Top 20 Independent Financial Advisers in Okehampton

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  • Carterdawes IFA Solutions Ltd

    Okehampton
    27
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Davidsons IFA

    Okehampton
    Established in 2001, Davidsons has developed a strong local reputation for straightforward, honest financial advice based on what’s right for you, with no sales spin. We’re fiercely independent and here for you every step of the way.
    24
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Andy Hawkins at 2Plan Wealth Management

    Chagford
    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 good value to clients, achieved by reduced costs and great ongoing advice and service.
    18
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carterdawes IFA Solutions Ltd

    Tavistock
    27
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hansford Bell Financial Planners

    Tavistock
    11
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Gilbert Stephens Financial Services Ltd

    Crediton
    We have three qualified IFAs who between them have extensive experience in advising on all aspects of personal financial planning.
    13
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rochford Financial Services

    Exeter
    Fixed cost pension transfer offer. Top Rated VouchedFor adviser
    New adviser
    £50k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Astute Money Financial Planning Ltd.

    Launceston
    Bespoke client solutions designed and monitored to provide complete peace of mind.
    21
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carterdawes IFA Solutions Ltd

    Launceston
    25
    £50k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carterdawes IFA Solutions Ltd

    Bovey tracey
    18
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Continuum Financial Services LLP

    Bovey tracey
    Friendly, local, experienced Independent Financial adviser; providing unbiased financial planning, in a clear and easy to understand way.
    New adviser
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rochford Financial Services

    Ashburton
    Fixed cost pension transfer offer. Top Rated VouchedFor adviser
    129
    £50k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Upton pyne
    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. We’re here to support you.
    New adviser
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Navigation Financial Planning Limited

    Exeter
    Friendly, professional independent financial advice from the whole of the market to secure and protect your financial health and future.
    New adviser
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Clayden Associates Ltd

    Buckfastleigh
    At Clayden Associates, we specialise in helping people like you to get the best out of their finances.
    23
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bryan J Hollingsworth, ACII DipPFS CeMAP, chartered financial planner

    Exeter
    Impartial and professional advice for personal and business clients, to meet a particular need or provide an overall financial strategy.
    103
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Exeter
    We're experts, we care, we're here so you can protect the life you love.
    New adviser
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Goodmans Financial Planning

    Exeter
    We are Chartered Financial Planners, providing independent and transparent advice, working only for the long term interests of our clients.
    17
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cathedral Financial Management Limited

    Exeter
    We provide highly qualified and unbiased financial advice for private and corporate clients.
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Strategic Solutions Financial Services

    Exeter
    Friendly, Professional, Independent financial advice from local award winning people you can trust.
    New adviser
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement

How can a financial adviser help me?

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