Top 20 Independent Financial Advisers in Westbury

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  • 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
  • J Edward Sellars & Partners Ltd

    Wedmore
    142
    £0+
    7.0
    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
  • 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
  • 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
  • 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.
    13
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • 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
  • 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.
    5457
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Blue Wealth

    High littleton
    Chartered financial planners, independent, experts in pensions, investments and financial planning.
    58
    £250k+
    9.3
    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

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  • Hartsfield Financial Services Limited

    Yatton
    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.
    55
    £100k+
    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.
    12494
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Town Close Financial Planning Limited

    Backwell
    Boring but effective. Truthful, helpful and kind.
    49
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Backwell
    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.
    11021
    £100k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chapelwood Financial Planning Ltd

    Weston super mare
    Our prime focus is to clearly identify your needs, and genuinely get you financial results that you couldn't achieve on your own. We build lasting relationships with our clients and offer personal, no-jargon advice on the best financial products for you.
    10
    £50k+
    7.0
    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
    £250k+
    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.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield Financial Services Ltd

    Radstock
    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.
    49
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Digby Associates - Positive Solutions Limited

    Long ashton
    Digby Associates specialise in providing bespoke financial advice and services to clients on investments, mortgages, retirement, as well as other financial matters.
    115
    £0+
    8.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Greg Charlton - True Potential Wealth Management

    Weston super mare
    I have over 15 years experience within the financial services industry, putting my clients ambitions and needs at the core of my advice. If you want clear, concise, straight-forward financial expertise and a guiding hand, please do get in touch.
    81
    £100k+
    9.8
    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.