Top 10 Independent (IFAs) & Restricted Financial Advisers in Wootton Courtenay

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  • James & Associates Financial Services Ltd

    Minehead
    FCA verified
    James & Associates Financial Services Ltd is an innovative practice of like-minded individuals who provide high quality, independent financial advice. We are committed to our clients and are keen to be judged on the value we deliver.
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Matthew Sulley - AFH Wealth Management

    St athan
    FCA verified
    I provide, unbiased, whole of market, independent financial planning and investment management services to clients who value a long-term relationship.
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • Summit Financial Advisors and Wealth Management Ltd (M&G Wealth Advice)

    Barry
    FCA verified
    We aim help you achieve your goals and aspirations but guiding you through your personalised finaicial planning needs. We aim to understand your current situation and then your desired outcomes and help build a plan that suits your needs.
    Recently added
    £50k+
    Can help with
    Pensions & retirement
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  • Fairstone Group

    Wellington
    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.
    11840
    £0+
    Can help with
    Pensions & retirement

  • Six Q Financial Planning Limited

    Wellington
    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

  • True Potential Wealth Management - Pencoed/Cardiff

    Barry
    FCA verified
    88
    £0+
    Can help with
    Pensions & retirement

  • Imperial Chartered

    Cowbridge and llanblethian
    FCA verified
    Creating a brighter future through effective financial planning
    78
    £50k+
    Can help with
    Pensions & retirement

  • Summit Financial Advisors and Wealth Management Ltd (M&G Wealth Advice)

    Cowbridge and llanblethian
    FCA verified
    We aim help you achieve your goals and aspirations but guiding you through your personalised finaicial planning needs. We aim to understand your current situation and then your desired outcomes and help build a plan that suits your needs.
    Recently added
    £50k+
    Can help with
    Pensions & retirement

  • Beesure Financial Planning Ltd

    Barry
    FCA verified
    Providing independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.
    64
    £50k+
    Can help with
    Pensions & retirement

  • Prosperity Wealth - Ciaran Reynolds

    Barry
    FCA verified
    Whether you require help buying a home, planning your retirement, saving for the future, or protecting your loved ones. I'm here to guide you through the complexities of personal finance by offering independent, unbiased advice.
    79
    £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.