Top 20 Independent Financial Advisers in Ashwick

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  • Barry Platten - 2Plan Wealth Management

    Litton
    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
  • Blue Wealth

    High littleton
    We help you achieve financial independence. Chartered, Independent, Pension Transfer Gold Standard
    43
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Pilgrim Financial Planning Limited

    Wells
    We take pride in offering independent, and friendly advice. We like to listen and help you secure your financial future.
    < 10
    £100k+
    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.
    10
    £250k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Ditcheat
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    64
    £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+
    9.2
    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.
    24
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sword Wealth Management Ltd

    Frome
    After 14 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. I offer a high quality, customer driven service with open, honest advice. I live in Trowbridge with my wife and two young children. I enjoy running to keep fit and watching various sports but most of all I love spending quality time with my family. Please get in contact to arrange a free financial review.
    32
    £100k+
    9.2
    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.
    22
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Informed Choice (South West) Limited

    Corston
    10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Ascot Lloyd

    Kelston
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Synthesis Wealth Management

    Bath
    Our purpose is to help clients make intelligent money choices. We're independent and all our initial discovery meetings and analysis are without charge.
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AISA Retirement Planning

    Saltford
    We offer independent financial advice in areas such as Pensions and Investments. Specialist experience in tax efficient planning strategies such as Inheritance Tax and the sale of a business. Part of the award-winning AISA group, established in 1998.
    < 10
    £50k+
    7.2
    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.
    41
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield

    Bath
    We’re a team of independent financial planners based in the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    73
    £50k+
    9.4
    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 independent advice.
    91
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Bath
    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.
    21
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Bath
    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.
    20
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield Financial Services Limited

    Keynsham
    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.
    New adviser
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Beckford James LLP

    Bath
    We provide a structured approach to financial planning, giving clients confidence that they will achieve their financial goals.
    295
    £20k+
    8.0
    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.