LeadTaro
Navigation
PrivacyTerms

List Of All investment advisor Leads in Bath

Searching for investment advisor in Bath? Below are 20 businesses with the essentials - location, contact details, and customer ratings. Future Wealth Management - Bath leads the ratings at 5.0★, and most businesses on this list average around 5.0★. Updated 10/13/2026 - scroll down to compare the full list and follow through to whichever business suits your needs.

20 results · last updated 10/13/2026

Want this list saved for later?
Free account: export to CSV, save to your CRM, and get alerts when new investment advisor appear in Bath.
CompanyAddressRatingPhoneEmailWebsiteSocial
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
Approachable Finance IFAFinancial Advisor
24 Main St, Cross Hills, Keighley BD20 8TFView on Google Maps
5.0(50)
*****6***51View in Leads Searchin**@a******************.co.ukView in Leads Searchwww.approachablefinance.co.uk/
FacebookX (Twitter)
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
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/-
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
Burwood Financial PlanningFinancial Advisor
30 Burwood Fold, Queensbury, Bradford BD13 2FNView on Google Maps
5.0(14)
*796**78*27View in Leads Search-burwoodfinancialplanning.co.uk/-
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
Reybridge CapitalFinancial Advisor
1 Queen Square, Bath BA1 2HAView on Google Maps
5.0(8)
******9**90View in Leads Searchin**@r***************.comView in Leads Searchwww.reybridgecapital.com/
LinkedInInstagramFacebook
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)
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/-
McKenzie & Co Financial ConsultantsFinancial planner
6 Kingsmead Square, Bath BA1 2ABView on Google Maps
5.0(3)
*****696944View in Leads Search-mckenzieandco.co.uk/?utm_source=google&utm_medium=organic&utm_campaign=gmb-listing
Facebook
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/-
Craven Slater & Associates LtdFinancial planner
E Mill, Dean Clough Mills, Halifax HX3 5AXView on Google Maps
5.0(1)
*******7*25View in Leads Searchco*****@c***********.comView in Leads Searchwww.cravenslater.com/-
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)
Ascot Lloyd - Financial Advisers in BathFinancial Advisor
Cambridge House, Henry St, Bath BA1 1BTView on Google Maps
5.0(1)
*****7*7*00View in Leads Searchin**@a*********.co.ukView in Leads Searchwww.ascotlloyd.co.uk/-
Synthesis WealthFinancial Advisor
28 Brock St, Bath BA1 2LNView on Google Maps
5.0(1)
*****68**82View in Leads Searchhe***@s***************.co.ukView in Leads Searchwww.synthesis-wealth.co.uk/
LinkedInFacebookX (Twitter)
The Private OfficeFinancial planner
Cambridge House, Henry St, Bath BA1 1BTView on Google Maps
4.7(28)
*******9*65View in Leads Searchma*******@t***************.comView in Leads Searchwww.theprivateoffice.com/
LinkedInInstagramFacebookX (Twitter)
Bath & West Wealth ManagementFinancial planner
3-4 Widcombe Parade, Widcombe, Bath BA2 4JTView on Google Maps
-*****696869View in Leads Search-www.bathandwestwealth.co.uk/index.html-

Keep reading

Guides and playbooks on lead generation, cold outreach and prospecting.

GeneralSales Dashboard in 2026: 3 Ready-to-Use Templates for B2B Prospecting CampaignsRead moreGeneralHow to Build a School Email Database in 2026: A Complete Guide to Finding Verified School LeadsRead moreGeneralHow LeadTaro Supercharges B2B Sales and Outreach EfficiencyIn a competitive B2B landscape, sales teams and marketing professionals are constantly seeking ways to accelerate lead generation, streamline outreach, and convert prospects faster. Manual prospecting not only consumes hours of work but also risks missing critical opportunities, especially when scaling globally.Read more
Join 600+ businesses finding leads daily

Start finding leads today.

Join businesses using LeadTaro to discover, save, and reach their ideal customers worldwide.

600+
Active users
50K+
Leads found
4.9★
User rating
Trusted by 600+ businesses worldwide