Top 20 Independent Financial Advisers in Croscombe

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  • Lisa Anderson at Continuum

    Croscombe
    Our Mission is to bring to our clients a lifetime financial planning experience, where the advice is uncomplicated, clear and at all times meaningful.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Shepton mallet
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5066
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Old Mill

    Wells
    Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them.
    New adviser
    £250k+
    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
  • 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
  • Digby Associates - Positive Solutions Limited

    Street
    Digby Associates specialise in providing bespoke financial advice and services to clients on investments, mortgages, retirement, as well as other financial matters.
    109
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Blue Wealth

    High littleton
    Chartered financial planners, independent, experts in pensions, investments and financial planning.
    New adviser
    £250k+
    9.0
    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.
    11328
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alan Gledhill at Aitana Financial Services

    Street
    Our mission is to provide an exceptional financial planning service with a professional and compassionate approach.
    20
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • J Edward Sellars & Partners Ltd

    Wedmore
    New adviser
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Fiveways Financial Planning Ltd

    Burrington
    Your Future. Your Way. It is your goals in life that should, we believe, form the core of your financial future plan.
    < 10
    £0+
    7.0
    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.
    New adviser
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lisa Anderson at Continuum

    Frome
    Our Mission is to bring to our clients a lifetime financial planning experience, where the advice is uncomplicated, clear and at all times meaningful.
    New adviser
    £0+
    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.
    20
    £0+
    9.1
    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.
    27
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Westview Financial Services Ltd

    Marksbury
    Whether you're looking for a mortgage, protection or a full wealth management strategy, we can advise across the whole market.
    52
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sword Wealth Management Ltd

    Frome
    After years working in the I have an in depth knowledge of investment management, retirement planning, protection products and tax planning, to make the most of your wealth today and provide security for the future.
    67
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Frome
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8613
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Frome
    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.
    11328
    £100k+
    9.4
    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.
    New adviser
    £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.