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

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  • Generation Wealth Ltd

    Tiverton
    FCA verified
    A family firm, we provide independent financial advice within a highly personalised service.
    53
    £100k+
    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
  • Neligan Financial Ltd

    Cullompton
    FCA verified
    "I feel reassured that I've worked with someone who has taken the time to really get to know my aspirations for the future and has considered all the options open to me at this point in my life, and how best to ensure I am secure for the future."
    54
    £150k+
    Can help with
    Pensions & retirement
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  • 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'.
    144
    £0+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Cranbrook
    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.
    10894
    £0+
    Can help with
    Pensions & retirement
  • Oliver Ibrahim at Prydis Wealth

    Crediton
    FCA verified
    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.
    66
    £0+
    Can help with
    Pensions & retirement
  • Gilbert Stephens Financial Services Ltd

    Crediton
    FCA verified
    We have three qualified IFAs who between them have extensive experience in advising on all aspects of personal financial planning.
    14
    £0+
    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.
    10894
    £0+
    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.
    53
    £100k+
    Can help with
    Pensions & retirement
  • Heritage Independent Financial Consultancy Ltd.

    Wellington
    FCA verified
    A fully Independent Company putting the clients interest first and building close relationships on an ongoing professional basis. Pension consolidation and drawdown specialists. Advising clients for 24 years .
    356
    £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.