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Top 10 Independent (IFAs) & Restricted Financial Advisers in Babcary

Find the best FCA regulated financial advisers in Babcary. Get expert help near you with pensions, investments, retirement planning and more
Babcary, South Somerset, Somerset, South West England
The Private Office

The Private Office

Warrington
FCA verified
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
38102
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Douglas Steers & Company

Douglas Steers & Company

Weybread
FCA verified
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
9686
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Saltus Partners LLP

Saltus Partners LLP

Otford
FCA verified
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
965
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Evelyn Partners

Evelyn Partners

Bristol
FCA verified
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
740
Minimum
wealth
£500k+
Can help with
Pensions & retirement
McPherson Wealth Ltd

McPherson Wealth Ltd

Glasgow
FCA verified
We’re qualified and experienced in financial planning, advising on a range of carefully selected products from Prudential and other carefully selected providers. This is known as a restriced advice service.
Clients
helped
138
Minimum
wealth
£0+
Can help with
Pensions & retirement
TheWealthPoint

TheWealthPoint

Saddleworth
FCA verified
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
2850
Minimum
wealth
£250k+
Can help with
Pensions & retirement
McCarthy Wealth Management

McCarthy Wealth Management

Roath
FCA verified
I put my client's financial goals at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
Clients
helped
429
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Saltus Partners LLP

Saltus Partners LLP

New malden
FCA verified
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
965
Minimum
wealth
£250k+
Can help with
Pensions & retirement
River Birch Newman

River Birch Newman

Horwich
FCA verified
River Birch Newman is not just an advisory firm, we’re your trusted partners on your financial journey.
Clients
helped
< 10
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Saltus Partners LLP

Saltus Partners LLP

Thames ditton
FCA verified
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
965
Minimum
wealth
£250k+
Can help with
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.

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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.