A comprehensive list of Bath based financial consultants and advisers offering pension, mortgage, insurance, tax and financial planning & management financial advice services. Read unbiased reviews of local IFAs. 
If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial adviser and you. With nearly 6 million clients, we (and our affiliates) believe that building long-term relationships is key to serving their needs.
Dan M. — We have been with Scott for about 2 1/2 years now. Scott does an excellent job at explaining the options and the potential
At Sesame, we work with you to understand what's important to you, tailoring our wide range of services to suit your needs, and wrapping it all up in a personal service that's designed around your requirements. Giving you access to market-leading products and services, including over 100 provider and lender relationships through our mortgage, protection and GI panels, when you join Sesame, you benefit
We would like to reassure our clients that City Financial Planning Ltd in Bath and Exeter have no connection whatsoever with City Financial Investment Company Ltd of Queen Street in London, which has recently gone into administration. Personal finance can be a bit of a maze with so many companies and products out there it can be a real challenge to know what to do for the best.
With over two decades of experience, we provide a personal financial service tailored to each individual client. Whether you want to be advised at every step or take a back-seat role, our mission is to surpass your expectations by maintaining trust, accessibility and integrity.