Top 20 Independent Financial Advisers in South West

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  • Trusted Planning Ltd

    Sale
    Only British Standard BS8577 certificated firm in the region. All advisers Chartered, ISO22222 & CFP certificated. Call us on (0161)9052575.
    46
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Iceni Financial Advisers Limited

    Taverham
    We are professional, friendly and helpful. We are passionate about helping our clients achieve their financial goals. We can deal with your enquiry face to face or, in light of the current public health issues, entirely remotely by phone, email and post.
    57
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chestnut Financial Services

    Newark
    Whatever your concerns - whether they span pension planning, Wills & lasting powers of attorney (LPAs), investments, mortgages, equity release, insurances, or need advice following divorce or separation; we are here for you.
    < 10
    £20k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • DGS Chartered Financial Planners.

    St albans
    Experienced firm of Chartered and Independent Financial Advisers providing independent financial advice to individual and corporate clients.
    24
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 2Plan - Jean-Francois

    London
    74
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    London
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    48
    £100k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Prosperity Wealth Ltd

    Brierley hill
    We provide impartial financial planning advice. We specialise in, pensions, retirement, protection, investments, mortgages. Call <phone number hidden>
    113
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Lytham st annes
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    14
    £100k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Newcastle upon tyne
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    66
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • High Edge Financial Planning

    Belper
    Adviser and planner to business owners, 45+s, those 5-10 years to retirement or about to retire. Pension transfer specialist.
    41
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Oakley Independent Limited

    Frodsham
    We are Independent..... and we care call us on <phone number hidden>
    36
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    London
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    36
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ebor Financial Planning Ltd

    Wakefield
    As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
    40
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Clara Wealth Management

    London
    "Impartial & independent financial advice to align your finances with your life goals."
    42
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Synthesis Wealth Management

    Malmesbury
    Our purpose is to help clients make intelligent money choices. We're independent and all our initial discovery meetings and analysis are without charge.
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Old Royle Wealth Management Ltd

    Stockport
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Charles Stanley & Co Ltd

    Dundee
    Award winning firm with over 200 years of heritage. 92% client satisfaction rating for service. Enquire for a free consultation.
    63
    £100k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    London
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    128
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LenRose Wealth Management

    Sittingbourne
    We provide professional independent financial planning advice for personal and business clients. We cover Protection, Retirement Planning, Investments and Mortgages.
    32
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bridgewater Financial Services Limited

    Sale
    We offer a highly professional service, independent of any product providers that is 100% focussed on client needs.
    44
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.