Top 20 Independent Financial Advisers in Totnes

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

    Totnes
    I'm a wealth planning coach, which in plain English means I work with you and help you navigate through the Coronavirus and beyond, by mentoring your Financial Behaviour to a successful life after work.
    24
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Dart Financial Advice

    Totnes
    Costs are one of the largest factors affecting investment returns. We offer high quality at lower cost.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Goodmans Financial Planning

    Totnes
    We are Chartered Financial Planners, providing independent, transparent advice and work only for the long term interests of our clients.
    17
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carterdawes IFA Solutions Ltd

    Paignton
    18
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Clayden Associates Ltd

    Buckfastleigh
    At Clayden Associates, we specialise in helping people like you to get the best out of their finances.
    23
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rochford Financial Services

    Ashburton
    Fixed cost pension transfer offer. Top Rated VouchedFor adviser
    126
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Personal Asset Management

    Kingskerswell
    “We offer easy to understand, whole of market advice on Pensions, Investments, Inheritance Tax and Mortgages.”
    38
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ripley Wales Financial Planning

    Torquay
    RETIREMENT PLANNING IS EVERYTHING; INHERITANCE TAX PLANNING IS EVERYTHING ELSE
    < 10
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lifetime IFA

    Torquay
    I am passionate about helping my clients plan their own unique retirement journey. It is a privilege to help build portfolios that provide excellent returns that enable quality of life and financial security throughout retirement.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chadwick Financial Management

    Dartmouth
    One of Vouched For UK Top Rated IFA 2019 Local Trusted Independent Financial Advice from an All Female Firm
    < 10
    £0+
    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.
  • Alexander House Financial Planning

    Newton abbot
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    New adviser
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Continuum Financial Services LLP

    Dartmouth
    'I am proud to have been helping my clients for over 20 years, providing uncomplicated, clear and meaningful independent advice'.
    55
    £20k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Pension Drawdown Company

    Torquay
    Financial Planning and Investment Management to help you to achieve the future you want and deserve.
    24
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Abigail Stidworthy and Vanessa Taylor, Strategic Solutions, Chartered Financial Planners

    Newton abbot
    Strategic Solutions is honoured to have been awarded Moneyfacts Investment adviser of the year both in 2017 and 2015
    54
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    East allington
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
    39
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Newton abbot
    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.
    17
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Griffin Benedict Ltd

    Torquay
    Straightforward advice on pensions, inheritance, retirement planning, life assurance and investments. I also specialise in Wills and Probate.
    10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Torquay
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
    64
    £100k+
    7.0
    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
  • Carterdawes IFA Solutions Ltd

    Bovey tracey
    16
    £50k+
    9.0
    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.