Top 10 Best Financial Advisors in Gloucester

FCA-registered independent financial advisors ranked by qualifications, expertise, and client service

Updated November 2025

Gloucester, a historic cathedral city with a growing economy, offers a wide range of financial planning services. From the revitalized Docks to Quedgeley and Barnwood, individuals and business owners seek expert advice on pensions, investments, and mortgages.

Our independent ranking highlights the top financial advisors in Gloucester. We evaluate firms based on their commitment to independent (whole-of-market) advice, FCA regulatory status, and their ability to handle complex financial needs like pension consolidation and estate planning.

How we rank advisors:
  • FCA registration & Independence
  • Professional qualifications (DipPFS, Chartered)
  • Transparent fee structures
  • Local presence and reputation in Gloucester
  • Breadth of services (Pensions, Mortgages, Investments)
#1
⭐ Top 1

Prosser Knowles Associates

Chartered Financial PlannerFCA Registered

4th Floor, Llanthony Warehouse, The Docks, Gloucester, GL1 2EH

SERVICES:
Personal Financial PlanningWealth ManagementMortgage AdviceEquity ReleaseRetirement Planning+1 more
Why they made our top 10:

Strong local reputation in Gloucester for comprehensive financial planning. Excellent client feedback.

#2
⭐ Top 2

BBT Group Ltd

Chartered Financial PlannersFCA Registered

Gloucester office: Various locations nationally, serving Gloucester area

SERVICES:
PensionsInvestmentsInheritance Tax PlanningLong-Term Care PlanningInsurance+1 more
Why they made our top 10:

Specialists in pension transfers and retirement planning. Known for clear, jargon-free advice.

#3
⭐ Top 3

Viva Retirement Solutions

Equity Release SpecialistsFCA Registered

4 Severnvale, London Colney, England, AL2 1TE (Serves Gloucester area)

SERVICES:
Equity ReleaseRetirement PlanningLater Life Lending
Why they made our top 10:

Trusted Gloucester advisors offering expert Equity Release guidance.

#4

Fidelius Ltd

Chartered Financial PlannerFCA Registered

1141 Regent Court, The Square, Gloucester Business Park, GL3 4AD

SERVICES:
Financial PlanningPension AdviceInvestment ManagementRetirement Planning
Why they made our top 10:

Trusted Gloucester advisors offering expert Financial Planning guidance.

#5

Just Ask Financial Planning

Chartered Financial PlannersFCA Registered

Suite 10, The Business Centre, Innsworth Technology Centre, Innsworth, Gloucester, GL3 1DL

SERVICES:
Financial PlanningInvestment AdvicePension PlanningProtection
Why they made our top 10:

Trusted Gloucester advisors offering expert Financial Planning guidance.

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