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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
Liora Wealth

Liora Wealth

Cambridge
Initial consultation free
FCA verified
Independent
I am an IFA and Chartered Financial Planner with 20 years experience. I focus on you and your life’s goals, making sure your finances are organised and structured in the most effective way
Clients
helped
61
Minimum
wealth
£150k+
Meet the team
Rebecca Lucas
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
The Private Office

The Private Office

Lymington and pennington
Initial consultation free
FCA verified
Independent
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
39015
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Brougham
Initial consultation free
FCA verified
Independent
Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
Clients
helped
3467
Minimum
wealth
£50k+
Meet the team
Darren Jones
Jim Williams
D
R
J
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
The Private Office

The Private Office

London
Initial consultation free
FCA verified
Independent
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
39015
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Harmony Wealth Management LTD

Harmony Wealth Management LTD

Heywood
Initial consultation free
FCA verified
Independent
The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim, as a Chartered Financial Planner, is to pave the way for a more secure financial future for you and your family.
Clients
helped
372
Minimum
wealth
£100k+
Meet the team
Neil Smith Dip PFS
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Bainbridge Financial Planning Limited

Bainbridge Financial Planning Limited

Hythe
Initial consultation free
FCA verified
Restricted
I am proud to be a partner of M&G Wealth Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.
Clients
helped
35
Minimum
wealth
£0+
Meet the team
A
Can help with
Pensions & retirement
Georgetown Wealth Management LLP

Georgetown Wealth Management LLP

Glasgow
Initial consultation free
FCA verified
Independent
Professional, trustworthy independent financial advice based in Glasgow and London.
Clients
helped
199
Minimum
wealth
£100k+
Meet the team
Molly Angell
Paul Angell
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Price Ferguson (Esher) Limited

Price Ferguson (Esher) Limited

Richmond
Initial consultation free
FCA verified
Independent
We are FCA-regulated independent financial advisers with deep expertise and experience of financial planning, investments and tax efficiency.
Clients
helped
72
Minimum
wealth
£250k+
Meet the team
Mark Williams
Angus Nodder
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Flying Colours Advice

Flying Colours Advice

Birmingham
Initial consultation free
FCA verified
Independent
Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped
20011
Minimum
wealth
£250k+
Meet the team
George Tuck
Maxine Clarke
Liviu Ratoi
David Lemar
Carl Williams
+14
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Live Your Life Financial Planning

Live Your Life Financial Planning

London
Initial consultation free
FCA verified
Restricted
We provide broad based advice mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
26
Minimum
wealth
£50k+
Meet the team
Austin Walker
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers in Babcary