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

I need advice on
Total assets
My postcode
First meeting is free
  • Prydis Wealth Limited

    Barnstaple
    FCA verified
    Prydis is a trusted company with a unique approach. We are dedicated to giving you the clarity and insight you need to maximise the performance of your wealth. Providing tailored, straightforward advice when you need it.
    < 10
    £50k+
    Can help with
    Pensions & retirement
  • Advice Rooms

    Barnstaple
    FCA verified
    Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
    274
    £0+
    Can help with
    Pensions & retirement
  • Curtis Netherway at Continuum

    Barnstaple
    FCA verified
    Retirement planning expert, offering truly independent financial advice, through his friendly and professional service.
    54
    £100k+
    Can help with
    Pensions & retirement
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  • Quilter Cheviot Financial Planning (South West)

    Barnstaple
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    93
    £250k+
    Can help with
    Pensions & retirement
  • The Private Office

    Barnstaple
    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.
    28421
    £100k+
    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
  • Curtis Netherway at Continuum

    Bideford
    FCA verified
    Retirement planning expert, offering truly independent financial advice, through his friendly and professional service.
    54
    £100k+
    Can help with
    Pensions & retirement
  • Generation Wealth Ltd

    Tiverton
    FCA verified
    A family firm, we provide independent financial advice within a highly personalised service.
    53
    £100k+
    Can help with
    Pensions & retirement
  • The Private Office

    Bideford
    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.
    28424
    £100k+
    Can help with
    Pensions & retirement
  • CarterDawes IFA Solutions

    Copplestone
    FCA verified
    Helping you plan for your financial future and make those important decisions in life with a holistic approach. I offer bespoke financial advice, believing one size doesn't fit all.
    16
    £0+
    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.