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

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  • Hartsfield Financial Services

    Frome
    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.
    1453
    £150k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Taunton
    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.
    1453
    £150k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Somerton
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10684
    £0+
    Can help with
    Pensions & retirement
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  • Heritage Independent Financial Consultancy Ltd.

    Taunton
    FCA verified
    A fully Independent Company putting the clients interest first and building close relationships on an ongoing professional basis. Pension consolidation and drawdown specialists. Advising clients for 24 years .
    354
    £50k+
    Can help with
    Pensions & retirement
  • Kellands Chartered Financial Planners

    Wellington
    FCA verified
    Kellands Chartered Financial Planners are independent financial advisers (IFAs) and Wealth Managers, offering quality financial planning and investment advice to both individuals and businesses in Cheshire, Greater Manchester and across the UK.
    29
    £250k+
    Can help with
    Pensions & retirement
  • Meridian Financial Services

    Frome
    FCA verified
    Our goal is to deliver high quality advice to both personal and commercial clients.
    29
    £0+
    Can help with
    Pensions & retirement
  • Jon Fry - Elite Financial Consulting Ltd

    Pilton
    FCA verified
    As an award-winning local independent financial advisory firm, we pride ourselves on providing clear and easy-to-understand guidance to help individuals and families develop comprehensive financial plans tailored to their unique goals and circumstances.
    33
    £50k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Wedmore
    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.
    1453
    £150k+
    Can help with
    Pensions & retirement
  • Heritage Independent Financial Consultancy Ltd.

    Wembdon
    FCA verified
    A fully Independent Company putting the clients interest first and building close relationships on an ongoing professional basis. Pension consolidation and drawdown specialists. Advising clients for 24 years .
    354
    £50k+
    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.
    96
    £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.