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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
Oliver Ibrahim at Prydis Wealth

Oliver Ibrahim at Prydis Wealth

Broad clyst
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
Alex Hawker at True Potential

Alex Hawker at True Potential

Clyst honiton
Initial consultation free
FCA verified
Restricted
I am a specialist in investment strategy, tax efficiency & pension & retirement planning, including Defined Benefit/Final Salary transfers, consolidation of pension pots, drawdown & tax-free cash release. Please get in touch & I will be delighted to help.
Clients
helped
51
Minimum
wealth
£100k+
Meet the team
Alex Hawker
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
ClearView Wealth Management Ltd

ClearView Wealth Management Ltd

Tavistock
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
Heritage Independent Financial Consultancy Ltd.

Heritage Independent Financial Consultancy Ltd.

Taunton
Initial consultation free
FCA verified
Independent
Whilst financial analysis and management can be complex (it's the bit you pay us for), the communication should not be.
Clients
helped
137
Minimum
wealth
£50k+
Meet the team
Simon Heap
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Long Term Care
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Channel Financial Planning

Plymouth
Initial consultation free
FCA verified
Restricted
I help individuals & families make confident financial decisions through clear, structured financial planning. By understanding what matters to you, I provide practical advice across investments, retirement, protection & estate planning.
Clients
helped
14
Minimum
wealth
£50k+
Meet the team
Ross Palmer
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
ce

Chartered Edge Financial Planning

Plymouth
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
69
Minimum
wealth
£150k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
Invest Southwest

Invest Southwest

Taunton
Initial consultation free
FCA verified
Independent
We are a multi award winning, established and experienced team of Independent Financial Advisers in Taunton and around the Southwest.
Clients
helped
379
Minimum
wealth
£100k+
Meet the team
Matthew Duncan
Paul Booker
Paul Gold
Owen Irish
Amie Johnston-Ward
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
M&G Advice

M&G Advice

Launceston
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
2165
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Evelyn Partners

Evelyn Partners

Burnham on sea and highbridge
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
922
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Tony Columbine True Potential Wealth Management

Tony Columbine True Potential Wealth Management

Launceston
Initial consultation free
FCA verified
Restricted
Whether you’re unsure where your pensions are held, worried about hidden fees, or simply want a smarter way to grow and protect your wealth, I’ll guide you step-by-step. My advice is transparent, tailored, and backed by award-winning technology that puts
Clients
helped
837
Minimum
wealth
£50k+
Meet the team
Tony Columbine
Tony Columbine
Tony Columbine
Tony Columbine
Tony Columbine
+3
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Frequently Asked Questions about Financial Advisers in Devon