Top 20 Independent Financial Advisers in Somerset

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  • Heritage Independent Financial Consultancy Ltd.

    Bridgwater
    Whilst financial analysis and management can be complex (it's the bit you pay us for), the communication should not be.
    75
    £20k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Barry Platten - 2Plan Wealth Management

    Frome
    Fully Independent Financial Adviser, giving friendly no pressure advice on all your financial planning needs.
    < 10
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bloomfield & Associates Ltd

    Wincanton
    We help our clients to grow their wealth, protect it and enjoy it. In a complex and opaque financial world, we offer clear face-to-face advice to individuals, trustees and businesses.
    40
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mike Rogers IFA - AFH Management

    Yeovil
    We take care in identifying the customers overall requirements and pride ourselves on building long term relationships.
    67
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Oakfield Lee Financial Planning

    Bathampton
    Creating Financial Security, Happiness and Wealth for you and your family.
    New adviser
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • MHA Monahans Wealth Management

    Glastonbury
    Our Chartered status is a reflection of the quality of independent financial advice we provide.
    26
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Continuum (Financial Services) LLP

    Portishead
    As a Continuum client you can expect unbiased & independent financial advice from a fully qualified financial adviser.
    25
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Nailsea
    With you every step of the way. Independent Advice for Companies and Individuals
    55
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Perennial Wealth

    Bath
    Truly independent financial advice tailored to your needs.
    14
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Old Mill

    Yeovil
    Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them.
    11
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • TFA Group-Stuart Mair

    Weare
    I am based in the West Midlands. Ensuring that if the worse happens to my clients, they have peace of mind that they have the right protection insurance policies in place. To provide security for them and their families should the worse happen to them.
    12
    £0+
    9.5
    Can help with Advice areas
    & specialisation
    Mortgages
  • Barry Platten - 2Plan Wealth Management

    Midsomer norton
    Fully Independent Financial Adviser, giving friendly no pressure advice on all your financial planning needs.
    < 10
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Heritage Independent Financial Consultancy Ltd.

    Wembdon
    A fully Independent Company putting the clients interest first and building close relationships on an ongoing professional basis.
    232
    £0+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Beaufort Financial Plus Ltd

    Wick st lawrence
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value.
    74
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Bath
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8888
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Washington Square

    Frome
    We offer friendly, contemporary, Independent Financial Advice with good old-fashioned personal service. Our aim is to help you to "Invest In Your Values" with a view to using your finances responsibly and sustainably.
    24
    £0+
    8.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Meridian Financial Services

    Frome
    Our goal is to deliver high quality advice to both personal and commercial clients.
    28
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Westfield
    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.
    11760
    £100k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ascot Lloyd

    Portishead
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    443
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management - Somerset

    Taunton
    Within everything we do the customer comes first and we pride ourselves on making a difference to someone's life.
    52
    £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?

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.