Are you an adviser? Go to Unbiased Pro

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
Somerset
As featured by
As featured in
Invest Southwest

Invest Southwest

Ash
Initial consultation free
FCA verified
Independent
We are a multi award winning, established and experienced team of Independent Financial Advisers in Taunton and around the Southwest.
Clients
helped
416
Minimum
wealth
£100k+
Meet the team
Matthew Duncan
Paul Booker
Paul Gold
Owen Irish
Amie Johnston-Ward
+2
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Douglas Steers & Company

Douglas Steers & Company

Bridgwater
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
12006
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
J Edward Sellars & Partners Ltd

J Edward Sellars & Partners Ltd

Huish Episcopi
Initial consultation free
FCA verified
Independent
Since 1975, J Edward Sellars has delivered trusted financial planning and investment advice across Wales and the South West. We provide personalised, long-term support focused on your goals, with expert guidance available at our offices or in your home.
Clients
helped
979
Minimum
wealth
£50k+
Meet the team
T
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Douglas Steers & Company

Douglas Steers & Company

Wellington
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
12006
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Corporate Solutions (Poole) Ltd

Corporate Solutions (Poole) Ltd

Hinton St George
Initial consultation free
FCA verified
Independent
Straightforward, personalised financial advice to help you make confident decisions about pensions, investments and retirement.
Clients
helped
32
Minimum
wealth
£50k+
Meet the team
James Pritchett
Can help with
Pensions & retirement
Financial planning
Savings
Business
Douglas Steers & Company

Douglas Steers & Company

Midsomer Norton
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
12006
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Hymans Robertson Personal Wealth

Hymans Robertson Personal Wealth

Chard Town
Initial consultation free
FCA verified
Independent
Clients
helped
222
Minimum
wealth
£100k+
Meet the team
Edward Faulkner
Jeff Simpson
Georgia Hall
Dilara Uyduran
Graeme Robertson
+2
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Douglas Steers & Company

Douglas Steers & Company

Yeovil
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
12006
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Heritage Independent Financial Consultancy Ltd.

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
393
Minimum
wealth
£50k+
Meet the team
Jonathan Hutchins
Colin Williams
Bryan Pooley
Adam Reading
L
+3
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Real Wealth Partners Ltd

Real Wealth Partners Ltd

Martock
Initial consultation free
FCA verified
Independent
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
48
Minimum
wealth
£150k+
Meet the team
Michelle Epstein
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
As featured by
Frequently Asked Questions about Financial Advisers in Somerset