20 Best Financial Services in Bath December 2025
Following are the list of 20 top rated Financial Services near me in Bath, United Kingdom as per their rating and reviews.
Future Financial
26 Queen Square, Bath BA1 2HX, United Kingdom
Location: (51.38395, -2.3636044)
Rating: 4.2/5 (5) Votes
MONEY WISE INDEPENDENT FINANCIAL ADVISERS LTD
Alexander House, James Street West, City Centre, Bath BA1 2BT, United Kingdom
Location: (51.382551, -2.368579)
Rating: 5/5 (4) Votes
Morgan Financial Group Ltd
41 Gay St, Bath BA1 2NT, United Kingdom
Location: (51.3840636, -2.3630622)
Rating: 5/5 (3) Votes
Ascentric
Trimbridge House, Trim Street, Bath BA1 1HB, United Kingdom
Location: (51.3826025, -2.3622865)
Rating: 1/5 (3) Votes
Sanlam
5 Miles's Buildings, George Street, Bath BA1 2QS, United Kingdom
Location: (51.3850617, -2.3628499)
Rating: 3/5 (1) Votes
Check Risk
Miles's Buildings, Bath BA1 2QS, United Kingdom
Location: (51.3848289, -2.3627218)
Rating: 1/5 (1) Votes
Alan Seward Financial Services
1A Queen Square, Bath BA1 2HA, United Kingdom
Location: (51.3837056, -2.3629594)
Rating: 5/5 (1) Votes
Chelverton Asset Management Ltd
11 Laura Pl, Bathwick, Bath BA2 4BL, United Kingdom
Location: (51.3833233, -2.3566678)
Rating: 5/5 (1) Votes
Charles Stanley
2 Gay St, Bath BA1 2PH, United Kingdom
Location: (51.3847156, -2.3636622)
Rating: 5/5 (1) Votes
City Financial Planning Limited
Princes Buildings, 3, George St, Bath BA1 2ED, United Kingdom
Location: (51.3852256, -2.3611379)
Rating: 5/5 (1) Votes
Fidelius Ltd
Alexander House, James St W, Bath BA1 2BT, United Kingdom
Location: (51.382522, -2.368723)
Rating: 5/5 (1) Votes
Robson Taylor Ltd
Kingston House, Pierrepont St, Bath BA1 1LA, United Kingdom
Location: (51.3801744, -2.3573105)
Rating: 5/5 (1) Votes
R W Chartered Financial Planners
3 Hantone Hill, Claverton Down, Bathampton, Bath BA2 6XD, United Kingdom
Location: (51.3902718, -2.3200946)
Rating: 5/5 (1) Votes
Premier Financial Planning
4 Queen St, Bath BA1 1HE, United Kingdom
Location: (51.3829409, -2.3619282)
Rating: 5/5 (1) Votes
Business Asset Finance Solutions Ltd (BATH)
3a Fountain Buildings, Lansdown Road, Bath BA1 5DU, United Kingdom
Location: (51.38565, -2.360879)
Rating: 5/5 (1) Votes
Barakah Finance
2nd Floor, St. James House, The Square, Lower Bristol Road, Lower Bristol Road, Bath BA2 3BH, United Kingdom
Location: (51.378636, -2.367316)
Rating: 5/5 (1) Votes
Beckford James LLP
Queen Square House, Queen Square Pl, Bath BA1 2LL, United Kingdom
Location: (51.3833462, -2.3651944)
Rating: 5/5 (1) Votes
Custodis Estate Planning
Network House, 9 Rivers St, Place, Bath BA1 2RS, United Kingdom
Location: (51.3877468, -2.3639377)
Rating: 5/5 (1) Votes
Opus Independent Financial Planning IFA
4 Queen St, Bath BA1 1HE, United Kingdom
Location: (51.3829409, -2.3619282)
Rating: 5/5 (1) Votes
Mckenzie & Co Financial Consultants
6 Kingsmead Square, Bath BA1 2AB, United Kingdom
Location: (51.3808125, -2.3630375)
Rating: 5/5 (1) Votes
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Search Results For: "Financial Services in Bath"
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WD&A Ltd - Professional Financial Advice | Bath & South West
wdanda.com
Financial advice in Bath and South West. Providing high quality financial advice for over 30 years. A diverse team of financial advisers with over 200 years ...
The Private Office: Independent Financial Advisers
www.theprivateoffice.com
Financial Advisers in Bath. Our office is based ... Our financial services register entry may be checked by visiting https ...
Wealth management and financial planning in Bath - Brewin Dolphin
www.brewin.co.uk
RBC Brewin Dolphin's Bath office specialises in maximising your chances of achieving financial success for both private clients and business owners.
LTC Solutions Ltd - Financial Adviser - Bath
partnership.sjp.co.uk
John Warren. FPFS. I have been in the personal financial services sector for many years, joining St. James's Place in 2004Â ...
Financial adviser Bath - Fairstone
www.fairstone.co.uk
Our team of financial advisers in Bath offer independent financial advice, investment management and estate planning services.
Hartsfield Financial Planning, Financial Advisor Bristol, Bath & Wilts
hartsfield.co.uk
Independent financial planners offering an extensive range of services to improve financial wellbeing. Bristol, Bath, Cheltenham & Wiltshire.
Morgans | Independent Financial Advice
www.mfgl.com
Morgan Financial Group Limited ... The Morgan Financial Group is now recognised as one of the UK's premier financial services businesses.