Top 10 Independent (IFAs) & Restricted Financial Advisers in Winscombe And Sandford
Find the best FCA regulated financial advisers in Winscombe And Sandford. Get expert help near you with pensions, investments, retirement planning and more
Truly Independent
Winscombe and sandford
FCA verified
Offering a free initial meeting, we provide independent regulated advice focusing on pensions and investment planning. We take the stress out of investing and provide personalised independent financial advice.
Clients
helped
helped
293
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Future Wealth Management
Winscombe and sandford
FCA verified
We’re committed to long-term relationships built on trust, excellent service, and quality advice. Our aim is simple: to give you and your family financial peace of mind for generations.
Clients
helped
helped
< 10
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
Alex Hawker at True Potential
Winscombe and sandford
FCA verified
I am a specialist in investment strategy, tax efficiency & pension & retirement planning, including Defined Benefit/Final Salary transfers, consolidation of pension pots, drawdown & tax-free cash release. Please get in touch & I will be delighted to help.
Clients
helped
helped
43
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
McCarthy Wealth Management
Winscombe and sandford
FCA verified
I put my client's financial goals at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
Clients
helped
helped
433
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Cleeve Financial Planning
Winscombe and sandford
FCA verified
Cleeve Financial Planning provides financial advice for those seeking retirement planning & investment advice. We empower you with the knowledge and tools needed to make sound financial decisions that align with your goals and values.
Clients
helped
helped
< 10
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Flying Colours Advice
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.
Clients
helped
helped
19939
Minimum
wealth
wealth
£250k+
Can help with
Pensions & retirement
Flying Colours Advice
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.
Clients
helped
helped
19939
Minimum
wealth
wealth
£250k+
Can help with
Pensions & retirement
Crystal Wealth Management
Churchill
FCA verified
Award Winning Independent Adviser acting in YOUR Best Interests.
Let's Optimise your wealth so that you can afford your best life and retirement.
Clients
helped
helped
80
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Saltus Partners LLP
Wrington
FCA verified
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
helped
981
Minimum
wealth
wealth
£250k+
Can help with
Pensions & retirement
Churchill Wealth Management
Cheddar
FCA verified
Experts in Investments & Pensions
We specialise in tailored financial advice, with a focus on investments and pensions. Our priority is to deliver a truly personal service and build long-term relationships. Contact us for a no obligation discussion.
Clients
helped
helped
76
Minimum
wealth
wealth
£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.