Top 20 Independent Financial Advisers in Exmouth

    I'm looking for
    I need advice on
    Income/Asset value
    Find adviser near postcode/city
    I prefer to be advised

    First meeting is free

    All advisers FCA-regulated

    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.

    • Carterdawes IFA Solutions Ltd Carterdawes IFA Solutions Ltd

      Exmouth

      16
      £50k+
      9.2
      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
      £50k+
      9.2
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Mike Rogers IFA - AFH Management Mike Rogers IFA - AFH Management

      Exmouth

      We take care in identifying the customers overall requirements and pride ourselves on building long term relationships.

      We take care in identifying the customers overall requirements and pride ourselves on building long term relationships.
      66
      £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
      66
      £20k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Strategic Solutions Financial Services Strategic Solutions Financial Services

      Exmouth

      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
    • Woodbury Wealth Management Woodbury Wealth Management

      Woodbury

      Working with individuals, families & business owners to help them understand and achieve their financial goals.

      Working with individuals, families & business owners to help them understand and achieve their financial goals.
      < 10
      £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
      < 10
      £0+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Pension Drawdown Company The Pension Drawdown Company

      Exeter

      Financial Planning and Investment Management to help you to achieve the future you want and deserve.

      Financial Planning and Investment Management to help you to achieve the future you want and deserve.
      22
      £0+
      9.2
      Meet the team
      J
      A
      R
      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
      22
      £0+
      9.2
      Meet the team
      J
      A
      R
      S
      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.
      14
      £20k+
      7.1
      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
      14
      £20k+
      7.1
      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
    • Tailored Wealth Financial Management Tailored Wealth Financial Management

      Teignmouth

      Providing unparalleled advice in all your personal and business needs from pensions, protection to corporate planning we can help.

      Providing unparalleled advice in all your personal and business needs from pensions, protection to corporate planning we can help.
      90
      £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
      90
      £20k+
      7.0
      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
    • Carterdawes IFA Solutions Ltd Carterdawes IFA Solutions Ltd

      Exeter

      Shane Cox is an experienced Chartered Financial Planner providing unbiased and affordable advice across Exeter and the South West.

      Shane Cox is an experienced Chartered Financial Planner providing unbiased and affordable advice across Exeter and the South West.
      30
      £100k+
      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
      30
      £100k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

      All you need to
      know about
      finding advice

      How to understand your own advice needs and when it’s time to ask an adviser.
      The different ways you can use Unbiased to identify the ideal adviser for you.
    • 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
    • Integrity365 Integrity365

      Exeter

      We pride ourselves on the personalised service we offer. Built on the foundations of professional excellence, we offer an exceptional client experience, modern technology, and the interpersonal skills to deliver high quality our clients trust and value.

      We pride ourselves on the personalised service we offer. Built on the foundations of professional excellence, we offer an exceptional client experience, modern technology, and the interpersonal skills to deliver high quality our clients trust and value.
      New adviser
      £100k+
      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
      New adviser
      £100k+
      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
    • Old Mill Old Mill

      Exeter

      Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them.

      Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them.
      < 10
      £250k+
      9.5
      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
      £250k+
      9.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Inter-Uk Financial Services Limited Inter-Uk Financial Services Limited

      Exeter

      48
      £0+
      7.0
      Meet the team
      C
      M
      N
      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
      £0+
      7.0
      Meet the team
      C
      M
      N
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Jessica Chantler - Quilter Financial Advisers Ltd Jessica Chantler - Quilter Financial Advisers Ltd

      Exeter

      I take pride in working with my clients to hit the big milestones in life - whether it's their first mortgage, saving for a special occasion, or planning for retirement and beyond. Whatever your financial need, I can help you.

      I take pride in working with my clients to hit the big milestones in life - whether it's their first mortgage, saving for a special occasion, or planning for retirement and beyond. Whatever your financial need, I can help you.
      31
      £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 Restricted - whole of market
      31
      £0+
      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

      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
    • Cathedral Financial Management Limited Cathedral Financial Management Limited

      Exeter

      Privately owned and independently run, we provide highly qualified and unbiased financial advice for private and corporate clients.

      Privately owned and independently run, we provide highly qualified and unbiased financial advice for private and corporate clients.
      < 10
      £100k+
      9.0
      Meet the team
      N
      E
      E
      M
      M
      +1
      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
      £100k+
      9.0
      Meet the team
      N
      E
      E
      M
      M
      +1
      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
    • < 10
      £50k+
      7.0
      Meet the team
      R
      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+
      7.0
      Meet the team
      R
      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?

    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.