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

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Total assets
My postcode
First meeting is free
  • Hartsfield Financial Services

    Street
    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

    Woolavington
    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
  • Continuum Financial Services LLP

    Chedzoy
    FCA verified
    Friendly, local, experienced Independent Financial adviser; providing unbiased financial planning, in a clear and easy to understand way.
    97
    £0+
    Can help with
    Pensions & retirement
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  • Hartsfield Financial Services

    Glastonbury
    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
  • Saltus Partners LLP

    Glastonbury
    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.
    430
    £250k+
    Can help with
    Pensions & retirement
  • Continuum (Financial Services) LLP

    Glastonbury
    FCA verified
    I work with my clients to help make their financial future real, whatever their goal. Retirement - Investing - Mortgages - Protection - Equity Release - Estate Planning - Later Life Care Funding - Planning for Business Owners - Cash Management Services
    103
    £50k+
    Can help with
    Pensions & retirement
  • Perennial Wealth

    Glastonbury
    FCA verified
    Truly independent financial advice tailored to your needs.
    100
    £250k+
    Can help with
    Pensions & retirement
  • Crystal Wealth Management

    Wedmore
    FCA verified
    Award Winning Independent Adviser acting in YOUR Best Interests. Let's Optimise your wealth so that you can afford your best life and retirement.
    61
    £100k+
    Can help with
    Pensions & retirement
  • J Edward Sellars & Partners Ltd

    Wedmore
    FCA verified
    605
    £50k+
    Can help with
    Pensions & retirement
  • Saltus Partners LLP

    Wedmore
    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.
    430
    £250k+
    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.