90

  30. #30

    CreativeAdviser

    40 Berkeley Square · Marketing agency

    ★ 5.0/5 from 10 reviews · score 4.90

  31. #31

    Glamis IFA

    Bristol · Financial Advisor

    ★ 5.0/5 from 9 reviews · score 4.90

  32. #32

    Crane Williams Independent Financial Advice

    Bristol · Financial planner

    ★ 5.0/5 from 9 reviews · score 4.90

  33. #33

    Purple Fox Financial Planning Ltd.

    Address not supplied · Financial planner

    ★ 5.0/5 from 9 reviews · score 4.90

  34. #34

    Tom Williams - Financial Adviser, Retirement Adviser & Investment Adviser

    Bristol · Financial planner

    ★ 5.0/5 from 8 reviews · score 4.90

  35. #35

    EveryStep Financial

    49 High St · Financial Advisor

    ★ 5.0/5 from 8 reviews · score 4.90

  36. #36

    Clifton Wealth Partnership

    Bristol · Financial Advisor

    ★ 5.0/5 from 7 reviews · score 4.90

  37. #37

    Clifton Wealth Management

    49 Princess Victoria St · Financial planner

    ★ 5.0/5 from 6 reviews · score 4.89

  38. #38

    Komo Wealth

    Bristol · Financial planner

    ★ 5.0/5 from 6 reviews · score 4.89

  39. #39

    Elite Financial Consulting Ltd

    Bristol · Financial planner

    ★ 4.9/5 from 105 reviews · score 4.89

  40. #40

    Rathbones

    Bristol · Financial planner

    ★ 5.0/5 from 4 reviews · score 4.89

  41. #41

    Harold Stephens

    50 High St · Financial planner

    ★ 5.0/5 from 4 reviews · score 4.89

  42. #42

    Marks Sattin

    Spectrum, Bond St · Recruiter

    ★ 5.0/5 from 4 reviews · score 4.89

  43. #43

    Sandford House Financial Planning

    Winscombe · Financial planner

    ★ 5.0/5 from 4 reviews · score 4.89

  44. #44

    Saltus

    Bristol · Financial planner

    ★ 4.9/5 from 33 reviews · score 4.89

  45. #45

    Shaw & Co Corporate Finance Bristol

    Bristol · Financial Advisor

    ★ 5.0/5 from 3 reviews · score 4.89

  46. #46

    Brunel Financial

    17-19 Berkeley Square · Financial planner

    ★ 5.0/5 from 3 reviews · score 4.89

  47. #47

    Shackleton. Britain's financial adviser - Bristol

    Bristol · Financial planner

    ★ 4.9/5 from 22 reviews · score 4.89

  48. #48

    Sovereign Independent Financial Advisers Ltd

    Bristol · Financial planner

    ★ 4.9/5 from 19 reviews · score 4.89

  49. #49

    4 Financial Planning

    Bristol · Financial planner

    ★ 4.9/5 from 18 reviews · score 4.89

  50. #50

    Paul Russell Financial Services Ltd

    Bristol · Financial planner

    ★ 5.0/5 from 2 reviews · score 4.89

  51. #51

    Evelyn Partners - Bristol

    Bristol · Investment company

    ★ 5.0/5 from 2 reviews · score 4.89

  52. #52

    Adams Financial Planning Ltd

    Bristol · Financial planner

    ★ 5.0/5 from 2 reviews · score 4.89

  53. #53

    Greenbank

    7th Floor, EQ, 111 Victoria St · Investment service

    ★ 5.0/5 from 2 reviews · score 4.89

  54. #54

    F D Cummins Financial Planning Ltd

    Bristol · Financial Advisor

    ★ 4.9/5 from 16 reviews · score 4.89

  55. #55

    Miles Finch - Truly Independent Ltd

    Bristol · Financial Advisor

    ★ 4.9/5 from 14 reviews · score 4.89

  56. #56

    Ovation Finance Ltd

    Bristol · Financial planner

    ★ 4.9/5 from 12 reviews · score 4.89

  57. #57

    Fairstone

    4 Queen Street · Financial planner

    ★ 5.0/5 from 1 review · score 4.88

  58. #58

    Positive Independent Financial Planning

    Bristol · Financial planner

    ★ 5.0/5 from 1 review · score 4.88

  59. #59

    Nicholls Stevens Financial Services

    Bristol · Financial planner

    ★ 5.0/5 from 1 review · score 4.88

  60. #60

    Harbourside Corporate Finance

    Bristol · Financial Advisor

    ★ 5.0/5 from 1 review · score 4.88

  61. #61

    Strong Financial Solutions

    163 Harrington Rd · Financial planner

    ★ 5.0/5 from 1 review · score 4.88

  62. #62

    OPW Chartered Financial Planners | Independent Pension & Investment Advice

    Bristol · Financial planner

    ★ 5.0/5 from 1 review · score 4.88

  63. #63

    atomos

    3rd Floor, One Castlepark Tower Hill, Blok, Tower Hill · Financial planner

    ★ 5.0/5 from 1 review · score 4.88

  64. #64

    Henri James Wealth

    30 Queen Square · Financial planner

    ★ 5.0/5 from 1 review · score 4.88

  65. #65

    National Friendly Financial Solutions

    11-12 Queen Square · Financial planner

    ★ 5.0/5 from 1 review · score 4.88

  66. #66

    Affinity Connect

    Level 1, Bull Wharf, Redcliff St · Education Centre

    ★ 5.0/5 from 1 review · score 4.88

  67. #67

    Fundsurfer

    Newminster House, 27- 29 Baldwin St · Finance broker

    ★ 5.0/5 from 1 review · score 4.88

  68. #68

    Crowe UK

    First floor, 35-38 High St · Financial planner

    ★ 5.0/5 from 1 review · score 4.88

  69. #69

    Hartsfield Trustee

    Finzels Reach, Generator Building, Counterslip · Financial institution

