Top 20 Independent Financial Advisers in Honiton

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  • Carter Dawes

    Honiton
    I am Devon born and bred and have clients covering large areas of Devon & Somerset, although living in Exmouth most of my clients are East Devon based. I am happy to travel to you and have a relaxed approach to holistic financial planning.
    30
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • CarterDawes IFA

    Honiton
    We Offer fully bespoke financial advice, without the added cost of discretionary management or model portfolios. We build a investment solution tailored to you taking into account any exclusions of ethical mandates you may have.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lifetime IFA

    Upottery
    Independent financial advisers providing advice for all personal finance objectives including Pensions, Investments & Inheritance Tax. We aim to help all our clients achieve their financial goals by delivering honest, realistic and expert advice.
    16
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Succession Wealth

    Whimple
    Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial video call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
    New adviser
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Sidmouth
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    < 10
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Gilbert Stephens Financial Services Ltd

    Sidmouth
    We have three qualified IFAs who between them have extensive experience in advising on all aspects of personal financial planning.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Neligan Financial Ltd

    Woodbury
    Chartered, Certified Financial Planners; providing independent advice to people in Exeter, Sidmouth, Exmouth, Tiverton, Honiton, Seaton, Crediton & surrounding areas.
    41
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Lyme regis
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    < 10
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bright Future Financial

    Lyme regis
    Independent Financial Adviser and Chartered Financial Planner offering wealth management, investments, pensions and retirement planning advice and estate planning services.
    29
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chetwood Wealth Management Ltd

    Wellington
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Personal Asset Management

    Kingskerswell
    “We offer easy to understand, whole of market advice on Pensions, Investments, Inheritance Tax and Mortgages.”
    38
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Inter-Uk Financial Services Limited

    Exeter
    48
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Old Mill

    Exeter
    Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them.
    < 10
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Old Mill

    Exeter
    Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them.
    New adviser
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Andy Hawkins at 2Plan Wealth Management

    Chagford
    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 good value to clients, achieved by reduced costs and great ongoing advice and service.
    18
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Woodbury Wealth Management

    Bristol
    Working with individuals, families & business owners to help them understand and achieve their financial goals.
    < 10
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Pension Drawdown Company

    Torquay
    Financial Planning and Investment Management to help you to achieve the future you want and deserve.
    24
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carterdawes IFA Solutions Ltd

    Exeter
    Shane Cox is an experienced Chartered Financial Planner providing unbiased and affordable advice across Exeter and the South West.
    31
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Seabrook Clark Ltd

    Exeter
    As Chartered Financial Planners, we specialise in pensions and income drawdown, investing for income, tax mitigation and estate planning.
    16
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Generation Wealth Ltd

    Tiverton
    A family firm, we provide independent financial advice within a highly personalised service.
    49
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & 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.

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