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

Find the best FCA regulated financial advisers in Taunton. Get expert help near you with pensions, investments, retirement planning and more.
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  • A C Mole Financial Services

    Taunton
    FCA verified
    < 10
    £0+
    Can help with
    Financial planning

  • Karen Gregory

    Taunton
    FCA verified
    Independent Financial Adviser with 30+ years experience. I am married, have a daughter and with two dogs.
    15
    £50k+
    Can help with
    Pensions & retirement

  • Milsted Langdon Financial Services

    Taunton
    FCA verified
    < 10
    £0+
    Can help with
    Tax & trust planning
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  • Evelyn Partners

    Taunton
    FCA verified
    "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."
    631
    £500k+
    Can help with
    Pensions & retirement

  • JBM Wealth

    Taunton
    FCA verified
    Welcome to JBM Wealth Management. We offer a comprehensive independent wealth management & financial planning service for all your Investment, Pension, and estate planning needs.
    17
    £250k+
    Can help with
    Pensions & retirement

  • McCarthy Wealth Management

    Taunton
    FCA verified
    We put our client’s interests and financial goals at the heart of our business, priding ourselves on giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and Retirement Planning.
    412
    £150k+
    Can help with
    Pensions & retirement

  • Invest Southwest

    Taunton
    FCA verified
    We are a multi award winning, established and experienced team of Independent Financial Advisers in Taunton and around the Southwest.
    349
    £100k+
    Can help with
    Pensions & retirement

  • Blackdown Financial

    Taunton
    FCA verified
    Fully independent financial and mortgage advisers who will spend time understanding what you really want and need, and then provide advice from the whole market.
    < 10
    £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.
    19843
    £250k+
    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.
    135
    £50k+
    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.