    ★ 5.0/5 from 1 review · score 4.88

  70. #70

    MKFP Ltd

    Henleaze House, Harbury Rd · Financial Advisor

    ★ 4.8/5 from 20 reviews · score 4.86

  71. #71

    Hartsfield

    Generator Building, Counterslip · Financial Advisor

    ★ 4.7/5 from 9 reviews · score 4.85

  72. #72

    Blue Wealth

    141 Whiteladies Rd · Financial planner

    ★ 4.7/5 from 13 reviews · score 4.84

  73. #73

    Lansdown Place Wealth Management

    2 Oakfield Rd · Financial planner

    ★ 4.3/5 from 4 reviews · score 4.84

  74. #74

    The Aspire Partnership LLP

    61 Queen Charlotte Street, Bristol, BS1 4HQ · Financial Advisor

    ★ 4.8/5 from 83 reviews · score 4.83

  75. #75

    St. James's Place Bristol

    Bristol · Financial Advisor

    ★ 4.2/5 from 5 reviews · score 4.82

  76. #76

    Payaca

    Queen Charlotte House, 53-55 Queen Charlotte St · Software company

    ★ 4.7/5 from 29 reviews · score 4.82

  77. #77

    Clifton Private Finance

    2 Portland St · Finance broker

    ★ 4.8/5 from 322 reviews · score 4.81

  78. #78

    FRP Advisory

    Kings Orchard, 1 Queen St · Consultant

    ★ 3.0/5 from 2 reviews · score 4.81

  79. #79

    Close Brothers Asset Management - Bristol office

    2nd Floor, 1 Queen St · Financial planner

    ★ 2.5/5 from 2 reviews · score 4.79

  80. #80

    Titan Wealth Planning

    Floor 7, East Wing 3, Temple Quay, Temple Back E · Financial planner

    ★ 3.2/5 from 9 reviews · score 4.63

  81. #81

    Parmenion Capital Partners LLP

    Finzels Reach, Aurora, Counterslip · Financial institution

    ★ 3.8/5 from 18 reviews · score 4.60

  82. #82

    Commercial Property Advisors Ltd

    35, 38 High St · Business-to-Business service

    ★ 4.1/5 from 44 reviews · score 4.52

  83. #83

    Hargreaves Lansdown

    Bristol, BS1 5 · Financial planner

    ★ 3.5/5 from 270 reviews · score 3.72

  84. #84

    Hartley Pensions - SIPPs, SSAS, ISAs & More

    5th floor, 25 Marsh St · Financial planner

    ★ 1.6/5 from 37 reviews · score 3.49

  85. #85

    Brunel Wealth Ltd

    The Crescent Centre, Temple Back · Financial planner

    No reviews in supplied listing · listed after rated firms

  86. #86

    ConsultaLife

    31-34 High St · Insurance broker

    No reviews in supplied listing · listed after rated firms

  87. #87

    Finlink Paraplanning

    Newfoundland Way, Bristol, BS20 7

    No rating supplied · listed after rated firms

  88. #88

    Francis Clark Financial Planning Bristol

    Ground Floor, 90 Victoria St · Financial Advisor

    No reviews in supplied listing · listed after rated firms

  89. #89

    Goodmans Financial Planning

    4 College Green · Financial planner

    No reviews in supplied listing · listed after rated firms

  90. #90

    Independent Financial Advisory Service

    2 Tower Ln · Financial Advisor

    No reviews in supplied listing · listed after rated firms

  91. #91

    JM Finn

    22-24 Queen Square · Investment service

    No reviews in supplied listing · listed after rated firms

  92. #92

    LDC Bristol

    22-24 Queen Square · Private equity firm

    No reviews in supplied listing · listed after rated firms

  93. #93

    Principal Film Finance Ltd

    The Picture House, 4 Lower Park Row · Financial planner

    No reviews in supplied listing · listed after rated firms

  94. #94

    Regal Independent Financial Services Ltd

    Bristol · Financial planner

    No reviews in supplied listing · listed after rated firms

  95. #95

    Rose FP Solutions

    Bristol

    No rating supplied · listed after rated firms

  96. #96

    Southernhay Financial Planning (previously CWIFA)

    Bristol · Financial Advisor

    No reviews in supplied listing · listed after rated firms

  97. #97

    Sovereign IFA

    55 High Street, Bristol, BS35 2AP

    No rating supplied · listed after rated firms

  98. #98

    Star House Financial Services Ltd

    Bristol · Financial planner

    No reviews in supplied listing · listed after rated firms

  99. #99

    Succession Wealth - Bristol

    Whitefriars St, Lewins Mead · Financial Advisor

    No reviews in supplied listing · listed after rated firms

  100. #100

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

    Bristol · Financial planner

    No reviews in supplied listing · listed after rated firms

  101. #101

    Sunrise Independent Financial Advisers Ltd

    Ste 203, Avon, 179 Whiteladies Rd · Financial Advisor

    No reviews in supplied listing · listed after rated firms

  102. #102

    Thomas Fear Financial Planning

    1 Eastfield Rd · Financial planner

    No reviews in supplied listing · listed after rated firms

  103. #103

    Thrings Financial Services Team

    The Paragon Bldg, 32 Counterslip · Financial Advisor

    No reviews in supplied listing · listed after rated firms

Looking for the other list? See mortgage advisers in bristol, ranked by reviews.