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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
Advies Wealth Ltd

Advies Wealth Ltd

Plymouth
Initial consultation free
FCA verified
Independent
We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.
Clients
helped
516
Minimum
wealth
£50k+
Meet the team
Aatif Shafi
Can help with
Old Royle Wealth Management Ltd

Old Royle Wealth Management Ltd

Plymouth
Initial consultation free
FCA verified
Independent
Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
Clients
helped
2863
Minimum
wealth
£150k+
Meet the team
Richard Clayton
Nikita Phillips
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 2 more matches
Vanessa Taylor, Strategic Solutions, Chartered Financial Planners

Vanessa Taylor, Strategic Solutions, Chartered Financial Planners

Newton abbot
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
Vanessa Taylor
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
Fairstone Group

Fairstone Group

Torquay
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
14955
Minimum
wealth
£0+
Meet the team
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
Andy Hawkins at 2Plan Wealth Management

Andy Hawkins at 2Plan Wealth Management

Plymouth
Initial consultation free
FCA verified
Independent
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.
Clients
helped
59
Minimum
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Mortgages
James Swann at Continuum (Financial Services) LLP

James Swann at Continuum (Financial Services) LLP

Plymouth
Initial consultation free
FCA verified
Independent
A dedicated Independent Financial Adviser who places his clients’ interests at the centre of every decision. James believes that truly valuable advice begins with a clear understanding of both your current circumstances and future aspirations.
Clients
helped
21
Minimum
wealth
£0+
Meet the team
James Swann
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
M&G Advice

M&G Advice

Plymouth
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2165
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
My Pension Expert

My Pension Expert

Dartmouth
Initial consultation free
FCA verified
Restricted
We’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
Clients
helped
653
Minimum
wealth
£0+
Meet the team
Katie Winks
Thomas Lee
Richard Harrison
James Allott
David Taylor
+4
Can help with
Pensions & retirement
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Channel Financial Planning

Plymouth
Initial consultation free
FCA verified
Restricted
I help individuals & families make confident financial decisions through clear, structured financial planning. By understanding what matters to you, I provide practical advice across investments, retirement, protection & estate planning.
Clients
helped
14
Minimum
wealth
£50k+
Meet the team
Ross Palmer
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers in South Hams