Looking for a financial advisor in South West? Trusted Advisor lists 1 FCA-verified advisor serving South West and the surrounding area, covering pensions, retirement planning, investments, mortgages, inheritance tax, and protection. Every advisor is independently verified against the Financial Conduct Authority register, every review is left by a real, paying client, and every initial consultation is free of charge.
Compare profiles below, read verified client reviews, and book a no-obligation initial call directly with the advisor of your choice.
South West advice is shaped by an older demographic, strong demand for retirement income planning, and a high share of self-employed and small business owners across Bristol, Bath and the Devon and Cornwall coast.
The region has one of the highest proportions of over-65s in the UK, driving sustained demand for drawdown strategies, sustainable withdrawal modelling and care-fee planning. Clients in Bristol and Bath skew younger and tech-led, with growing demand for ESG-aligned investing. Holiday-let owners along the Cornish and Devon coast often need joined-up advice on furnished holiday let rules, capital gains tax and pension contributions from rental income.
Bristol, Bath, Exeter, Plymouth, Bournemouth, Truro, Cheltenham.
Postcode areas covered: BS, BA, EX, PL, BH, TR, GL, TQ, TA. Estimated population: 5.7 million.
Network Financial Advisor in South West
Bodie Dove is a Chartered Financial Adviser at Lester Brunt Wealth Management, known for his client-first approach and nearly a decade of experience in financial services. After a successful career in
Compare 1 FCA-verified financial advisor serving South West on Trusted Advisor. Each profile shows the advisor's services, qualifications, fee structure, and verified client reviews so you can shortlist two or three before booking a free initial call.
Yes. Every advisor listed is verified against the Financial Conduct Authority (FCA) register before going live, so they are authorised to provide regulated financial advice in the UK.
Yes. Every advisor on Trusted Advisor offers a free, no-obligation initial consultation. You can book directly from the advisor's profile.
Most advisors in South West help with pensions and retirement planning, investments and ISAs, inheritance tax planning, protection (life cover and income protection), and mortgages. Use each advisor's profile to see their specific specialisms.