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

Find the best FCA regulated financial advisers in Somerset. Get expert help near you with pensions, investments, retirement planning and more.
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  • Invest Southwest

    Ash
    FCA verified
    We are a multi award winning, established and experienced team of Independent Financial Advisers in Taunton and around the Southwest.
    349
    £100k+
    Can help with
    Pensions & retirement

  • M&G Wealth Advice

    Frome
    FCA verified
    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.
    2038
    £100k+
    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.
    76
    £150k+
    Can help with
    Pensions & retirement
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  • James & Associates Financial Services Ltd

    Minehead
    FCA verified
    James & Associates Financial Services Ltd is an innovative practice of like-minded individuals who provide high quality, independent financial advice. We are committed to our clients and are keen to be judged on the value we deliver.
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Invest Southwest

    Taunton
    FCA verified
    We are a multi award winning, established and experienced team of Independent Financial Advisers in Taunton and around the Southwest.
    349
    £100k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Taunton
    FCA verified
    Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,000 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
    14219
    £0+
    Can help with
    Pensions & retirement

  • Synthesis Wealth Management

    Yeovil
    FCA verified
    Our purpose is to help individuals and businesses make smarter, more informed financial decisions for a brighter future. Synthesis is a Chartered independent financial planning firm that uses technology to enhance value and outcomes for our clients.
    240
    £100k+
    Can help with
    Pensions & retirement

  • Invest Southwest

    Burnham on sea and highbridge
    FCA verified
    We are a multi award winning, established and experienced team of Independent Financial Advisers in Taunton and around the Southwest.
    349
    £100k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Wellington
    FCA verified
    Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,000 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
    14219
    £0+
    Can help with
    Pensions & retirement

  • Daniel Chard at True Potential Wealth Management

    Queen camel
    FCA verified
    As a Financial Adviser with True Potential Wealth Management I’m committed to delivering better value and choice for my clients.
    14
    £50k+
    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.