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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
Devon
James Swann at Continuum (Financial Services) LLP

James Swann at Continuum (Financial Services) LLP

Torquay
Initial consultation free
FCA verified
Independent
A dedicated Independent Financial Adviser who places his clients’ interests at the centre of every decision. James believes that truly valuable advice begins with a clear understanding of both your current circumstances and future aspirations.
Clients
helped
25
Minimum
wealth
£0+
Meet the team
James Swann
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Prydis Wealth Limited

Prydis Wealth Limited

Exeter
Initial consultation free
FCA verified
Independent
Prydis Wealth Management provides personalised, independent advice to help you grow, protect and plan your wealth with confidence. Our Chartered advisers create tailored strategies built around your goals, today and for the future.
Clients
helped
51
Minimum
wealth
£150k+
Meet the team
Stuart Gibbs
Geoff Morrey-Jones
Liz Andrews
Mark Welsh
Oliver Ibrahim
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
ce

Chartered Edge Financial Planning

Ivybridge
Initial consultation free
FCA verified
Restricted
We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
84
Minimum
wealth
£150k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
James Swann at Continuum (Financial Services) LLP

James Swann at Continuum (Financial Services) LLP

Saltash
Initial consultation free
FCA verified
Independent
A dedicated Independent Financial Adviser who places his clients’ interests at the centre of every decision. James believes that truly valuable advice begins with a clear understanding of both your current circumstances and future aspirations.
Clients
helped
25
Minimum
wealth
£0+
Meet the team
James Swann
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
ce

Chartered Edge Financial Planning

Sowton
Initial consultation free
FCA verified
Restricted
We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
84
Minimum
wealth
£150k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
Douglas Steers & Company

Douglas Steers & Company

Bridgwater
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10466
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
JBM Wealth

JBM Wealth

Stoke canon
Initial consultation free
FCA verified
Independent
Welcome to JBM Wealth Management. We offer a comprehensive independent wealth management & financial planning service for all your Investment, Pension, and estate planning needs.
Clients
helped
23
Minimum
wealth
£250k+
Meet the team
Barry Martin
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Prydis Wealth Limited

Prydis Wealth Limited

Exeter
Initial consultation free
FCA verified
Independent
Prydis Wealth Management provides personalised, independent advice to help you grow, protect and plan your wealth with confidence. Our Chartered advisers create tailored strategies built around your goals, today and for the future.
Clients
helped
51
Minimum
wealth
£150k+
Meet the team
Stuart Gibbs
Geoff Morrey-Jones
Liz Andrews
Mark Welsh
Oliver Ibrahim
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Finsbridge Financial Planning

Finsbridge Financial Planning

Plymouth
Initial consultation free
FCA verified
Independent
We are a Chartered Financial Planning firm, providing independent financial planning, wills, trusts, mortgage, insurance and tax advice to private clients, trusts and small businesses. We are based at the Exeter Business Hub, Exeter St. David's Station.
Clients
helped
654
Minimum
wealth
£150k+
Meet the team
Rohit Rohela
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Mortgages
ce

Chartered Edge Financial Planning

Exeter
Initial consultation free
FCA verified
Restricted
We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
84
Minimum
wealth
£150k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
Frequently Asked Questions about Financial Advisers in Devon