Top 20 Independent Financial Advisers in Totnes

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    How it
    works?
    1

    Tell us what you’re looking for
    and then choose from a list of
    suitable advisers.

    2

    Have a free first meeting with the adviser
    to make certain of your choice.

    3

    Discuss the adviser’s services and
    fees before deciding whether to hire them.

    • Dart Financial Advice Dart Financial Advice

      Totnes

      Costs are one of the largest factors affecting investment returns. We offer high quality at lower cost.

      Costs are one of the largest factors affecting investment returns. We offer high quality at lower cost.
      < 10
      £50k+
      7.0
      Meet the team
      C
      Can help with Advice areas
      & specialisation
      Mortgages
      Can help with Advice areas
      & specialisation
      Mortgages
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £50k+
      7.0
      Meet the team
      C
      Can help with Advice areas
      & specialisation
      Mortgages
      Can help with Advice areas
      & specialisation
      Mortgages
    • Clarity Wealth Management LLP 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.

      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.
      21
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      21
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Goodmans Financial Planning Goodmans Financial Planning

      Totnes

      We are Chartered Financial Planners, providing independent, transparent advice and work only for the long term interests of our clients.

      We are Chartered Financial Planners, providing independent, transparent advice and work only for the long term interests of our clients.
      17
      £250k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      17
      £250k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Carterdawes IFA Solutions Ltd Carterdawes IFA Solutions Ltd

      Paignton

      16
      £50k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      16
      £50k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Clayden Associates Ltd Clayden Associates Ltd

      Buckfastleigh

      At Clayden Associates, we specialise in helping people like you to get the best out of their finances.

      At Clayden Associates, we specialise in helping people like you to get the best out of their finances.
      22
      £50k+
      9.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      22
      £50k+
      9.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Alexander House Financial Planning Ltd. Alexander House Financial Planning Ltd.

      Torquay

      Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.

      Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
      21
      £50k+
      7.0
      Meet the team
      +12
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      21
      £50k+
      7.0
      Meet the team
      +12
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Rochford Financial Services Rochford Financial Services

      Ashburton

      Fixed cost pension transfer offer. Top Rated VouchedFor adviser

      Fixed cost pension transfer offer. Top Rated VouchedFor adviser
      123
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      123
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Ripley Wales Financial Planning Ripley Wales Financial Planning

      Torquay

      RETIREMENT PLANNING IS EVERYTHING; INHERITANCE TAX PLANNING IS EVERYTHING ELSE

      RETIREMENT PLANNING IS EVERYTHING; INHERITANCE TAX PLANNING IS EVERYTHING ELSE
      < 10
      £250k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      < 10
      £250k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Lifetime IFA 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.

      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
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Quilter Financial Advisers - David Allen Quilter Financial Advisers - David Allen

      Torquay

      Financial planning expert qualified in Final Salary Pensions and Investments. Trusted advice: it's all about your needs.

      Financial planning expert qualified in Final Salary Pensions and Investments. Trusted advice: it's all about your needs.
      < 10
      £50k+
      9.0
      Meet the team
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      < 10
      £50k+
      9.0
      Meet the team
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

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    • Neligan Financial Ltd Neligan Financial Ltd

      Newton abbot

      Chartered, Certified Financial Planners; providing independent advice to people in Exeter, Sidmouth, Exmouth, Tiverton, Honiton, Seaton, Crediton & surrounding areas.

      Chartered, Certified Financial Planners; providing independent advice to people in Exeter, Sidmouth, Exmouth, Tiverton, Honiton, Seaton, Crediton & surrounding areas.
      41
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      41
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Chadwick Financial Management Chadwick Financial Management

      Dartmouth

      One of Vouched For UK Top Rated IFA 2019 Local Trusted Independent Financial Advice from an All Female Firm

      One of Vouched For UK Top Rated IFA 2019 Local Trusted Independent Financial Advice from an All Female Firm
      < 10
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Continuum Financial Services LLP 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'.

      'I am proud to have been helping my clients for over 20 years, providing uncomplicated, clear and meaningful independent advice'.
      51
      £20k+
      9.5
      Meet the team
      +1
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      51
      £20k+
      9.5
      Meet the team
      +1
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Pension Drawdown Company The Pension Drawdown Company

      Torquay

      Financial Planning and Investment Management to help you to achieve the future you want and deserve.

      Financial Planning and Investment Management to help you to achieve the future you want and deserve.
      22
      £0+
      9.2
      Meet the team
      J
      A
      R
      S
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      22
      £0+
      9.2
      Meet the team
      J
      A
      R
      S
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Abigail Stidworthy and Vanessa Taylor, Strategic Solutions, Chartered Financial Planners 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

      Strategic Solutions is honoured to have been awarded Moneyfacts Investment adviser of the year both in 2017 and 2015
      53
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      53
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Flying Colours Flying Colours

      East allington

      Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.

      Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
      38
      £50k+
      7.0
      Meet the team
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      38
      £50k+
      7.0
      Meet the team
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office 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.

      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.
      15
      £100k+
      9.8
      Meet the team
      S
      J
      T
      W
      A
      +6
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      15
      £100k+
      9.8
      Meet the team
      S
      J
      T
      W
      A
      +6
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Griffin Benedict Ltd Griffin Benedict Ltd

      Torquay

      Straightforward advice on pensions, inheritance, retirement planning, life assurance and investments. I also specialise in Wills and Probate.

      Straightforward advice on pensions, inheritance, retirement planning, life assurance and investments. I also specialise in Wills and Probate.
      10
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      10
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Flying Colours Flying Colours

      Torquay

      Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.

      Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
      63
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      63
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Navigation Financial Planning Limited 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.

      Friendly, professional independent financial advice from the whole of the market to secure and protect your financial health and future.
      20
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      20
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      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.