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

I need advice on
Total assets
My postcode
First meeting is free
  • Hartsfield Financial Services

    Yatton
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1529
    £150k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Yatton
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    17591
    £100k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Wrington
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1529
    £150k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
  • Jamie Jacobs at IFAMAX Wealth Management

    Wrington
    FCA verified
    An experienced & highly qualified IFA who would welcome a friendly 'sales and jargon-free' chat to see how I can help. We offer a unique service at Ifamax where your initial 3 meetings are charge and obligation free. Think of it as a try before you buy!
    < 10
    £250k+
    Can help with
    Pensions & retirement
  • Aevum Wealth Management

    Yatton
    FCA verified
    The team at Aevum Wealth Management has been providing independent financial advice to individuals, families and businesses for over 36 years.
    16
    £100k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Churchill
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    17591
    £100k+
    Can help with
    Pensions & retirement
  • Greg Charlton - True Potential Wealth Management

    Kingston seymour
    FCA verified
    I have over 15 years experience within the financial services industry, putting my clients ambitions and needs at the core of my advice. If you want clear, concise, straight-forward financial expertise and a guiding hand, please do get in touch.
    126
    £100k+
    Can help with
    Pensions & retirement
  • Perennial Wealth

    Backwell
    FCA verified
    Truly independent financial advice tailored to your needs.
    100
    £250k+
    Can help with
    Pensions & retirement
  • The Private Office

    Backwell
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face-to-face meeting we are offering online and telephone advice.
    28496
    £100k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Nailsea
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1529
    £150k+
    Can help with
    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.