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

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  • Quilter Cheviot Financial Planning (South West)

    Kilkhampton
    FCA verified
    Weโ€™re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    113
    ยฃ250k+
    Can help with
    Pensions & retirement

  • Oculus Wealth Management - Stephen Pountney

    Launceston
    FCA verified
    With a presence in Truro, we offer fully Independent Financial Advice for our client's across the region. We offer a free no obligation consultation process. Our advice is then bespoke & tailored for every & every client personal requirements.
    200
    ยฃ50k+
    Can help with
    Pensions & retirement

  • Westcountry IFP Limited

    Launceston
    FCA verified
    I help my clients grow & protect their wealth, plan for retirement and structure their estates to effectively mitigate Inheritance Tax. My advice is carefully composed and bespoke. I put my clients at the centre of everything I do.
    98
    ยฃ100k+
    Can help with
    Pensions & retirement
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  • The Private Office

    Bideford
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. Weโ€™re here to support you.
    30561
    ยฃ100k+
    Can help with
    Pensions & retirement

  • Curtis Netherway at Continuum

    Bideford
    FCA verified
    Retirement planning expert, offering truly independent financial advice, through his friendly and professional service.
    56
    ยฃ100k+
    Can help with
    Pensions & retirement

  • Redpath Financial Planning Ltd

    Okehampton
    FCA verified
    We provide straight forward, independent advice to ensure you have the right solutions for your future needs. Before preparing a personalised recommendation, we ensure that we fully understand your circumstances and life goals.
    158
    ยฃ50k+
    Can help with
    Pensions & retirement

  • Old Royle Wealth Management Ltd

    Okehampton
    FCA verified
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
    1867
    ยฃ100k+
    Can help with
    Pensions & retirement

  • AFH Wealth Management LTD

    Okehampton
    FCA verified
    The UKโ€™s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
    1950
    ยฃ150k+
    Can help with
    Pensions & retirement

  • Hansford Bell Financial Planners

    Tavistock
    FCA verified
    11
    ยฃ0+
    Can help with
    Pensions & retirement

  • The Private Office

    Barnstaple
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. Weโ€™re here to support you.
    30561
    ยฃ100k+
    Can help with
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of lifeโ€™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 thereโ€™s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.