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 ALIBF Financial Adviser who qualified in 2016 and joined Lester Brunt Wealth Management in 2021, following almost a decade as a director in the telecommunications industry. H
Every financial advisor listed for South West on Trusted Advisor is FCA-regulated and independently verified. You can compare profiles, read real client reviews and book a free introductory call before deciding who to work with.
Fees vary by advisor and the complexity of your situation. Most advisors in South West charge either a percentage of assets under management, an hourly rate, or a fixed fee for a specific piece of work. The first consultation booked through Trusted Advisor is always free.
Independent financial advisors (IFAs) can recommend products from across the whole UK market. Restricted (or "network") advisors work from a curated panel of providers. Both must meet the same FCA standards — you can filter South West advisors by type using the controls on this page.
Yes. We only list advisors who are authorised by the Financial Conduct Authority to give regulated advice in the UK. We re-verify FCA status regularly so you can be confident that every advisor in South West on this page is currently authorised.
The number of verified financial advisors covering South West is shown at the top of this page. New advisors are added regularly, so it's worth checking back if you don't immediately find the right fit.