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Located at 4 Queen Square in the heart of Bath, our office provides excellent access to key transport routes, including Bath Spa Railway Station and the A36, ensuring seamless connectivity for clients across Somerset and beyond.

Call us on 01225 904 670 and our Bath team of experts will be happy to help.

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Meet our Bath wealth management team​

Straightforward independent financial advice for clients across Bradford-on-Avon, Lansdown, Widcombe, Combe Down and Larkhall.

Sovereign Wealth Management join Fairstone: Serving clients across Bath for over 10 years.

Sovereign Wealth Management, a trusted name in Bath and Bristol, joined the Fairstone family in 2020. Under the leadership of Marcus Harris, the team had spent over a decade building strong client relationships based on independent, high-quality financial advice.

Their decision to integrate with Fairstone was driven by a shared commitment to putting clients first and embracing a forward-thinking approach to financial planning. With access to a broader range of expertise, enhanced regulatory support, and whole-of-market solutions, the team is now even better equipped to help clients navigate their financial futures with confidence.

Planning your visit to our Bath office

Providing clients in Bath expert advice across a full range of financial planning services

Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.

Incorporating one of the UK’s largest Chartered financial planning firms, our team of financial advisers offer independent financial advice, investment management and estate planning services.

Our clients are at the centre of everything we do and thanks to them we are the number one rated wealth management house on Trustpilot.

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