Top 20 Independent Financial Advisers in Zeal Monachorum

I'm looking for
I need advice on
Income/Asset value
Find adviser near postcode/city
I prefer to be advised
  • Gilbert Stephens Financial Services Ltd

    Crediton
    We have three qualified IFAs who between them have extensive experience in advising on all aspects of personal financial planning.
    11
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Davidsons IFA

    Okehampton
    Established in 2001, Davidsons has developed a strong local reputation for straightforward, honest financial advice based on what’s right for you, with no sales spin. We’re fiercely independent and here for you every step of the way.
    24
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carterdawes IFA Solutions Ltd

    Okehampton
    25
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Andy Hawkins at 2Plan Wealth Management

    Chagford
    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.
    18
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rochford Financial Services

    Ashburton
    Fixed cost pension transfer offer. Top Rated VouchedFor adviser
    126
    £50k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Navigation Financial Planning Limited

    Kingsteignton
    Friendly, professional independent financial advice from the whole of the market to secure and protect your financial health and future.
    21
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Woking
    We're experts, we care, we're here so you can protect the life you love.
    29
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Strategic Solutions Financial Services

    Exmouth
    Friendly, Professional, Independent financial advice from local award winning people you can trust.
    22
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bryan J Hollingsworth, ACII DipPFS CeMAP, chartered financial planner

    Exeter
    Impartial and professional advice for personal and business clients, to meet a particular need or provide an overall financial strategy.
    103
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Goodmans Financial Planning

    Exeter
    We are Chartered Financial Planners, providing independent and transparent advice, working only for the long term interests of our clients.
    17
    £250k+
    7.0
    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.
  • Gilbert Stephens Financial Services Ltd

    Exeter
    We have three qualified IFAs who between them have extensive experience in advising on all aspects of personal financial planning.
    12
    £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.
    39
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cathedral Financial Management Limited

    Exeter
    Privately owned and independently run, we provide highly qualified and unbiased financial advice for private and corporate clients.
    < 10
    £100k+
    7.0
    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.
    49
    £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
  • Adam McCarthy at True Potential Wealth Management

    Bristol
    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
    £250k+
    9.0
    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+
    9.1
    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.
    32
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Westward Financial Management Limited

    Tiverton
    We are committed to delivering a personal advice and review service ensuring impartiality, confidence and trust.
    14
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mike Rogers IFA - AFH Management

    Tiverton
    We take care in identifying the customers overall requirements and pride ourselves on building long term relationships.
    35
    £20k+
    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.