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List Of All financial advisor Leads in Bath

Here's what's listed for financial advisor in Bath right now - 20 businesses with addresses, phone numbers, and ratings. Lansdown Financial Services - Mortgage Experts currently holds the top rating at 5.0★, while the average across the list sits around 4.9★. Details were last refreshed 9/12/2026, so you can browse with confidence and reach out directly to the ones that fit.

20 results · last updated 9/12/2026

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CompanyAddressRatingPhoneEmailWebsiteSocial
Lansdown Financial Services - Mortgage ExpertsMortgage broker
3 Queen Square, Bath BA1 2HAView on Google Maps
5.0(454)
*******9*15View in Leads Searchen*******@l*********.co.ukView in Leads Searchlansdownfs.co.uk/
LinkedInInstagramFacebookX (Twitter)
RDS Financial PlanningFinancial Advisor
Whitcliffe Rd, Cleckheaton BD19 3BYView on Google Maps
5.0(57)
*7*******53View in Leads Searchro**@r****.co.ukView in Leads Searchwww.rdsfp.co.uk/
X (Twitter)
Future Wealth Management - BathFinancial planner
4 Queen St, Bath BA1 1HEView on Google Maps
5.0(55)
*******6611View in Leads Search-www.f-w-m.co.uk/
LinkedInInstagramFacebook
Lync Wealth Management | BathFinancial Advisor
Sterling House, Upper Bristol Rd, Bath BA1 3ANView on Google Maps
5.0(52)
*******7*74View in Leads Searchco*****@l*********.co.ukView in Leads Searchlyncwm.co.uk/welcome/unividual/?utm_source=google&utm_medium=organic&utm_campaign=google%20business%20profile%20-%20bath
LinkedInInstagramFacebook
Osprey Financial Planning LtdFinancial advisor
109 Whitehall Rd, Drighlington, Bradford BD11 1LNView on Google Maps
5.0(28)
******87*07View in Leads Searchin**@o*******.co.ukView in Leads Searchwww.ospreyfp.co.uk/-
Alpha House Wealth ManagementFinancial planner
Unit 14, Westway Business Centre, Marksbury, Bath BA2 9HNView on Google Maps
5.0(17)
*778969**36View in Leads Searchhe***@a***********.co.ukView in Leads Searchalphahousewm.co.uk/-
SaltusFinancial advisor
Queen Square House, Queen Square Pl, Bath BA1 2LLView on Google Maps
5.0(17)
***8966*700View in Leads Search-www.saltus.co.uk/our-locations/bath?utm_source=google&utm_medium=organic&utm_campaign=gb_profile&utm_content=bath
LinkedInX (Twitter)YouTube
Sam Bowrey - Financial PlannerFinancial planner
45 Lansdown Ln, Bath BA1 4JLView on Google Maps
5.0(15)
*77*****629View in Leads Searchsa********@w*****.comView in Leads Searchfinancialadvicebath.co.uk/
LinkedInFacebook
Matheson Charles LtdFinancial planner
1 Queen Square, Bath BA1 2HAView on Google Maps
5.0(12)
*****68**56View in Leads Searchin**@m**************.comView in Leads Searchmathesoncharles.com/
LinkedInFacebook
Will Joyce - Financial AdviserFinancial Advisor
4 Queen St, Bath BA1 1HEView on Google Maps
5.0(6)
*77**96*868View in Leads Search-www.f-w-m.co.uk/partner/willjoyce
LinkedInInstagramFacebook
Morgan Financial Group LtdFinancial planner
41 Gay St, Bath BA1 2NTView on Google Maps
5.0(4)
*******9*71View in Leads Search-www.mfgl.com/
LinkedInFacebookX (Twitter)
M&
McKenzie & Co Financial Consultants
5.0(3)View on Google Maps
5.0(3)
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City Financial Planning LimitedFinancial planner
3, Princes Buildings, George St, Bath BA1 2EDView on Google Maps
5.0(3)
********999View in Leads Search-www.cityfinancialplanning.co.uk/-
Watson FinancialFinancial Advisor
3 Chapel Row, Bath BA1 1HNView on Google Maps
5.0(2)
*****789880View in Leads Searchqf***********@q******.comView in Leads Searchwww.watsonfinancial.co.uk/-
F
Fairstone
5.0(1)View on Google Maps
5.0(1)
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Combined Financial Strategies LtdFinancial planner
38 Gay St, Bath BA1 2NTView on Google Maps
5.0(1)
******7**62View in Leads Searchin**@c*****.comView in Leads Searchwww.cfsorg.com/
FacebookX (Twitter)
AL
Ascot Lloyd - Financial Advisers in Bath
5.0(1)View on Google Maps
5.0(1)
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Bailey Cook Financial PlanningFinancial planner
First Floor, 6 Gay St, Bath BA1 2PHView on Google Maps
4.5(2)
*****6***44View in Leads Searchin**@b***********.co.ukView in Leads Searchwww.baileycookfp.co.uk/
LinkedIn
Premier Financial PlanningFinancial planner
4 Queen St, Bath BA1 1HEView on Google Maps
4.3(6)
******8**22View in Leads Searchin**@p*****.comView in Leads Searchwww.premfp.com/
InstagramFacebook
LW
Lonsdale Wealth Management
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