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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
Gilbert Stephens Financial Services Ltd

Gilbert Stephens Financial Services Ltd

Sidmouth
Initial consultation free
FCA verified
Independent
We have two qualified IFAs who between them have extensive experience in advising on all aspects of personal financial planning.
Clients
helped
< 10
Minimum
wealth
£0+
Meet the team
Wyatt Loake
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Mortgages
Heritage Independent Financial Consultancy Ltd.

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
385
Minimum
wealth
£50k+
Meet the team
Jonathan Hutchins
Colin Williams
Bryan Pooley
Adam Reading
L
+3
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Hansford Bell Financial Planners

Hansford Bell Financial Planners

Tavistock
Initial consultation free
FCA verified
Independent
Clients
helped
18
Minimum
wealth
£0+
Meet the team
Christopher Palmer
Ross Biddiss
David Pimlott
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Chadwick Financial Management

Chadwick Financial Management

Dartmouth
Initial consultation free
FCA verified
Independent
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
< 10
Minimum
wealth
£0+
Meet the team
Sylvia Read
Karen Cooper
Callum Pye
Tanith Byles
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
M&G Advice

M&G Advice

Plymouth
Initial consultation free
FCA verified
Restricted
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
2287
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Advice Rooms

Advice Rooms

Barnstaple
Initial consultation free
FCA verified
Independent
Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
Clients
helped
630
Minimum
wealth
£0+
Meet the team
Adam Neal
Jon Thompson
Tracy Muller
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
ClearView Wealth Management Ltd

ClearView Wealth Management Ltd

Exeter
Initial consultation free
FCA verified
Independent
Thoroughly independent financial advice, focused on you and your ambitions.
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Lawrie Tawse
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Oliver Ibrahim at Prydis Wealth

Oliver Ibrahim at Prydis Wealth

Crediton
Initial consultation free
FCA verified
Independent
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
87
Minimum
wealth
£0+
Meet the team
O
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Andy Hawkins at 2Plan Wealth Management

Andy Hawkins at 2Plan Wealth Management

Torquay
Initial consultation free
FCA verified
Independent
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
59
Minimum
wealth
£50k+
Meet the team
Andrew Hawkins
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Mortgages
Fidelius Ltd

Fidelius Ltd

Launceston
Initial consultation free
FCA verified
Independent
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
31
Minimum
wealth
£100k+
Meet the team
Rachel Henley
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Devon