List Of All financial planner Leads in Bath
Find financial planner in Bath — 20 local businesses are listed below with their contact details and ratings. Future Wealth Management - Bath leads the ratings at 5.0★, and most businesses on this list average around 4.9★. Updated 9/1/2026 — scroll down to compare the full list and follow through to whichever business suits your needs.
20 results · last updated 9/1/2026
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| Name | Phone | Links | Reviews | Category | |
|---|---|---|---|---|---|
| Future Wealth Management - Bath4 Queen St, Bath BA1 1HE | *******••••1 | — | 5.0(55 reviews) | Financial planner | |
| RDS Financial PlanningWhitcliffe Rd, Cleckheaton BD19 3BY | *7*****••••3 | ro**••••co.ukRegister to View | 5.0(55 reviews) | Financial Advisor | |
| Lync Wealth Management | BathSterling House, Upper Bristol Rd, Bath BA1 3AN | *******••••4 | co****••••co.ukRegister to View | 5.0(52 reviews) | Financial Advisor | |
| Osprey Financial Planning Ltd109 Whitehall Rd, Drighlington, Bradford BD11 1LN | ******8••••7 | in**••••co.ukRegister to View | 5.0(28 reviews) | Financial advisor | |
| Vision Independent Financial Advisors186 Low Rd, Thornhill, Wakefield WF12 0PU | *******••••5 | in**••••co.ukRegister to View | 5.0(27 reviews) | Financial Advisor | |
| SaltusQueen Square House, Queen Square Pl, Bath BA1 2LL | ***8966••••0 | — | 5.0(17 reviews) | Financial advisor | |
| Alpha House Wealth ManagementUnit 14, Westway Business Centre, Marksbury, Bath BA2 9HN | *778969••••6 | he***••••co.ukRegister to View | 5.0(17 reviews) | Financial planner | |
| Sam Bowrey - Financial Planner45 Lansdown Ln, Bath BA1 4JL | *77****••••9 | — | 5.0(15 reviews) | Financial planner | |
| Matheson Charles Ltd1 Queen Square, Bath BA1 2HA | *****68••••6 | in**••••*.comRegister to View | 5.0(12 reviews) | Financial planner | |
| Will Joyce - Financial Adviser4 Queen St, Bath BA1 1HE | *77**96••••8 | — | 5.0(6 reviews) | Financial Advisor | |
| Morgan Financial Group Ltd41 Gay St, Bath BA1 2NT | *******••••1 | — | 5.0(4 reviews) | Financial planner | |
| McKenzie & Co Financial Consultants6 Kingsmead Square, Bath BA1 2AB | *****69••••4 | — | 5.0(3 reviews) | Financial planner | |
| City Financial Planning Limited3, Princes Buildings, George St, Bath BA1 2ED | *******••••9 | — | 5.0(3 reviews) | Financial planner | |
| Watson Financial3 Chapel Row, Bath BA1 1HN | *****78••••0 | qf****••••*.comRegister to View | 5.0(2 reviews) | Financial Advisor | |
| Fairstone4 Queen St, Bath BA1 1HE | *****9*••••0 | he***••••co.ukRegister to View | 5.0(1 reviews) | Financial planner | |
| Combined Financial Strategies Ltd38 Gay St, Bath BA1 2NT | ******7••••2 | in**••••*.comRegister to View | 5.0(1 reviews) | Financial planner | |
| Bailey Cook Financial PlanningFirst Floor, 6 Gay St, Bath BA1 2PH | *****6*••••4 | in**••••co.ukRegister to View | 4.5(2 reviews) | Financial planner | |
| Premier Financial Planning4 Queen St, Bath BA1 1HE | ******8••••2 | in**••••*.comRegister to View | 4.3(6 reviews) | Financial planner | |
| Local Financial AdvicePool Business Park, Unit 15 Pool Rd, Pool in Wharfedale, Otley LS21 1FD | *8****8••••9 | jo****••••*.comRegister to View | 3.7(3 reviews) | Financial planner | |
| Lonsdale Wealth ManagementTong Hall, Tong Ln, Tong, Hall, Bradford BD4 0RR | *****87••••5 | en****••••co.ukRegister to View | — | Financial Advisor |