Financial Advisers in the South West

Bristol -  Simon Bray Wealth Management Ltd

Simon Bray Wealth Management Ltd is a Partner Practice of the award winning St. James's Place Wealth Management – this enables clients to receive personal, face to face advice from a local company but with the reassurance and backing of a FTSE 100 organisation, recently voted best Financial Adviser at the Personal Finance Awards 2017


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Dorchester, Dorset -  Cooper Associates

We are Independent Financial Advisers, and as such can offer you unbiased financial and mortgage advice from the marketplace as a whole. Based in Dorchester we are able to provide consultations at our offices, in the comfort of your home or place of work. The majority of our clients reside throughout Dorset and Southern England and in some instances further afield.


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Ringwood, Dorset  -  Louise Clamp

Louise has over 20 years’ experience in financial services and prides herself on providing holistic financial advice.  


Springboard Financial offers a range of services, including retirement planning, investment solutions, estate planning and family protection. Understanding that every client has different needs and providing a personalised service tailored to each individual, results in most clients coming from recommendations.


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Swindon, Wiltshire  -  Executive Wealth Management

Executive Wealth Management Ltd provides bespoke financial advice to private clients, small business owners, families and trustees predominately on a fee basis. Our clients come from all walks of life and we are not restricted on where clients reside, as we have clients all over the UK, although predominantly our clients are based in Wiltshire and the Thames valley corridor.


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Swindon, Wiltshire  -  Grosvenor Consultancy

Grosvenor Consultancy Limited was established by Ben Olson and Matt Jones in 1998 and has built a strong reputation for providing quality advice and planning services to clients predominantly across the South West of England.


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Taunton, Somerset  -  Sandringham

Sandringham Financial Partners believe that the relationship with you, our client is paramount and our focus is to support you, providing sound and professional financial advice. Our approach is simple, we listen to what you need...


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