Top 20 Independent Financial Advisers in Wellsnextthesea

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  • Invest Southwest

    Taunton
    Multi award winning, we offer the best solutions from the entire market.
    106
    £20k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Talis Financial Advisers Limited

    Whitstable
    You. Your family. Your welfare. Your legacy. These are your priorities, these are my priorities.
    67
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ascot Lloyd

    Glasgow
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    445
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sutton Winson Wealth Management

    Twickenham
    You’re unique. We will create the right plan by immediately meeting with you to fully understand your financial circumstances.
    109
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    London
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5241
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Countrywide Financial Solutions

    Lytham st annes
    As Independent Financial Advisers, We can offer products and services to cater for all your investment, mortgage and insurance needs.
    85
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Curtis Netherway Financial Services Ltd

    Barnstaple
    Retirement planning expert, offering truly independent financial advice, as a pension transfer specialist, through his friendly and professional service.
    39
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Humboldt Financial

    Aberdeen
    We do more financial planning in 2 hours, than most do in 7 years
    499
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • JWA Financial Planning Ltd

    Cockett
    Our advice will help provide you with greater clarity, knowledge and confidence. We specialise in retirement, tax and investment planning.
    66
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management

    Bradford
    How to plan for retirement and what to do when nearing retirement can appear confusing. I can help you with simple straightforward financial advice.
    290
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

    All you need to
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  • J.M. Glendinning Financial Services Limited

    Leeds
    We aim to deliver solutions which meet our clients needs and objectives, and then we monitor the progress.
    20
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd

    Icklesham
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    117
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • MHA Monahans Wealth Management

    Taunton
    Our Chartered status is a reflection of the quality of independent financial advice we provide.
    < 10
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ian Bagshaw - Fairstone Financial Management

    Rotherham
    Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.
    New adviser
    £20k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rothesay Bennett Financial Planning

    Loughborough
    All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
    205
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Humboldt Financial

    London
    We do more financial planning in 2 hours, than most do in 7 years
    499
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Salford
    We're experts, we care, we're here so you can protect the life you love.
    154
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Tavistock Partners Ltd

    Barnwell
    Top rated with a score of 34/35 in the FT Mystery shop
    32
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bramley Financial Planning

    Godalming
    Now back taking face to face meetings. Also Zoom or Skype sessions during Covid-19. Please contact if you have any worries about retirement plans or your pensions and investments, or would just like a chat
    242
    £0+
    7.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • D S Howell Financial Services Ltd

    Bristol
    Specialists in providing Independent Financial Advice on Investments, Pensions and Protection Insurance, for both individual and corporate entities.
    52
    £100k+
    9.0
    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.