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

Find the best FCA regulated financial advisers in Nunney. Get expert help near you with pensions, investments, retirement planning and more
Nunney, Somerset
Evelyn Partners

Evelyn Partners

Frome
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
1056
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Douglas Steers & Company

Douglas Steers & Company

Frome
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10573
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
Saltus Partners LLP

Saltus Partners LLP

Frome
Initial consultation free
FCA verified
Independent
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.
Clients
helped
1065
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Cole Gunning - Financial Adviser

Cole Gunning - Financial Adviser

Frome
Initial consultation free
FCA verified
Restricted
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.
Clients
helped
41
Minimum
wealth
£50k+
Meet the team
Cole Gunning
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Fairstone Group

Fairstone Group

Frome
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15225
Minimum
wealth
£0+
Meet the team
Iain Robinson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Fidelius Ltd

Fidelius Ltd

Frome
Initial consultation free
FCA verified
Independent
Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
22
Minimum
wealth
£100k+
Meet the team
Rachel Henley
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Tindle Wealth Management Ltd

Tindle Wealth Management Ltd

Frome
Initial consultation free
FCA verified
Restricted
As an independently owned and specialised firm, we offer institutional quality financial advice and investment management, tailored to the individuals and families that we serve.
Clients
helped
20
Minimum
wealth
£500k+
Meet the team
Julius Morgan-Giles
Scott Tindle
Amy Claxton
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Stockbroking services
MPI Financial Advice

MPI Financial Advice

Frome
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8788
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Investments
Business
Bellamy Wealth Management Ltd

Bellamy Wealth Management Ltd

Frome
Initial consultation free
FCA verified
Restricted
If you’re new to financial advice, we understand that taking the first step can feel daunting. That’s why we take the time to talk with you, to listen carefully, understand your financial situation, and learn what matters most to you.
Clients
helped
109
Minimum
wealth
£150k+
Meet the team
Kyle Marsh
Sagee Abuebid
Paul Andrews
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Washington Square

Washington Square

Frome
Initial consultation free
FCA verified
Independent
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.
Clients
helped
148
Minimum
wealth
£0+
Meet the team
Paddy Sault
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Frequently Asked Questions about Financial Advisers in Nunney