Independent Financial Advisers in Bath

List of Bath based financial consultants and advisers offering pension, mortgage, insurance, tax and financial planning & management financial advice services.

Business Listings

Choosing your independent financial services adviser is one of the most important decisions you will ever make and will impact directly on your future wealth. You want commitment. You want focus. You want expertise. And you want every advantage. We have the expertise, resources and commitment necessary to give you the right solutions for your financial circumstances, goals and aspirations.


Chartwell Group Limited provides a comprehensive and innovative range of services, specifically designed to meet the needs of both corporate and private clients. We at Chartwell pride ourselves on our working values, at Chartwell we are: Caring, developing relationships and giving bespoke attention. Accountable, for doing things the right way and Delivering together, cherishing our team.


We?’re a totally independent firm of financial planners and advisers with no ties to any product providers. Formed in 1996 and based in our own offices in the centre of Bath, the firm is run by a team of five directors ?– all highly qualified and with many years experience of the industry ?– helped by excellent admin staff.



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.


Rowan is not only an investment manager but also provides a complete financial planning service to clients including individuals, families, pension funds, charities and businesses. In providing this service Rowan is committed to assisting you in managing, arranging and achieving your financial objectives.


We are a well-established team of completely independent financial advisors based in the beautiful city of Bath. Our primary aim is to provide you with sound, professional advice to secure your financial future. We do this by getting to know you and your aspirations. Our relationship with you is the key to ensuring the advice we give is accurate, appropriate and enduring.


Sesame provides services to over 7,500 financial advisers, spread all over the country. Although adviser firms vary in size from one-man bands to large firms, each and every one of these financial advisers is professionally qualified to provide advice of the highest quality. Initially, your adviser will need to devote a lot of time to understanding your particular requirements and circumstances.


There are no off-the-shelf solutions as our experience is that every single one of our clients has their own personal concerns, responsibilities and ambitions. The solutions that work for one, simply would not work for another. Basing their service on this principle, our experienced advisers, who make up the St. James's Place Partnership, have built quite exceptionally strong, trusted and lasting relationships


At Chartwell Private Client, we believe that relationships are all that is important, whether it be with clients, professional business partners, investment managers, product providers, or colleagues. Our belief and experience is that clients seek a long-term relationship based on trust, with a high level of personal service, appropriate advice, and value for money.

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