Top 10 Independent (IFAs) & Restricted Financial Advisers in Wembury
Find the best FCA regulated financial advisers in Wembury. Get expert help near you with pensions, investments, retirement planning and more

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
helped
30
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
cf
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
helped
19
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

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
helped
2283
Minimum
wealth
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
ce
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
helped
94
Minimum
wealth
wealth
£150k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services

Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
Clients
helped
helped
2864
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 2 more matches

Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
helped
28
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Wembury

