Premium advice...
at a fair price

Overpaying for financial advice really is as simple as your money sitting in someone else’s pocket. If you have between £100,000 and £5m we could save you thousands of pounds a year versus any comparable service.

Lower costs

We expect you'll make significant savings versus any comparable service. More...

Better advice

Our advice is centered around putting your interests first. More...

Improved service

Our clients rate us over 9 out of 10 across a range of areas, including service. More...

Experts

Our views and comment are regularly sought by the National Press.

Educational

Our guides, videos and blogs lift the lid on financial services. More...

Financial calculators View all

We have a range of financial calculators to help you.

How much might you save in fees?

Use our simple calculator to estimate how much we might save you versus a typical financial adviser.

Sum invested: £


All figures are estimates (may vary in practice) and rounded to the nearest £100, based on the below assumptions:

  • Our initial and annual fees as per our rate card, with combined fund/platform charges of 0.65%
  • Typical adviser costs of 2.4% initially and 2.2% annually
  • Average annual growth of 6% before charges

What our clients think

The proof is in the pudding; here's what our clients think, more examples here.

"The service you provide is excellent. Everyone in the team is super responsive to questions, you are totally straight forward and everything feels like a really personal service. As a client I feel very valued."

“Candid convey integrity and inspire confidence. Their service is attentive and personal, keeping us informed and always responding quickly to any queries we may have. They are knowledgeable about our circumstances and investments and always have our best interests at the forefront of their advice.”

“Very happy I decided to move my investments to Candid. You are much more approachable and open than previous advisers I have dealt with. I hope to remain a satisfied customer for many years to come.”

“We spoke with a few financial advisers before coming across Candid. From the first conversations we knew we were dealing with a company that had integrity at its heart and was a company that we could confidently trust.”

Frequently asked questions

Here's a few questions, you can read a lot more here.

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What areas can we advise on?

We are not restricted in any way and the core of our business is helping people before and during retirement via pensions, ISAs and investing.

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Are we independent?

Yes. We have no ties to any companies and can recommend from across the marketplace to ensure we give good advice in your best interests.

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What geographical areas do we cover?

We look after clients across the UK. Whilst we are always happy to welcome clients in our Bath office, most liaise with us via phone, email and post.

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How much do we charge?

Our fees are amongst the lowest in the industry, you can view them here. The key is that we'll take time to establish how we might help and give you a clear idea of all costs before you need to make any decisions.

Can we help?

We expect to save you a lot of money versus comparable services. To arrange an initial 10–15 minute chat call us on 0203 397 7280 or click below.

Call me back
...

6 Riverside Court
Bath
BA2 3DZ

0203 397 7280
hello@candidfinancialadvice.com

Candid Financial Advice Limited is authorised and regulated by the Financial Conduct Authority. FCA number 630986. Registered in England and Wales, company number 8261124, 6 Riverside Court, Bath BA2 3DZ.

Decisions should not be taken based solely on the content of this website, individual advice should be sought first. Regulations, levels and bases of taxation are subject to change. Tax planning is not regulated by the Financial Conduct Authority. We are not responsible for the content of external links. The content on this website is aimed at UK residents.

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© Candid Financial Advice Limited 2013-2022