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01934 310653

01173 701730

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Independent Financial Adviser Bath

Independent Financial Advisers / IFA in Bath

Invest Southwest have independent financial advisers based in Bath and surrounding areas throughout the South West. Each financial adviser is highly qualified and vastly experienced and will be happy to meet with you in the comfort of your own home.

We have built up an excellent reputation as an independent financial advisor Bath. This can be evidenced on sites such as Google reviews, Qype and Vouchedfor.

All of our financial advisors believe good quality advice is rarely transactional and success is evidenced by building long term relationships with our clients. Our professional advisers are authorized by the Financial Conduct Authority, and you can check this quickly and easily online through the search facility on the Financial Conduct Authority website.

We provide a fully independent service, which means our clients receive unbiased and unrestricted advice based on a comprehensive and fair analysis of the relevant market.

The following forms of advice are provided in your area:

  • Investment advice in Bath such as ISAs, OEICs, Bonds and Investment Trusts, Onshore and Offshore
  • Pension advice in Bath including Personal Pensions, Retirement Planning and Annuities
  • Savings advice in Bath such as Regular Savings Plans, School Fees planning, National Savings and ISAs
  • Mortgage advice in Bath including Remortgages and Equity Release
  • Personal Protection advice in Bath such as Life Cover, Income Protection and Critical Illness
  • Estate & IHT Planning in Bath including Asset Protection, Gifts, Trusts, Wills and Probate
  • Long Term Care advice in Bath such as Home Reversion Plans and Specialist Advice

When providing advice, our fees are clearly explained at outset and all initial meetings are free and if you feel comfortable that we are the right advisers for you we will agree on how to pay for our service. More information on ways to pay can be found on the costs and services page.

Please call us on 01173 701730 or fill in our enquiry form to arrange your free initial meeting with our independent financial advisor Bath.

Facts about Bath

Bath is a city in the ceremonial county of Somerset in the south west of England. It is situated 97 miles (156 km) west of London and 13 miles (21 km) south-east of Bristol. It was granted city status by Royal Charter by Queen Elizabeth I in1590, and was made a county borough in 1889 which gave it administrative independence from its county, Somerset. The city became part of Avon when that county was created in 1974. Since 1996, when Avon was abolished, Bath has been the principal centre of the unitary authority of Bath and North East Somerset(B&NES).

 The city was first established as a spa with the Latin name, Aquae Sulis ("the waters of Sulis") by the Romans sometime in the AD 60s about 20 years after they had arrived in Britain (AD43),although oral tradition suggests that Bath was known before then.They built baths and a temple on the surrounding hills of Bath in the valley of the RiverAvon around hot springs. Edgar was crowned king of England at Bath Abbey in973. Much later, it became popular as a spa town during the Georgian era, which led to a major expansion that left a heritage of exemplary Georgian architecture crafted from Bath Stone.

 The City of Bath was inscribed as a World Heritage Site in 1987. The city has a variety of theatres, museums, and other cultural and sporting venues, which have helped to make it a major centre for tourism, with over one million staying visitors and 3.8 million day visitors to the city each year.[6] The city has two universities and several schools and colleges. There is a large service sector, and growing information and communication technologies and creative industries, providing employment for the population of Bath and the surrounding area.

Reviews and Ratings for Financial adviser Matthew Duncan, Derby