Top 10 Independent (IFAs) & Restricted Financial Advisers in Devon
Find the best FCA regulated financial advisers in Devon. Get expert help near you with pensions, investments, retirement planning and more

Heritage Independent Financial Consultancy Ltd.
Taunton
Initial consultation free
FCA verified
Independent
A fully Independent Company putting the clients interest first and building close relationships on an ongoing professional basis. Pension consolidation and drawdown specialists. Advising clients for 24 years .
Clients
helped
helped
385
Minimum
wealth
wealth
£50k+
Meet the team
L
+3
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
One of Vouched For UK Top Rated IFA 2019/2020 and 2021 Local Trusted Independent Financial Advice - based in Dartmouth since 1987 offering face to face and online advice using market leading technology
Clients
helped
helped
< 10
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
helped
2287
Minimum
wealth
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings

Prydis is a trusted company with a unique approach. We are dedicated to giving you the clarity and insight you need to maximise the performance of your wealth. Providing tailored, straightforward advice when you need it.
Clients
helped
helped
87
Minimum
wealth
wealth
£0+
Meet the team
O
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

The importance of financial planning gives us all a chance to plan our futures in the knowledge that we will have a prosperous retirement.
I believe in offering exceptional value to my clients through reduced investment charges and great service.
Clients
helped
helped
59
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Mortgages

Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
helped
31
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Devon



