Top 20 Independent Financial Advisers in Somerset

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  • Meridian Financial Services

    Frome
    Our goal is to deliver high quality advice to both personal and commercial clients.
    29
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Group

    Huish episcopi
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6933
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Heritage Independent Financial Consultancy Ltd.

    Taunton
    A fully Independent Company putting the clients interest first and building close relationships on an ongoing professional basis. Pension consolidation and drawdown specialists.
    294
    £50k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Adrian Rooney, IFA at Invest Southwest

    Exeter
    30+ year's experience of providing expert financial advice; professional, friendly, understandable, reliable and knowledgeable. Service levels second to none.
    21
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Yeovil
    I am passionate about my work and I care about my clients. I have over 25 years experience providing financial advice on pensions, investments, long term care and lifetime mortgages
    56
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Yeovil
    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.
    16697
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • AFH Wealth Management LTD

    West monkton
    The UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
    206
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sandringham Financial Partners

    Yeovil
    Your money is precious, so let me help you make the most of it.
    89
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chetwood Wealth Management Ltd

    Wellington
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Six Q Financial Planning Limited

    Westonzoyland
    Six Q Financial Planning provides independent financial planning and advice. Our purpose is to help you identify and achieve your aims and objectives.
    25
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield Financial Services Ltd

    Wells
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    154
    £150k+
    9.0
    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
  • Sandringham Financial Partners

    Long load
    Your money is precious, so let me help you make the most of it.
    89
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield Financial Services Limited

    Glastonbury
    We’re a team of independent financial planners based in Bristol. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    200
    £150k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • TFA Group-Stuart Mair

    Weare
    I provide Peace of Mind and Reassurance to my clients. Ensuring that if the worse happens to them they have the right protection insurance policies in place. To provide security for them their families and businesses, should the worse happen to them.
    20
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • New Equilibrium

    Yeovil
    Our initial chat is free; there is no rush and trust should be established first. Local, independent and with 12 years of experience I am happy to travel to you to conduct relaxed and holistic financial planning.
    26
    £50k+
    10.0
    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
  • Hartsfield Financial Services Ltd

    Evercreech
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    154
    £150k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lisa Anderson at Continuum

    Frome
    I am dedicated to achieving successful outcomes for my clients. My mission is to bring a lifetime financial planning experience, where the advice is uncomplicated, clear and at all times meaningful.
    16
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Group

    Frome
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6933
    £0+
    9.1
    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.