Are you an adviser? Go to Unbiased Pro
Login

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
Continuum Financial Services LLP

Continuum Financial Services LLP

Shaldon
Initial consultation free
FCA verified
Independent
Friendly, local, experienced Independent Financial adviser; providing unbiased financial planning, in a clear and easy to understand way.
Clients
helped
236
Minimum
wealth
£0+
Meet the team
Nicholas Drew
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
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
Continuum Financial Services LLP

Continuum Financial Services LLP

Dartmouth
Initial consultation free
FCA verified
Independent
Friendly, local, experienced Independent Financial adviser; providing unbiased financial planning, in a clear and easy to understand way.
Clients
helped
236
Minimum
wealth
£0+
Meet the team
Nicholas Drew
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Continuum Financial Services LLP

Continuum Financial Services LLP

Torquay
Initial consultation free
FCA verified
Independent
Friendly, local, experienced Independent Financial adviser; providing unbiased financial planning, in a clear and easy to understand way.
Clients
helped
236
Minimum
wealth
£0+
Meet the team
Nicholas Drew
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Continuum Financial Services LLP

Continuum Financial Services LLP

Ivybridge
Initial consultation free
FCA verified
Independent
Friendly, local, experienced Independent Financial adviser; providing unbiased financial planning, in a clear and easy to understand way.
Clients
helped
236
Minimum
wealth
£0+
Meet the team
Nicholas Drew
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Abacus Associates Financial Services

Abacus Associates Financial Services

Torquay
Initial consultation free
FCA verified
Independent
Providing experienced financial advice - friendly, ethical, knowledgeable and professional. Abacus Associates can look after all your financial needs. Our ethos is founded on traditional values – honour, vigilance and dependability.
Clients
helped
280
Minimum
wealth
£100k+
Meet the team
Nick Davies
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
ce

Chartered Edge Financial Planning

Totnes
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
cf

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
17
Minimum
wealth
£50k+
Meet the team
Ross Palmer
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
James Swann at Continuum (Financial Services) LLP

James Swann at Continuum (Financial Services) LLP

Paignton
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
25
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
2241
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Frequently Asked Questions about Financial Advisers in South Hams