Top 20 Independent Financial Advisers in Lamyatt

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  • 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.
    43
    £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.
    5472
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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
  • Old Mill

    Wells
    Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them.
    11
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Crystal Wealth Management

    Glastonbury
    Optimising your pension so that you can afford your best retirement
    30
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Your Financial Planning Ltd

    Milborne port
    Helping you take control through understanding, protecting and growing what you have for you, your family and your future.
    12
    £250k+
    9.0
    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
  • True Potential Wealth Management LLP

    Frome
    We are financially secure with >£17.6bn assets under management. Our aim is to help clients to understand and plan a financial future. We simplify the complex and I have never had a complaint or a client go into the FSCS.
    111
    £50k+
    9.0
    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.
    10
    £0+
    7.0
    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.
    9307
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • 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.
    12525
    £100k+
    9.5
    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.
    29
    £0+
    8.2
    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+
    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.
    115
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Continuum (Financial Services) LLP

    Midsomer norton
    After working with me you will feel more confident, more in control and more focused when it comes to planning your future. Working together we will develop your own financial route map and empower you with the tools to make your journey a success.
    47
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Strategic Solutions Chartered Financial Planners

    Sherborne
    James Oliver - Independent Financial Adviser
    67
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Sherborne
    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
    47
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield

    Sherborne
    Helping you achieve financial wellbeing and peace of mind - in a friendly, approachable way.
    86
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chewton Financial Planning

    Chewton mendip
    I enjoy the 1 to 1 involvement of working and engaging with individuals at a level they feel comfortable with.
    12
    £50k+
    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.
    12525
    £100k+
    9.5
    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.