Top 20 Independent Financial Advisers in Martinhoe

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  • 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
  • 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
  • Carterdawes IFA Solutions Ltd

    Barnstaple
    175
    £50k+
    9.2
    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.
    12575
    £100k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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
  • 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
  • James & Associates Financial Services Ltd

    Minehead
    James & Associates is an innovative practice of like-minded individuals who provide high quality, independent financial advice. We are committed to our clients and are keen to be judged on the value we deliver.
    < 10
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management - Minehead

    Minehead
    Within everything we do the customer comes first and we pride ourselves on making a difference to someone's life.
    17
    £0+
    7.0
    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
  • Penguin Wealth

    Bridgend
    Penguin are still open for business during the current pandemic. If the crisis has caused you to think more about your financial position then please contact Penguin to find out more about how to protect your wealth, what insurance and policies can be put in place, and how to get your money to work harder for you. You can now book a 15-minute Self-Audit call with a member of our Advice Team via the contact details below: Call: <phone number hidden> Email: <email address hidden> Visit: <url hidden> The best Financial Adviser firm in Wales - as voted by Citywire's New Model Adviser, Professional Adviser and VouchedFor. Authors.
    92
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Wealthmasters Financial Management Ltd

    Coychurch lower
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wealthmasters Financial Management Ltd

    Coychurch lower
    Tony Thomas is a Chartered Financial Planner and part of a team of professional Independent Financial Advisers specialising in Pensions and Retirement & Investments and Wealth Management. We are holders the Gold Standard Pension Transfer Award by the Personal Finance Society. The team has 100+ combined years of expertise in managing people’s Retirement and Wealth Management Needs
    101
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Aevitas Wealth Ltd

    Bridgend
    Working with clients to set meaningful goals; empowering them to define financial success and helping them achieve what’s most important.
    17
    £500k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • HMC Holistic Ltd

    Bridgend
    HMC Holistic Ltd put its clients needs at the heart of everything we do.
    114
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wealthmasters Financial Management Ltd - Laurence Murphy

    Mumbles
    Live for today, plan for tomorrow. I am available by phone or Zoom video call. The first meeting is at no cost to you, is for you to get to know me and i how i work and more importantly for me get to know you, your lifestyle and retirement goals.
    111
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bridgewood IFA

    Brackla
    If you want honest, cost effective, great advice for your pension and investment needs, pleas give me a call.
    < 10
    £50k+
    7.0
    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
  • WPS Wealth

    Cowbridge and llanblethian
    Helping you with every aspect of your financial planning by putting plans in place to help you grow and protect your wealth.
    19
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sterling Welsh

    Cowbridge and llanblethian
    If you find personal finances difficult to understand or just don't have the time I'd love to help you. There are no pin-striped suits here, and nobody's called Tarquin. We don't like stuffy financial advisers either! I will explain everything in plain English, which means that you can make the right decisions about your finances and your future. I have been listed in the "Sunday Times Top Rated IFA" list for two-years' running. So, you can be assured that you will be looked after. If you are worried about your investment as a result of the recent down-turn and would like a free review of that investment, let me have a look at it for you. I can do a video meeting so you don't need to come into the office.
    31
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Imperial Chartered

    Cowbridge and llanblethian
    I see my primary role as making my clients wealthier than they would be if they hadn’t met me, whether that’s building wealth for the future, or ensuring your pension and investment funds pay you the income you need throughout your retirement.
    156
    £0+
    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?

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