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Showing the top 5 rated and reviewed Financial Advisers and Mortgage Brokers near Bath (out of 542)

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A picture of Rachel Henley
Rachel Henley

Fidelius Ltd

70 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

I joined Fidelius in 2020 when Chartered Financial Management (UK) Limited was acquired by the Fidelius group....
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Bath (0.67 miles away)

Independent Financial Adviser

Verified since December, 2023

Free 30 minute initial consultation

Savings/pensions: Over £100,000

A picture of Nick Twist
Nick Twist

Fidelius Ltd

53 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

Nick joined Fidelius (then Money Wise) in August 2002 after obtaining a degree in Economics and Business Studi...
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Bath (0.56 miles away)

Independent Financial Adviser

Verified since December, 2023

Savings/pensions: Over £250,000

A picture of Chris Bence
Chris Bence

Fidelius Ltd

52 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

I’m a committed chartered financial planner with over 20 years’ experience. My key aim with all my clients is...
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Bath (0.67 miles away)

Independent Financial Adviser

Verified since December, 2023

Free one hour initial consultation

Savings/pensions: Over £250,000

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A picture of Craig Chapman
Craig Chapman

Fidelius Ltd

49 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

Craig joined Fidelius (then Money Wise) in August 2009 from the Chartwell Group and specialises in advising pr...
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Bath (0.56 miles away)

Independent Financial Adviser

Verified since December, 2023

Savings/pensions: Over £250,000

A picture of Paul Timmins
Paul Timmins

Fidelius Ltd

53 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

Paul has 30 years of financial advisory experience, most of which was building and running his own business Ro...
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Bath (0.67 miles away)

Independent Financial Adviser

Verified since December, 2023

Free 30 minute initial consultation

Savings/pensions: Over £250,000