Top 20 Independent Financial Advisers in Exmoor

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  • Curtis Netherway Financial Services Ltd

    Barnstaple
    Retirement planning expert, offering truly independent financial advice, as a pension transfer specialist, through his friendly and professional service.
    40
    £150k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Philip J Milton & Company Plc

    Barnstaple
    Established in 1985, the Company specialises in all aspects of financial planning advice.
    63
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carterdawes IFA Solutions Ltd

    Barnstaple
    174
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Barnstaple
    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.
    12559
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • James & Associates Financial Services Ltd

    Minehead
    James & Associates is an innovative practice of like-minded individuals who provide high quality, independent financial advice. We are committed to our clients and are keen to be judged on the value we deliver.
    < 10
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management - Minehead

    Minehead
    Within everything we do the customer comes first and we pride ourselves on making a difference to someone's life.
    17
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management - North Devon

    Fremington
    Within everything we do the customer comes first and we pride ourselves on making a difference to someone's life.
    103
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Adam McCarthy at True Potential Wealth Management

    Fremington
    I put my clients interests and financial goals absolutely at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    107
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lifetime IFA

    Tiverton
    Independent financial advisers providing advice for all personal finance objectives including Pensions, Investments & Inheritance Tax. We aim to help all our clients achieve their financial goals by delivering honest, realistic and expert advice.
    44
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mike Rogers IFA - AFH Management

    Tiverton
    We take care in identifying the customers overall requirements and pride ourselves on building long term relationships.
    38
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Westward Financial Management Limited

    Tiverton
    We are committed to delivering a personal advice and review service ensuring impartiality, confidence and trust.
    16
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Generation Wealth Ltd

    Tiverton
    A family firm, we provide independent financial advice within a highly personalised service.
    50
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carterdawes IFA Solutions Ltd

    Bideford
    174
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Gilbert Stephens Financial Services Ltd

    Crediton
    We have three qualified IFAs who between them have extensive experience in advising on all aspects of personal financial planning.
    13
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chetwood Wealth Management Ltd

    Wellington
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Savvy Wealth Management

    Rhoose
    We are a team of award winning financial planners providing good honest advice.
    202
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • WPS Wealth

    Cowbridge and llanblethian
    Helping you with every aspect of your financial planning by putting plans in place to help you grow and protect your wealth.
    18
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sterling Welsh

    Cowbridge and llanblethian
    If you find personal finances difficult to understand or just don't have the time I'd love to help you. There are no pin-striped suits here, and nobody's called Tarquin. We don't like stuffy financial advisers either! I will explain everything in plain English, which means that you can make the right decisions about your finances and your future. I have been listed in the "Sunday Times Top Rated IFA" list for two-years' running. So, you can be assured that you will be looked after. If you are worried about your investment as a result of the recent down-turn and would like a free review of that investment, let me have a look at it for you. I can do a video meeting so you don't need to come into the office.
    31
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wealthmasters Financial Management Ltd

    Coychurch lower
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wealthmasters Financial Management Ltd

    Coychurch lower
    Tony Thomas is a Chartered Financial Planner and part of a team of professional Independent Financial Advisers specialising in Pensions and Retirement & Investments and Wealth Management. We are holders the Gold Standard Pension Transfer Award by the Personal Finance Society. The team has 100+ combined years of expertise in managing people’s Retirement and Wealth Management Needs
    101
    £100k+
    10.0
    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.