Find an Independent or Restricted Financial Adviser
- We are a Chartered Financial Planning firm, providing independent financial planning, wills, trusts, mortgage, insurance and tax advice to private clients, trusts and small businesses. We are based at the Exeter Business Hub, Exeter St. David's Station.Clients638
helpedMinimum£150k+
wealthPensions & retirement - Helping you plan for a secure future while enjoying life today. Professional advice on pensions, investments, protection and legacy planning, focused on clarity, confidence and financial wellbeing.Clients16
helpedMinimum£50k+
wealthPensions & retirement - I listen to your priorities and focus on your objectives. I strongly believe it is important for advisers to remember that it is YOUR money and that we are here to provide you with a service. I specialise in investment, pension and retirement advice.Clients382
helpedMinimum£50k+
wealthPensions & retirementNot sure which adviser to pick?Answer a few questions to help us find you the perfect match. - Are you ready to take control of your financial future with confidence? As Chartered Financial Planners, we are dedicated to helping you achieve your goals with personalised, unbiased advice tailored specifically to your needs.Clients254
helpedMinimum£150k+
wealthPensions & retirement - Head quartered in the UK (and with offices in Switzerland, Australia, the USA, Hong Kong and Ireland), we've been helping clients achieve their financial goals for nearly 20 years, since the inception of the company in 2004.Clients82
helpedMinimum£150k+
wealthPensions & retirement - Our team at Greentree would love to help you with your retirement or investment planning. With over 15 years experience, we specialise in providing simple, jargon free advice, helping our clients to identify and achieve their financial objectives.Clients20
helpedMinimum£0+
wealthPensions & retirement - Our focus is making sure that you understand our recommendations and work closely with you to achieve your goals and objectives, so that you have complete peace of mind with regards to your finances.Clients68
helpedMinimum£50k+
wealthPensions & retirement - As a father & son team, we have over 40 years of experience. Retirement advice, drawdown, annuities, pension consolidation & pension transfers. FREE INITIAL CONSULTATION. We are a local family firm providing home visits throughout Lanarkshire & Glasgow.Clients225
helpedMinimum£50k+
wealthPensions & 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.