Top 20 Independent Financial Advisers in Sidmouth

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  • Fairstone Financial Management Ltd

    Sidmouth
    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
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Gilbert Stephens Financial Services Ltd

    Sidmouth
    We have three qualified IFAs who between them have extensive experience in advising on all aspects of personal financial planning.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Strategic Solutions Financial Services

    Exmouth
    Friendly, Professional, Independent financial advice from local award winning people you can trust.
    21
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carter Dawes

    Honiton
    I am Devon born and bred and have clients covering large areas of Devon & Somerset, although living in Exmouth most of my clients are East Devon based. I am happy to travel to you and have a relaxed approach to holistic financial planning.
    29
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • CarterDawes IFA

    Honiton
    We Offer fully bespoke financial advice, without the added cost of discretionary management or model portfolios. We build a investment solution tailored to you taking into account any exclusions of ethical mandates you may have.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mike Rogers IFA - AFH Management

    Exmouth
    We take care in identifying the customers overall requirements and pride ourselves on building long term relationships.
    64
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carterdawes IFA Solutions Ltd

    Exmouth
    14
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Pension Drawdown Company

    Exeter
    Financial Planning and Investment Management to help you to achieve the future you want and deserve.
    20
    £0+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    12
    £20k+
    7.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Inter-Uk Financial Services Limited

    Exeter
    46
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Old Mill

    Exeter
    Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them.
    < 10
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    15
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Seabrook Clark Ltd

    Exeter
    As Chartered Financial Planners, we specialise in pensions and income drawdown, investing for income, tax mitigation and estate planning.
    16
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carterdawes IFA Solutions Ltd

    Exeter
    Shane Cox is an experienced Chartered Financial Planner providing unbiased and affordable advice across Exeter and the South West.
    29
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Heaton Financial Independent Financial Advisers Ltd

    Exeter
    We are experienced professionals committed to providing unbiased and affordable financial advice.
    77
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    29
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Adam McCarthy at True Potential Wealth Management

    Exeter
    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.
    11
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Prydis Wealth Limited

    Exeter
    We are Chartered Financial Planners with a passion to find the best solution for our clients.
    48
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tilney

    Exeter
    < 10
    £50k+
    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.