Top 10 Independent (IFAs) & Restricted Financial Advisers in Sheldon

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  • Adrian Rooney, IFA at Invest Southwest

    Honiton
    FCA verified
    Over thirty five years' experience of providing expert financial advice; professional, friendly, understandable, and reliable.
    24
    £100k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Honiton
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10687
    £0+
    Can help with
    Pensions & retirement
  • CarterDawes IFA

    Honiton
    FCA verified
    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.
    14
    £0+
    Can help with
    Pensions & retirement
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  • Carter Dawes

    Honiton
    FCA verified
    I am Devon born and bred and have clients covering large areas of the Southwest, particularly East Devon, as well as remote clients farther afield. I am happy to travel to you and have a relaxed approach to holistic financial planning.
    51
    £0+
    Can help with
    Pensions & retirement
  • Continuum Financial Services LLP

    Cullompton
    FCA verified
    'I am proud to have been helping my clients for over 20 years, providing uncomplicated, clear and meaningful independent advice'.
    142
    £0+
    Can help with
    Pensions & retirement
  • Adrian Rooney, IFA at Invest Southwest

    Stawley
    FCA verified
    Over thirty five years' experience of providing expert financial advice; professional, friendly, understandable, and reliable.
    24
    £100k+
    Can help with
    Pensions & retirement
  • Six Q Financial Planning Limited

    Wellington
    FCA verified
    Six Q Financial Planning provides independent financial planning and advice. Our purpose is to help you identify and achieve your aims and objectives.
    52
    £100k+
    Can help with
    Pensions & retirement
  • Quantock Analytical Ltd

    Wellington
    FCA verified
    Pensions and Investment expertise grounded in common sense and value for money
    76
    £50k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Wellington
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10687
    £0+
    Can help with
    Pensions & retirement
  • Kellands Chartered Financial Planners

    Wellington
    FCA verified
    Kellands Chartered Financial Planners are independent financial advisers (IFAs) and Wealth Managers, offering quality financial planning and investment advice to both individuals and businesses in Cheshire, Greater Manchester and across the UK.
    29
    £250k+
    Can help with
    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.

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.