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

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  • 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.
    342
    £50k+
    Can help with
    Pensions & retirement
  • Jamie Jacobs at IFAMAX Wealth Management

    Kingsdon
    FCA verified
    An experienced and highly qualified IFA who can bore you with his qualifications when the time comes, but for now let's have a friendly human 'sales and jargon-free' chat to see how I can help!
    Recently added
    £250k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Chard town
    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.
    1316
    £150k+
    Can help with
    Pensions & retirement
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  • Advice Rooms

    Martock
    FCA verified
    Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
    147
    £0+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Wells
    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.
    1316
    £150k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Martock
    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.
    9906
    £0+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Yeovil
    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.
    1316
    £150k+
    Can help with
    Pensions & retirement
  • 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
  • Saltus Partners LLP

    Glastonbury
    FCA verified
    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.
    308
    £250k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Martock
    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.
    1316
    £150k+
    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.