Top 10 Independent (IFAs) & Restricted Financial Advisers in Over Stowey

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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. Advising clients for 24 years .
    356
    £50k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Bridgwater
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    17497
    £100k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Bridgwater
    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
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  • Six Q Financial Planning Limited

    Bridgwater
    FCA verified
    Six Q Financial Planning provides independent financial planning and advice. Our purpose is to help you identify and achieve your aims and objectives.
    53
    £100k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Bridgwater
    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
  • Hartsfield Financial Services

    Taunton
    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
  • Flying Colours

    Taunton
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    17497
    £100k+
    Can help with
    Pensions & retirement
  • Heritage Independent Financial Consultancy Ltd.

    Taunton
    FCA verified
    Whilst financial analysis and management can be complex (it's the bit you pay us for), the communication should not be.
    120
    £0+
    Can help with
    Pensions & retirement
  • Heritage Independent Financial Consultancy Ltd.

    Taunton
    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. Advising clients for 24 years .
    356
    £50k+
    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.