Top 20 Independent Financial Advisers in Ashcott

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  • 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.
    40
    £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.
    22
    £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.
    New adviser
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hiren C. Patel - Alexander House Financial Planning Ltd

    Wedmore
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    14
    £50k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mike Rogers IFA - AFH Mangement

    Bridgwater
    We take care in identifying the customers overall requirements and pride ourselves on building long term relationships.
    63
    £20k+
    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+
    9.5
    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.
    67
    £0+
    7.0
    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
  • Heritage Independent Financial Consultancy Ltd.

    Wembdon
    A fully Independent Company putting the clients interest first and building close relationships on an ongoing professional basis.
    188
    £0+
    9.8
    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

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  • TFA Group-Stuart Mair

    Weare
    I am based in the West Midlands. Ensuring that if the worse happens to my clients, they have peace of mind that they have the right protection insurance policies in place. To provide security for them and their families should the worse happen to them.
    < 10
    £0+
    9.5
    Can help with Advice areas
    & specialisation
    Mortgages
  • SFL Wealth Management

    Berrow
    Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension working for you. You're under no obligation and the advice we can offer will make sure you and your pension are on the right track.
    10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Steven Sidhu Wealth Management ltd

    Kingston st mary
    I pride myself in considering all of my clients to be my friends, I will get to know you and your families to fully understand you and your financial needs.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • HHH Mortgages Limited

    Winscombe and sandford
    I believe that mortgages and insurance are about more than just money. I want to give you more value than the average mortgage broker, and I'm determined to give you the best service! I will work at times that suit you and your family,
    New adviser
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Insurance & protection
  • Sandringham Financial Partners

    Taunton
    Your money is precious, so let me help you make the most of it. At this difficult time, face to face meetings may not be what you want or need. I am able to provide advice on a remote basis using a combination of phone, email and video conferencing. Advice needs don't go away but can become more urgent so please do get in touch. We can discuss your need s and the best way to achieve them
    54
    £0+
    10.0
    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
    44
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • MHA Monahans Wealth Management

    Taunton
    Our Chartered status is a reflection of the quality of independent financial advice we provide.
    < 10
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Invest Southwest

    Taunton
    Multi award winning, we offer the best solutions from the entire market.
    100
    £20k+
    9.5
    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

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.