Top 20 Independent Financial Advisers in Georgeham

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  • Adam McCarthy at True Potential Wealth Management

    Fremington
    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.
    108
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Curtis Netherway Financial Services Ltd

    Barnstaple
    Retirement planning expert, offering truly independent financial advice, as a pension transfer specialist, through his friendly and professional service.
    40
    £150k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management - North Devon

    Fremington
    Within everything we do the customer comes first and we pride ourselves on making a difference to someone's life.
    103
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carterdawes IFA Solutions Ltd

    Barnstaple
    175
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Philip J Milton & Company Plc

    Barnstaple
    Established in 1985, the Company specialises in all aspects of financial planning advice.
    63
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Barnstaple
    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.
    12618
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carterdawes IFA Solutions Ltd

    Bideford
    175
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carterdawes IFA Solutions Ltd

    Okehampton
    175
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cilbenrick Limited

    Pennard
    A professional firm of financial planners and investment advisers. Call Cilbenrick on <phone number hidden> to arrange a free initial consultation.
    31
    £100k+
    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.