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Top 10 Independent (IFAs) & Restricted Financial Advisers in South Hams

Find the best FCA regulated financial advisers in South Hams. Get expert help near you with pensions, investments, retirement planning and more
South Hams, Devon
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Chartered Edge Financial Planning

Plymouth
Initial consultation free
FCA verified
Restricted
We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
84
Minimum
wealth
£150k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
The Private Office

The Private Office

Newton abbot
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
39624
Minimum
wealth
£150k+
Meet the team
Julian Frere
Dan Alder
Daniel Blandford
Estella Peto
Francine Kelly
+9
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Fairstone Group

Fairstone Group

Ivybridge
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15109
Minimum
wealth
£0+
Meet the team
Matthew Eaton
Scott Robinson
Shaun Bell
Jamie Laban
Andrew Bond
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Vanessa Taylor, Strategic Solutions, Chartered Financial Planners

Vanessa Taylor, Strategic Solutions, Chartered Financial Planners

Dartington
Initial consultation free
FCA verified
Independent
Strategic Solutions is honoured to have been awarded Moneyfacts Investment adviser of the year both in 2015 and 2017, Retirement adviser of the year in 2018, Highly commended in 2019 & 2020, and again Investment Adviser of the year in 2021 & 2022 & 2024.
Clients
helped
67
Minimum
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
ClearView Wealth Management Ltd

ClearView Wealth Management Ltd

Tavistock
Initial consultation free
FCA verified
Independent
Thoroughly independent financial advice, focused on you and your ambitions.
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Lawrie Tawse
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
ce

Chartered Edge Financial Planning

Plymouth
Initial consultation free
FCA verified
Restricted
We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
84
Minimum
wealth
£150k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
Chadwick Financial Management

Chadwick Financial Management

Dartmouth
Initial consultation free
FCA verified
Independent
One of Vouched For UK Top Rated IFA 2019/2020 and 2021 Local Trusted Independent Financial Advice - based in Dartmouth since 1987 offering face to face and online advice using market leading technology
Clients
helped
< 10
Minimum
wealth
£0+
Meet the team
Sylvia Read
Karen Cooper
Callum Pye
Tanith Byles
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Finsbridge Financial Planning

Finsbridge Financial Planning

Ivybridge
Initial consultation free
FCA verified
Independent
We are a Chartered Financial Planning firm, providing independent financial planning, wills, trusts, mortgage, insurance and tax advice to private clients, trusts and small businesses. We are based in Harold Wood, Romford.
Clients
helped
654
Minimum
wealth
£150k+
Meet the team
Rohit Rohela
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Mortgages
ce

Chartered Edge Financial Planning

Plymouth
Initial consultation free
FCA verified
Restricted
We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
84
Minimum
wealth
£150k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
The Private Office

The Private Office

Totnes
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
39624
Minimum
wealth
£150k+
Meet the team
Julian Frere
Dan Alder
Daniel Blandford
Estella Peto
Francine Kelly
+9
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Frequently Asked Questions about Financial Advisers in South Hams