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

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  • Andy Hawkins at 2Plan Wealth Management

    Exeter
    FCA verified
    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.
    50
    £0+
    Can help with
    Pensions & retirement
  • CarterDawes IFA Solutions

    Exeter
    FCA verified
    Helping you plan for your financial future and make those important decisions in life with a holistic approach. I offer bespoke financial advice, believing one size doesn't fit all.
    14
    £0+
    Can help with
    Pensions & retirement
  • Inter-Uk Financial Services Limited

    Exeter
    FCA verified
    48
    £0+
    Can help with
    Pensions & retirement
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  • Advice Rooms

    Exeter
    FCA verified
    Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
    145
    £0+
    Can help with
    Pensions & retirement
  • Gilbert Stephens Financial Services Ltd

    Exeter
    FCA verified
    We have two qualified IFAs who between them have extensive experience in advising on all aspects of personal financial planning.
    13
    £0+
    Can help with
    Pensions & retirement
  • Advice Rooms

    Exeter
    FCA verified
    Advice Rooms is a space for all individuals to receive advice regarding their financial & retirement planning.
    145
    £0+
    Can help with
    Pensions & retirement
  • The Private Office

    Exeter
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    25812
    £100k+
    Can help with
    Pensions & retirement
  • Goodmans Financial Planning

    Exeter
    FCA verified
    We are Chartered Financial Planners, providing independent and transparent advice, working only for the long term interests of our clients.
    23
    £250k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Exeter
    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.
    9885
    £0+
    Can help with
    Pensions & retirement
  • AFH Wealth Management LTD

    Exeter
    FCA verified
    The UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
    1485
    £50k+
    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.