Top 10 Independent (IFAs) & Restricted Financial Advisers in Clyst St Mary
- We believe that the right approach to money is unique to you, enabling your life choices and ensuring wealth provides you with a life lived to the full. You may have decades of financial experience, or be new to asset management, we listen, we advise.Clients650
helpedMinimum£150k+
wealthPensions & retirement - As a trusted Financial Adviser and Partner of St. James’s Place, the UK’s largest wealth management company, my role is to listen, understand what you’d like to achieve, and then help build and construct a professional, tailored and robust plan.Clients72
helpedMinimum£50k+
wealthPensions & retirement - We believe that the right approach to money is unique to you, enabling your life choices and ensuring wealth provides you with a life lived to the full. You may have decades of financial experience, or be new to asset management, we listen, we advise.Clients650
helpedMinimum£100k+
wealthPensions & retirementNot sure which adviser to pick?Answer a few questions to help us find you the perfect match. - 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.Clients83
helpedMinimum£0+
wealthPensions & retirement - Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,000 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"Clients14160
helpedMinimum£0+
wealthPensions & retirement - Providing experienced financial advice - friendly, ethical, knowledgeable and professional. Abacus Associates can look after all your financial needs. Our ethos is founded on traditional values – honour, vigilance and dependability.Clients255
helpedMinimum£100k+
wealthPensions & retirement - Wherever you are on your retirement journey — saving, planning or spending — our friendly, UK-based financial experts are on hand to support you. We help people achieve a better later life.Clients102
helpedMinimum£0+
wealthPensions & 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.