Top 20 Independent Financial Advisers in Langport

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  • 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
  • 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
  • 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
  • MHA Monahans Wealth Management

    Glastonbury
    Our Chartered status is a reflection of the quality of independent financial advice we provide.
    26
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Crystal Wealth Management

    Glastonbury
    Optimising your pension so that you can afford your best retirement
    30
    £0+
    9.1
    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
  • Mike Rogers IFA - AFH Mangement

    Bridgwater
    We take care in identifying the customers overall requirements and pride ourselves on building long term relationships.
    71
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Yeovil
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9323
    £50k+
    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+
    7.1
    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
    47
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement

    All you need to
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  • 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
  • The Private Office

    Yeovil
    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.
    12548
    £100k+
    9.3
    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.
    68
    £0+
    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.
    11
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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
    66
    £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
  • 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
  • Invest Southwest

    Taunton
    Multi award winning, we offer the best solutions from the entire market.
    108
    £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
  • 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+
    7.1
    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.