Independent financial adviser in Bath
Bath residents seeking expert financial planning and advice need look no further. Here’s what Cardan Wealth Management is all about.
Always by your side
Through all life’s twists and turns, money has a part to play, which is why getting support from experienced professionals is so beneficial. What’s different about our Bath financial advisers is that we’re concerned not only with your retirement plans but with your whole journey, and the ambitions and challenges that define every stage.
You might be in the “squeezed middle”, juggling a young family with a burgeoning career. Maybe you’re in your golden years and wondering about the legacy you’ll leave. Or maybe you’re facing an unexpected bump in the road and need help making sense of new and confusing money matters. For truly independent financial advice in Bath to untangle all of this and more, we’re here.
Who we help
- People seeking work-life balance and wanting to build and protect wealth
- Anyone approaching retirement wanting to solidify their plans
- Those already in retirement with pressing pension and wealth management needs
- People wanting to pass on wealth to the people and causes they care about
- Anyone dealing with change, such as divorce or bereavement
- Professional connections such as accountants and solicitors
A wealth of expertise
Our team includes Chartered financial planners near Bath, meaning when you work with us, you’re getting support from people committed to upholding the very highest of standards. More important than that, though, is the breadth of knowledge at your disposal as our client.
As well as the big-picture services you’d expect from a first-rate advice firm like ours, we’ve got the kind of specialist know-how that comes into its own when it’s really needed. So, if you want help with mortgage-linked life assurance, flexible pension drawdown, income-generating investing, or anything else you can think of, you’re in the right place.
How we help
- Investing, whether for income, growth, or some other goal
- Retirement planning, including accessing retirement funds through annuities or drawdown
- Pensions, from starting your first personal pension to fitting pensions into your wider plans
- Protection, including critical illness cover, life assurance, and income protection
Your questions, answered
If you’ve found us in your search for a financial adviser near Bath, you’re bound to have some questions about what we do and how we do it. This will help.
Can I choose between meeting in person or on a video call?
Yes, whichever suits you best. Plenty of our clients prefer to meet face to face at our Taunton office around 90 minute’s drive from Bath, while others fit video calls around busy family or work schedules. Either way, you’ll get the same level of attention.
How long has Cardan Wealth Management been based in the south-west?
Cardan Wealth Management was established in July 2025, but our advisers bring decades of hands-on experience between them. And as part of the wider Cardan Financial Group, the service you get from our office near Bath is built on long-established expertise.
What makes your firm different from other financial advisers and planners near Bath?
We built our business on old-fashioned values – time, trust, and getting to properly know our clients. That’s backed up with best-in-class financial planning technology and cashflow modelling. It’s a rare combination: the personal, unhurried attention of a close-knit local team, with the infrastructure and resources of the wider Cardan Financial Group behind it.