Top 20 Independent Financial Advisers in Midsomer Norton

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  • Continuum (Financial Services) LLP

    Midsomer norton
    After working with me you will feel more confident, more in control and more focused when it comes to planning your future. Working together we will develop your own financial route map and empower you with the tools to make your journey a success.
    46
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Barry Platten - 2Plan Wealth Management

    Midsomer norton
    Fully Independent Financial Adviser, giving friendly no pressure advice on all your financial planning needs.
    < 10
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Westfield
    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.
    11844
    £100k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Blue Wealth

    High littleton
    Chartered financial planners, independent, experts in pensions, investments and financial planning.
    55
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Westview Financial Services Ltd

    Marksbury
    Whether you're looking for a mortgage, protection or a full wealth management strategy, we can advise across the whole market.
    53
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Informed Choice (South West) Limited

    Corston
    12
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Shepton mallet
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5225
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Insight Financial Advice Ltd

    Bath
    Plan for your future with confidence. We offer independent and unbiased advice, together with years of experience.
    239
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management LLP

    Frome
    We are financially secure with >£17.6bn assets under management. Our aim is to help clients to understand and plan a financial future. We simplify the complex and I have never had a complaint or a client go into the FSCS.
    110
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lisa Anderson at Continuum

    Frome
    Our Mission is to bring to our clients a lifetime financial planning experience, where the advice is uncomplicated, clear and at all times meaningful.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Ascot Lloyd

    Kelston
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    445
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Synthesis Wealth Management

    Bath
    Our purpose is to help clients make intelligent money choices. We're independent and all our initial discovery meetings and analysis are without charge.
    124
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Washington Square

    Frome
    We offer friendly, contemporary, Independent Financial Advice with good old-fashioned personal service. Our aim is to help you to "Invest In Your Values" with a view to using your finances responsibly and sustainably.
    25
    £0+
    8.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Meridian Financial Services

    Frome
    Our goal is to deliver high quality advice to both personal and commercial clients.
    28
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Barry Platten - 2Plan Wealth Management

    Frome
    Fully Independent Financial Adviser, giving friendly no pressure advice on all your financial planning needs.
    < 10
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lisa Anderson at Continuum

    Croscombe
    Our Mission is to bring to our clients a lifetime financial planning experience, where the advice is uncomplicated, clear and at all times meaningful.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield

    Bath
    We’re a team of independent financial planners based in the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    87
    £100k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sword Wealth Management Ltd

    Frome
    After years working in the I have an in depth knowledge of investment management, retirement planning, protection products and tax planning, to make the most of your wealth today and provide security for the future.
    67
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Truly Independent

    Bath
    Offering a free no obligation initial meeting, we provide independent regulated advice on pensions and investments. We take the stress out of investing, helping clients of all wealth levels across Wales and the West of England.
    22
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AISA Retirement Planning

    Saltford
    We offer independent financial advice in areas such as Pensions and Investments. Specialist experience in tax efficient planning strategies such as Inheritance Tax and the sale of a business. Part of the award-winning AISA group, established in 1998.
    < 10
    £50k+
    9.0
    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.