Financial advice in Bath

Tell us what advice you need. We review your enquiry before discussing a suitable Bath or remote adviser.

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We aim to acknowledge your enquiry within one working day and update you on the next step within two working days.

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What would you like help with?

Retirement & pensions

Planning retirement income, pension choices and the move from saving to drawing benefits.

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Inheritance & family wealth

Help when inherited money or family wealth creates a more complex set of decisions.

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Business owners

Advice for founders and owner-managers across Bath and the wider West of England.

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Investments

Comparing advisers whose service and minimums fit the amount you want help managing.

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An older couple enjoying time together in a garden — Plan the life as well as the money

Finding the right experience around Bath

Bath sits inside a closely connected West of England advice market, so a useful search should balance local convenience with specialist fit rather than stop at the city boundary.

For someone in Bath, a face-to-face adviser may be genuinely local or based a short distance away in the wider West of England. The right radius depends on how much specialist experience matters to the problem.

What to compare before choosing

Bath and North East Somerset in context

The local-authority figures cover the Bath and North East Somerset council area, rather than Bath alone. Each figure shows the period it covers.

Planning for retirement

Residents aged 65 or over: 19.9%

Bath and North East Somerset · ONS 2025

If retirement is your reason for seeking advice, ask how the adviser plans withdrawals and reviews your income over time.

Questions for a retirement adviser

Planning around your work

Self-employed share of people in work: 18.9%

Bath and North East Somerset · Census 2021

If you work for yourself, ask how pension contributions fit with variable income and business commitments.

Advice when you are self-employed

Property and your wider finances

Average house price: £404,480

Bath and North East Somerset · ONS · June 2026

If your plans involve selling or inheriting a home, ask how the adviser considers property alongside savings and pensions.

Planning after a property sale

Area averages do not describe your own finances or determine whether you need advice. See the full figures and sources.

Know what you will pay, and what it covers.

Ask for initial advice and ongoing charges separately, including any minimum fee. Compare the cost in pounds and check which other charges apply.

What firms include in their published prices

Illustrative annual adviser fee£3,750a year

0.75% of £500,000

Example only. Initial advice, platform, fund and product charges are excluded. This is not a quote.Use the fee calculator

Your questions about advice in Bath

How do I choose a financial adviser in Bath?

Start with the advice problem, then compare specialist experience, minimum client size, independent or restricted status, fees and whether the adviser offers the meeting style you want.

Should I only look at advisers based in Bath?

Not necessarily. Bath is compact and Bristol is nearby, so a specialist a little further away may be a better fit than the closest generalist. Location is useful, but it should not be the only filter.

How much does a financial adviser in Bath cost?

There is no single local price. Advisers may use fixed, percentage, tiered or capped charging structures. Advisedly only shows a named adviser's specific fee where there is reliable source information.

Can I find face-to-face financial advice in Bath?

Many firms offer in-person meetings, phone or video calls, or a mix. Tell us how you would like to meet as well as what help you need.

Helpful guides

Do you need a financial adviser for a pension?Retirement decision guide How pension adviser fees workCompare pension costs Financial advice after an inheritanceInherited wealth guide Turn adviser percentages into poundsUse the fee calculator

Tell us what you need help with.

Advisedly will review your enquiry and contact you about the next step. When you request an introduction, you agree that we may share your details with the financial advice firm we select for your enquiry.

Start an enquiry

We aim to confirm that we have received your enquiry within one working day and update you on the next step within two working days. Working days are Monday to Friday, excluding bank holidays.

How enquiries are reviewed

Explore nearby

Consider nearby places alongside the experience and meeting arrangements you need.

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Local information and sources

Full local figures and how to read them

The local-authority figures cover the Bath and North East Somerset council area, rather than Bath alone. Each figure shows the period it covers.

Population: 200,898
Residents aged 65 or over: 19.9%
Self-employed share of people in work: 18.9%
Average house price: £404,480
Disposable income per person: £28,582
Median weekly pay before tax: £641.30
Selected company registrations: 148
Wider-area company registrations: 182

Company figures are not adviser counts. They count active company registrations in selected business categories (SIC codes 64999, 66190, 70221) and do not show FCA authorisation or whether a business trades locally.

Sources: Companies House · ONS population estimates · ONS local statistics · Open Government Licence v3.0.

Gross median weekly pay was £641.3 in 2025. Gross disposable household income per head was £28,582 in 2024. The published average house price was £404,480 in June 2026. 18.9% of people in work are self-employed, while the England comparison rate is 16.9%. The figures come from different time periods and measure different things. They do not describe the finances of a typical household.

The population figures shown on this page cover the Bath and North East Somerset local authority area. The Office for National Statistics (ONS) estimates 200,898 residents, of whom 19.9% are aged 65 or over. These totals describe that council area and should not be interpreted as a separate Bath total.

The published 2021 employment comparison for Bath and North East Somerset starts with these sectors: Wholesale and retail trade; repair of motor vehicles and motorcycles accounts for 12.6% of employment, 2.4 percentage points below the England benchmark. Education accounts for 12.9% of employment, 3.0 percentage points above the England benchmark. Human health and social work activities accounts for 15.1% of employment, 0.5 percentage points above the England benchmark. Among the three sectors shown, Human health and social work activities is 2.5 percentage points higher than Wholesale and retail trade; repair of motor vehicles and motorcycles. These figures show which industries local residents work in. They do not measure demand for financial advice or the number of advisers.

The local Companies House count for Bath is 148 active registrations in the selected business categories; the Bath travel-to-work area contains 182. These figures count registered companies in the area. They do not show how many financial advisers work here, whether a company trades locally or whether it is FCA authorised.

Location photograph

Bath. Photograph by Unsplash contributor. Unsplash License.