Top 20 Independent Financial Advisers in Devon

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    How it
    works?
    1

    Tell us what you’re looking for
    and then choose from a list of
    suitable advisers.

    2

    Have a free first meeting with the adviser
    to make certain of your choice.

    3

    Discuss the adviser’s services and
    fees before deciding whether to hire them.

    • Ascot Lloyd Ascot Lloyd

      Plymouth

      One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.

      One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
      15
      £50k+
      7.4
      Meet the team
      C
      J
      A
      G
      A
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      15
      £50k+
      7.4
      Meet the team
      C
      J
      A
      G
      A
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Neligan Financial Ltd Neligan Financial Ltd

      Newton abbot

      Chartered, Certified Financial Planners; providing independent advice to people in Exeter, Sidmouth, Exmouth, Tiverton, Honiton, Seaton, Crediton & surrounding areas.

      Chartered, Certified Financial Planners; providing independent advice to people in Exeter, Sidmouth, Exmouth, Tiverton, Honiton, Seaton, Crediton & surrounding areas.
      41
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      41
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Fairstone Financial Management Ltd Fairstone Financial Management Ltd

      Exeter

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
      39
      £0+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      39
      £0+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Carterdawes IFA Solutions Ltd Carterdawes IFA Solutions Ltd

      Paignton

      17
      £50k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      17
      £50k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Seabrook Clark Ltd Seabrook Clark Ltd

      Exeter

      As Chartered Financial Planners, we specialise in pensions and income drawdown, investing for income, tax mitigation and estate planning.

      As Chartered Financial Planners, we specialise in pensions and income drawdown, investing for income, tax mitigation and estate planning.
      16
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      16
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Quilter Financial Advisers - David Allen Quilter Financial Advisers - David Allen

      Torquay

      Financial planning expert qualified in Final Salary Pensions and Investments. Trusted advice: it's all about your needs.

      Financial planning expert qualified in Final Salary Pensions and Investments. Trusted advice: it's all about your needs.
      < 10
      £50k+
      9.0
      Meet the team
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      < 10
      £50k+
      9.0
      Meet the team
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Strategic Solutions Financial Services Strategic Solutions Financial Services

      Exeter

      Friendly, Professional, Independent financial advice from local award winning people you can trust.

      Friendly, Professional, Independent financial advice from local award winning people you can trust.
      22
      £100k+
      7.0
      Meet the team
      M
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      22
      £100k+
      7.0
      Meet the team
      M
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Chetwood Wealth Management Ltd Chetwood Wealth Management Ltd

      Wellington

      < 10
      £50k+
      7.0
      Meet the team
      +3
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £50k+
      7.0
      Meet the team
      +3
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Clarity Wealth Management LLP Clarity Wealth Management LLP

      Totnes

      I'm a wealth planning coach, which in plain English means I work with you and help you navigate through the Coronavirus and beyond, by mentoring your Financial Behaviour to a successful life after work.

      I'm a wealth planning coach, which in plain English means I work with you and help you navigate through the Coronavirus and beyond, by mentoring your Financial Behaviour to a successful life after work.
      23
      £50k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      23
      £50k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Goodmans Financial Planning Goodmans Financial Planning

      Plymouth

      We are Chartered Financial Planners, providing independent, transparent advice and work only for the long term interest of our clients.

      We are Chartered Financial Planners, providing independent, transparent advice and work only for the long term interest of our clients.
      42
      £250k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      42
      £250k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

      All you need to
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    • Rochford Financial Services Rochford Financial Services

      Ashburton

      Fixed cost pension transfer offer. Top Rated VouchedFor adviser

      Fixed cost pension transfer offer. Top Rated VouchedFor adviser
      123
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      123
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Fairstone Financial Management Ltd Fairstone Financial Management Ltd

      Lyme regis

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
      < 10
      £0+
      9.1
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £0+
      9.1
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Westward Financial Management Limited Westward Financial Management Limited

      Tiverton

      We are committed to delivering a personal advice and review service ensuring impartiality, confidence and trust.

      We are committed to delivering a personal advice and review service ensuring impartiality, confidence and trust.
      14
      £100k+
      7.0
      Meet the team
      S
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      14
      £100k+
      7.0
      Meet the team
      S
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Heaton Financial Independent Financial Advisers Ltd Heaton Financial Independent Financial Advisers Ltd

      Exeter

      We are experienced professionals committed to providing unbiased and affordable financial advice.

      We are experienced professionals committed to providing unbiased and affordable financial advice.
      77
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      77
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • 2 Plan Wealth Mgt Ltd 2 Plan Wealth Mgt Ltd

      Teignmouth

      < 10
      £20k+
      7.0
      Meet the team
      M
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £20k+
      7.0
      Meet the team
      M
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Andy Hawkins at 2Plan Wealth Management Andy Hawkins at 2Plan Wealth Management

      Exeter

      The importance of financial planning gives us all a chance to plan our futures in the knowledge that we will have a prosperous retirement. I believe in offering good value to clients, achieved by reduced costs and great ongoing advice and service.

      The importance of financial planning gives us all a chance to plan our futures in the knowledge that we will have a prosperous retirement. I believe in offering good value to clients, achieved by reduced costs and great ongoing advice and service.
      16
      £20k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      16
      £20k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Simon Austin Chartered Financial Planner Simon Austin Chartered Financial Planner

      Exeter

      Effective planning for your future is the only way to ensure that your personal and business goals are achieved. I offer truly personalised financial planning, from basic reviews to more complex appraisals.

      Effective planning for your future is the only way to ensure that your personal and business goals are achieved. I offer truly personalised financial planning, from basic reviews to more complex appraisals.
      15
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      15
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Prydis Wealth Limited Prydis Wealth Limited

      Exeter

      We are Chartered Financial Planners with a passion to find the best solution for our clients.

      We are Chartered Financial Planners with a passion to find the best solution for our clients.
      48
      £100k+
      7.0
      Meet the team
      +4
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      48
      £100k+
      7.0
      Meet the team
      +4
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Chadwick Financial Management Chadwick Financial Management

      Dartmouth

      One of Vouched For UK Top Rated IFA 2019 Local Trusted Independent Financial Advice from an All Female Firm

      One of Vouched For UK Top Rated IFA 2019 Local Trusted Independent Financial Advice from an All Female Firm
      < 10
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Goodmans Financial Planning Goodmans Financial Planning

      Exeter

      We are Chartered Financial Planners, providing independent and transparent advice, working only for the long term interests of our clients.

      We are Chartered Financial Planners, providing independent and transparent advice, working only for the long term interests of our clients.
      17
      £250k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      17
      £250k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      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?

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