Top 20 Independent Financial Advisers in Abbas And Templecombe

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  • Your Financial Planning Ltd

    Milborne port
    Helping you take control through understanding, protecting and growing what you have for you, your family and your future.
    12
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bloomfield & Associates Ltd

    Wincanton
    We help our clients to grow their wealth, protect it and enjoy it. In a complex and opaque financial world, we offer clear face-to-face advice to individuals, trustees and businesses.
    34
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Strategic Solutions Chartered Financial Planners

    Sherborne
    James Oliver - Independent Financial Adviser
    61
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH wealth management

    Sherborne
    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
    16
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield

    Sherborne
    Helping you achieve financial wellbeing and peace of mind - in a friendly, approachable way.
    75
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Michelle Lambell - The Minster Partnership

    Shaftesbury
    Experienced Chartered Financial Planner with a demonstrated history of working with pensions and investments, with an emphasis on providing advice to women.
    11
    £50k+
    9.0
    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
  • Mike Rogers IFA - AFH Management

    Yeovil
    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

    Yeovil
    Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them.
    25
    £250k+
    9.5
    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

    All you need to
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  • James Nicholas at Advanta Wealth

    Yeovil
    Wealth that works as hard as it is earned.
    New adviser
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • GFP UK

    Bryanston
    We provide a wide range of professional financial advice and mortgage services to meet your individual needs. We offer our clients the very best level of service by tailoring all of our packages to our client's specific needs.
    11
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hanlon Kneller & Associates

    Blandford forum
    We offer independent investment advice on existing pensions and investments. We live and work in the local area. If you wish to look at our website the address is <url hidden>
    40
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • M & N Insurance & Financial Services Limited

    Blandford forum
    I am passionate about having meaningful and relevant discussions to better understand a client’s needs or objectives so that we can establish a financial plan together.
    21
    £50k+
    10.0
    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.
    67
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Blue Fox Wealth

    East chinnock
    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.
    New adviser
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Barry Platten - 2Plan Wealth Management

    Frome
    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
  • 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
  • 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
  • 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

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.