Top 20 Independent Financial Advisers in Staple Fitzpaine

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  • 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
    65
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mike Rogers IFA - AFH Management

    Taunton
    We take care in identifying the customers overall requirements and pride ourselves on building long term relationships.
    98
    £0+
    7.0
    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
  • 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
    £0+
    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.
    107
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Heritage Independent Financial Consultancy Ltd.

    Taunton
    A fully Independent Company putting the clients interest first and building close relationships on an ongoing professional basis.
    241
    £0+
    9.6
    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
  • The Private Office

    Chard town
    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+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lifetime IFA

    Upottery
    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
  • Chetwood Wealth Management Ltd

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

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  • 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
  • Mike Rogers IFA - AFH Mangement

    Bridgwater
    We take care in identifying the customers overall requirements and pride ourselves on building long term relationships.
    70
    £0+
    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.
    241
    £0+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Heritage Independent Financial Consultancy Ltd.

    Bridgwater
    Whilst financial analysis and management can be complex (it's the bit you pay us for), the communication should not be.
    77
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • CarterDawes IFA

    Honiton
    We Offer fully bespoke financial advice, without the added cost of discretionary management or model portfolios. We build a investment solution tailored to you taking into account any exclusions of ethical mandates you may have.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carter Dawes

    Honiton
    I am Devon born and bred and have clients covering large areas of Devon & Somerset, although living in Exmouth most of my clients are East Devon based. I am happy to travel to you and have a relaxed approach to holistic financial planning.
    35
    £0+
    7.0
    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.
    73
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bright Future Financial

    Lyme regis
    Independent Financial Adviser and Chartered Financial Planner offering wealth management, investments, pensions and retirement planning advice and estate planning services.
    29
    £250k+
    9.0
    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
  • Blue Fox Wealth

    Yeovil
    We provide bespoke financial planning where clients are at the heart of what we do. We pride ourselves on our friendly and approachable service, dealing with what can be complicated matters in a straight forward, no nonsense manner at a sensible cost.
    < 10
    £0+
    9.0
    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.