Find the Best Financial Advisers in Weston-super-Mare

Browse financial advisers serving Weston-super-Mare, from specialists in personal financial planning to advisers supporting business owners. Review their advice services and client feedback, then contact suitable professionals about your financial goals and consultations.
5 reviews
Brighton Williams & Partners
Bristol, BS36 (18.0 mi mi)
34 Years
5 reviews
Brighton Williams provides comprehensive financial planning services, specialising in retirement strategies, investment management, mortgage solutions, and protection planning. Based in Bristol, we combine technical expertise with personalised service to help clients achieve financial independence. Our regulated advice focuses on long-term wealth growth and risk mitigation, tailored to individual goals and circumstances.
Financial Planning Retirement Planning Investing for Future
Very professional service Knowledgeable and attentive advisers Fantastic mortgage support
14 reviews
Lowndes Halsden & Partners Limited
Cardiff, CF14 (12.7 mi mi)
34 Years
14 reviews
Lowndes Halsden & Partners is an independent financial advisory firm based in Cardiff, specialising in wealth management, pensions, investments, and mortgage solutions. We provide tailored financial planning services to private individuals and businesses, combining expert knowledge with a personal approach. Our FCA-regulated services focus on creating long-term financial security for clients through comprehensive, tax-efficient strategies.
Investments Pensions Life Insurance
Excellent service Highly recommended Very helpful adviser
Watermark Financial Services
Burnham-on-Sea, TA8 (7.6 mi mi)
36 Years
5 reviews
Watermark Financial Services provides bespoke financial planning services for individuals, businesses, and trustees. We specialise in tax-efficient wealth management, pension consolidation, and business succession planning. Our client-centric approach combines technical expertise with ongoing coaching to ensure long-term financial security.
Financial Planning Tax Efficiency Strategies Investment Management
Trusted adviser Professional standards Excellent care
Abram Partnership
Cardiff, CF14 (12.7 mi)
34 Years
4 reviews
Abram Partnership
Cardiff, CF14 (12.7 mi mi)
34 Years
4 reviews
Abram Partnership provides independent financial advisory services in Cardiff, specialising in investment solutions, retirement planning, tax efficiency strategies, and protection products. With over three decades of expertise, we help clients achieve financial security through personalised, tax-conscious planning. Our client-centric approach combines deep market knowledge with a commitment to regulatory compliance and long-term relationship-building.
Investment Planning Retirement Strategy Tax Mitigation
Highly recommend Sound financial advice Approachable team
2 reviews
Kymin Financial Services
Newport, NP20 (16.7 mi mi)
33 Years
2 reviews
Kymin Financial Services offers independent financial planning and wealth management solutions, combining over 30 years of expertise with a client-centric approach. Specialising in pensions, investments, and inheritance tax planning, we deliver tailored strategies to secure long-term financial goals. Regulated by the Financial Conduct Authority, our award-winning Kymin Wealth Programme ensures transparency, expertise, and adaptability for clients across the UK.
Financial Planning Wealth Management Pension Planning
Award-winning expertise Transparent fee structures Personalised service
AMIFA
Porth, CF39 (25.9 mi)
2 reviews
AMIFA
Porth, CF39 (25.9 mi mi)
2 reviews
AMIFA provides expert legal and financial services, including probate administration, tax planning, estate management, and will writing. Based in Porth, we combine local accessibility with professional partnerships to deliver fixed-fee solutions tailored to individual needs. Our services prioritise clarity, affordability, and client support during emotionally challenging times.
Probate Services Tax Planning Estate Management
Not rated yet
Belgrave Asset Management
Bath, BA1 (26.7 mi mi)
29 Years
Not rated yet
Belgrave Asset Management offers bespoke financial planning and asset management services, helping clients secure their financial future through personalized investment strategies, pension planning, and specialist tax and trust solutions. With FCA regulation and over 25 years of experience, we prioritize client needs through tailored advice and ethical investment practices.
Portfolio Management Financial Planning Tax Planning
Not rated yet
Acumen Associate Financial Services
Pontyclun, CF72 (20.6 mi mi)
22 Years
Not rated yet
Acumen Associate Financial Services Associate Financial Services provides independent financial advice for individuals and businesses across the UK. Specialising in pensions, mortgages, investments, and insurance, we offer tailored solutions to meet personal and corporate financial goals. Our experienced team combines technical expertise with a client-centric approach to deliver clear, jargon-free guidance.
Financial Planning Pension Advice Mortgage Brokering
Exceptional knowledge Personalised advice Goes the extra mile
Cardiff (12.7 mi) Newport (16.7 mi) Bristol (18.0 mi) Taunton (23.6 mi) Burnham-on-Sea (7.6 mi) Pontyclun (20.6 mi) Porth (25.9 mi) Bath (26.7 mi)