Top 20 Independent Financial Advisers in South West

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  • Asquire Wealth Management

    London
    Focused on assisting our clients reach their future financial objectives. Circumstances change and so should your plans.
    109
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Humboldt Financial

    London
    We do more financial planning in 2 hours, than most do in 7 years
    492
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Broxburn
    We're experts, we care, we're here so you can protect the life you love.
    150
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Stephen McMahon

    Glasgow
    With our extensive knowledge we have helped clients take control of their finances and face the future confidently. Find out
    216
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lionel-Kojoson

    Croydon
    You the client, know your situation best and we, at Lionel-Kojoson are experts and know our industry. Together we can create smart plans to achieve your goals.
    17
    £50k+
    7.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    London
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5230
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Studio 61 Wealth Management Ltd

    Saint annes on the sea
    We focus on identifying client needs and providing tailored financial solutions.
    48
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management LLP

    Ipswich
    I'm a local financial adviser with 25 years experience of helping clients achieving their ambitions. Hopefully I can help you.
    62
    £20k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Adam McCarthy at True Potential Wealth Management

    Tewkesbury
    I put my clients interests and financial goals absolutely at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    104
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Gold Griffin - Wealth Planning

    London
    Our primary focus is 'Happy Clients'. Award Winning, highest quality Independent Financial Advice.
    81
    £20k+
    7.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Heritage Independent Financial Consultancy Ltd.

    Taunton
    A fully Independent Company putting the clients interest first and building close relationships on an ongoing professional basis.
    234
    £0+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 2Plan - Jean-Francois

    London
    165
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Raj Sahins - Quilter Financial Advisers

    Leicester
    I am a Financial Planning Consultant authorised by Quilter Financial Advisers Limited which is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. We offer financial planning for both corporate and private clients covering the full spectrum of financial services products. I have worked within the financial services profession since 1999 with the Co-operative Insurance Society (CIS), and Co-operative Bank. I have built up a wealth of experience by working as a Financial Adviser, Sales and Area Manager and a Bancassurance Area/Regional Manager with CIS and the Co-op Bank, and now as a self employed Financial Planning Consultant with Quilter Financial Advisers.
    27
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Holme valley
    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.
    11860
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management

    Bradford
    How to plan for retirement and what to do when nearing retirement can appear confusing. I can help you with simple straightforward financial advice.
    289
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • HMC Holistic Ltd

    Stow hill
    HMC Holistic Ltd put its clients needs at the heart of everything we do.
    49
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Michael Donkor - Alexander House Financial Planning Ltd

    Ilford
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    104
    £100k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • WHIreland Wealth Management

    Oldland
    We provide expert advice you can count on, in areas such as investments, retirement or pension planning.
    92
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Advanced Asset Consultants

    Falkirk
    Chartered practice providing Pension Transfer Specialist advice on a holistic approach incorporating Investments, savings, trusts and estate planning.
    54
    £500k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark J Morsley & Associates Ltd

    Manningtree
    Over 25 years of giving financial advice, must be doing something right!
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    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.