Top 10 Independent (IFAs) & Restricted Financial Advisers in Great Elm

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  • Saltus Partners LLP

    Frome
    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.
    738
    £250k+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Frome
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    1102
    £150k+
    Can help with
    Pensions & retirement

  • Washington Square

    Frome
    FCA verified
    We offer friendly, contemporary, Independent Financial Advice with good old-fashioned personal service. Our aim is to help you to "Invest In Your Values" with a view to using your finances responsibly and sustainably.
    102
    £0+
    Can help with
    Pensions & retirement
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  • Meridian Financial Services

    Frome
    FCA verified
    Our goal is to deliver high quality advice to both personal and commercial clients.
    29
    £0+
    Can help with
    Pensions & retirement

  • Cole Gunning - Financial Adviser

    Frome
    FCA verified
    Proud, understanding, jargon-free. With extensive financial advice knowledge, I am dedicated to helping individuals and families navigate their financial journeys. My local perspective and I am here to provide personalized guidance every step of the way.
    15
    £50k+
    Can help with
    Pensions & retirement

  • MPI Financial Advice

    Frome
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    5837
    £0+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Frome
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    12744
    £0+
    Can help with
    Pensions & retirement

  • The Private Office

    Frome
    FCA verified
    Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
    33672
    £100k+
    Can help with
    Pensions & retirement

  • M&G Wealth Advice

    Frome
    FCA verified
    We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
    716
    £100k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Radstock
    FCA verified
    We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    315
    £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.