Find an Independent or Restricted Financial Adviser

We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.

Giving you confidence in your financial future

As a registered firm with the Financial Conduct Authority, we offer professional advice across a range of regulated products and are restricted to leading providers. We have chosen to be part of the Quilter Financial Planning Network.

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.

Everyone looks forward to their retirement - are you prepared for yours?

A leading brand in Retirement Planning, providing expert advice across the UK either remotely or in the comfort of your own home. We cover all options from Annuities to Drawdown, and everything in between, as well as transfers, reviews and consolidation.

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.

Looking for financial advice that puts you first? At Unique Financial, we're not just about numbers—we're about people. Our experienced advisers take the time to understand what's important to you, crafting personalised financial strategies.

A personal approach. We offer a high quality, personalised investment and wealth management services that aim to meet the individual demands of today’s private investors.

Our dedicated team provide clients with clarity and insight, presenting options and delivering solutions on a range of financial matters.