Find Trusted Financial Advisors in the Cotswolds

Discover FCA-registered independent financial advisors in Cheltenham, Cirencester, Oxford, Bath and surrounding areas. Compare qualified advisors for retirement, investments & wealth management.

  • FCA-Registered
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Featured Financial Advisors

FCA Registered
Chartered Financial Planner✓ FCA Registered

Cirencester

01285 372 382

Fee-only

Retirement PlanningInvestment ManagementPension AdviceWealth Management
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Directory Enquiries Only • No Advice Given

FCA Registered
Chartered Financial Planner✓ FCA Registered

Cirencester

01285 702 340

Fee-only

Investment PlanningRetirement PlanningTax PlanningEstate Planning
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Directory Enquiries Only • No Advice Given

FCA Registered
Chartered Financial Planner✓ FCA Registered

Gloucester

01452 260 840

Fee-only

Personal Financial PlanningWealth ManagementMortgage AdviceEquity Release+2 more
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Directory Enquiries Only • No Advice Given

Showing 1-10 of 29 advisors

Featured
Chartered Financial Planner✓ FCA Registered

Cirencester

01285 372 382

Fee-only

Retirement PlanningInvestment ManagementPension AdviceWealth Management
View Profile

Directory Enquiries Only • No Advice Given

Chartered Financial Planner✓ FCA Registered

Cirencester

01285 702 340

Fee-only

Investment PlanningRetirement PlanningTax PlanningEstate Planning
View Profile

Directory Enquiries Only • No Advice Given

Chartered Financial Planner✓ FCA Registered

Gloucester

01452 260 840

Fee-only

Personal Financial PlanningWealth ManagementMortgage AdviceEquity Release+2 more
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Directory Enquiries Only • No Advice Given

Chartered Financial Planners✓ FCA Registered

Gloucester

07387 788924

Fee-only

PensionsInvestmentsInheritance Tax PlanningLong-Term Care Planning+2 more
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Directory Enquiries Only • No Advice Given

Equity Release Specialists✓ FCA Registered

Gloucester

08000 469776

Fee-based

Equity ReleaseRetirement PlanningLater Life Lending
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Directory Enquiries Only • No Advice Given

Chartered Financial Planner✓ FCA Registered

Gloucester

Contact via website

Fee-based

Financial PlanningPension AdviceInvestment ManagementRetirement Planning
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Directory Enquiries Only • No Advice Given

Chartered Financial Planners✓ FCA Registered

Gloucester

Contact via website

Fee-based

Financial PlanningInvestment AdvicePension PlanningProtection
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Directory Enquiries Only • No Advice Given

Chartered✓ FCA Registered

Cheltenham

01242 123 456

Hybrid

PensionsInvestmentsProtectionMortgages
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Directory Enquiries Only • No Advice Given

Chartered with CISI✓ FCA Registered

Cheltenham

01242 246 855

Fee-only

Wealth ManagementFinancial PlanningRetirement PlanningInvestment Management
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Directory Enquiries Only • No Advice Given

Chartered Financial Planners✓ FCA Registered

Cheltenham

01242 514 674

Fee-only

IHT PlanningPension AdviceInvestment ServicesRetirement Planning
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Directory Enquiries Only • No Advice Given

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What Clients Say

"Found an excellent advisor quickly!"

- Business Owner, Cirencester

"Comprehensive guide helped my decision."

- Retiree, Cheltenham

"Easy comparison of qualified advisors."

- Professional, Oxford

Need Help Choosing a Financial Advisor?

Not sure which advisor is right for your needs? Check out our comprehensive guide on selecting the perfect financial advisor for your situation, understanding fees, and checking FCA registration.

Read Our Guide →

Important: This is a directory service. We are not financial advisors and do not provide financial advice. All listed advisors are FCA-registered independent financial advisors. Always verify FCA registration at register.fca.org.uk before engaging an advisor. Past performance does not guarantee future results.