Top 10 Independent (IFAs) & Restricted Financial Advisers in Stoke St Gregory

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  • Crystal Wealth Management

    Westonzoyland
    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.
    66
    £100k+
    Can help with
    Pensions & retirement
  • Craig Williams - Golden Valley Financial Planning Limited

    North petherton
    FCA verified
    We are proud to be a partner of M&G Wealth Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.
    Recently added
    £100k+
    Can help with
    Pensions & retirement
  • J Edward Sellars & Partners Ltd

    Huish episcopi
    FCA verified
    689
    £50k+
    Can help with
    Pensions & retirement
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  • 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.
    139
    £0+
    Can help with
    Pensions & retirement
  • Sandringham Financial Partners

    Taunton
    FCA verified
    Your money is precious, so let me help you make the most of it. At this difficult time, face to face meetings may not be what you want or need. I am able to provide advice on a remote basis using a combination of phone, email and video conferencing. Advice needs don't go away but can become more urgent so please do get in touch. We can discuss your need s and the best way to achieve them
    105
    £0+
    Can help with
    Pensions & retirement
  • 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.
    63
    £100k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Bridgwater
    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.
    11742
    £0+
    Can help with
    Pensions & retirement
  • 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 .
    361
    £50k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Taunton
    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.
    11742
    £0+
    Can help with
    Pensions & retirement
  • Flying Colours Advice

    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.
    18216
    £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.