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
As featured in

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
20533
Minimum
wealth
wealth
£250k+
Meet the team
+12
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care

Wherever you are in life and whatever you want to achieve, Real Wealth is here to help. From financial planning, pensions and investments to protecting you, your family and your business, we understand you first. We build a plan around what matters most.
Clients
helped
helped
48
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches

Heritage Independent Financial Consultancy Ltd.
Wembdon
Initial consultation free
FCA verified
Independent
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 .
Clients
helped
helped
393
Minimum
wealth
wealth
£50k+
Meet the team
L
+3
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches

Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
helped
186
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings

Protect, grow and nurture your wealth through our expert and bespoke wealth management service. Let’s build your financial future so you can focus on what really matters.
Clients
helped
helped
125
Minimum
wealth
wealth
£500k+
Meet the team
J
E
A
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services

Experts in Pensions & Investments
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
84
Minimum
wealth
wealth
£150k+
Meet the team
+1
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Long Term Care

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
1163
Minimum
wealth
wealth
£250k+
Meet the team
+23
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
As featured by
Frequently Asked Questions about Financial Advisers in Somerset

