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

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  • James Harvey at AFH Wealth Management

    Shepton mallet
    FCA verified
    I work as an Independent Financial Adviser as part of one of the UK’s leading financial planning led wealth management firms. Providing independent financial planning and investment management services to clients who value a long-term relationship.
    86
    £50k+
    Can help with
    Pensions & retirement

  • J Edward Sellars & Partners Ltd

    Shepton mallet
    FCA verified
    689
    £50k+
    Can help with
    Pensions & retirement

  • Ben Middleton at True Potential Wealth Management LLP

    Westfield
    FCA verified
    Helping my clients achieve their financial goals is at the heart of my business. I have been in financial services for over 26 years and have a wealth of knowledge and expertise in pensions, including Defined Benefit schemes and investments.
    217
    £150k+
    Can help with
    Pensions & retirement
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  • Jon Fry - Elite Financial Consulting Ltd

    Pilton
    FCA verified
    As an award-winning local independent financial advisory firm, we pride ourselves on providing clear and easy-to-understand guidance to help individuals and families develop comprehensive financial plans tailored to their unique goals and circumstances.
    36
    £50k+
    Can help with
    Pensions & retirement

  • J Edward Sellars & Partners Ltd

    Westfield
    FCA verified
    689
    £50k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Midsomer norton
    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.
    559
    £250k+
    Can help with
    Pensions & retirement

  • The Private Office

    Westfield
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    30536
    £100k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Radstock
    FCA verified
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    225
    £150k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Evercreech
    FCA verified
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    225
    £150k+
    Can help with
    Pensions & retirement

  • Premier Financial Planning Ltd

    Frome
    FCA verified
    Working in financial services for 27 years and specialising in investments and pensions to help clients grow their capital and enjoy retirement.
    < 10
    £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?

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