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

I need advice on
Total assets
My postcode
First meeting is free
  • The Private Office

    Chard town
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    28296
    £100k+
    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.
    1513
    £150k+
    Can help with
    Pensions & retirement
  • Sandringham Financial Partners

    Taunton
    FCA verified
    Your money is precious, so let me help you make the most of it. At this difficult time, face to face meetings may not be what you want or need. I am able to provide advice on a remote basis using a combination of phone, email and video conferencing. Advice needs don't go away but can become more urgent so please do get in touch. We can discuss your need s and the best way to achieve them
    102
    £0+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
  • Neligan Financial Ltd

    Axminster
    FCA verified
    "I feel reassured that I've worked with someone who has taken the time to really get to know my aspirations for the future and has considered all the options open to me at this point in my life, and how best to ensure I am secure for the future."
    53
    £150k+
    Can help with
    Pensions & retirement
  • Advice Rooms

    Martock
    FCA verified
    Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
    270
    £0+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Taunton
    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.
    10846
    £0+
    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.
    1513
    £150k+
    Can help with
    Pensions & retirement
  • J Edward Sellars & Partners Ltd

    Martock
    FCA verified
    605
    £50k+
    Can help with
    Pensions & retirement
  • MPI Financial Advice

    Martock
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    3150
    £0+
    Can help with
    Pensions & retirement
  • Adrian Rooney, IFA at Invest Southwest

    Taunton
    FCA verified
    Over thirty five years' experience of providing expert financial advice; professional, friendly, understandable, and reliable.
    24
    £100k+
    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.