Top 20 Independent Financial Advisers in Somerset

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  • Albert Goodman Chartered Financial Planners

    North petherton
    Our philosophy is simple. We aim to contribute most to our clients’ success
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rossiter Wealth Management Ltd.

    Bridgwater
    My financial advice is never delivered using baffling, technical jargon. Instead, financial planning should always be delivered in a straightforward, clear, and understandable way, enabling the client to make an informed choice with absolutely no pressure
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Invest South West

    Bridgwater
    We offer face to face whole of market Independent Financial Advice. We offer Advice for Life to help you through
    < 10
    £0+
    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.
    64
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Avalon Financial Services Ltd

    Bridgwater
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Nexus Financial Planning

    Bridgwater
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Nexus IFA Ltd

    Bridgwater
    Independent Financial Advisers & Mortgage Brokers providing financial planning advice to individuals and businesses across the UK. <url hidden>
    13
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chartered Financial Management (UK) Ltd

    Bridgwater
    Our core business aim is to provide our clients with valued financial ‘advice for life’.
    10
    £100k+
    9.0
    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.
    188
    £0+
    9.7
    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.
    New adviser
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Steven Sidhu Wealth Management ltd

    Kingston st mary
    I pride myself in considering all of my clients to be my friends, I will get to know you and your families to fully understand you and your financial needs.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Milsted Langdon Financial Services

    Taunton
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Investments
  • A C Mole Financial Services

    Taunton
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Financial planning
  • Worldwide Financial Planning Ltd

    Cannington
    Trustworthy, knowledgeable, reliable, accessible, honest, excellent. Faultless. You can’t improve, and shouldn’t try! A huge thanks to you all.
    < 10
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Western Financial Planning Ltd

    Taunton
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sandringham Financial Partners Ltd

    Taunton
    We will work with you to minimise risk, costs and tax whilst helping you to achieve your financial goals.
    < 10
    £0+
    7.0
    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
    54
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sandringham Financial Partners

    Taunton
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Financial planning
  • 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
  • Keyte Chartered Financial Planners

    Taunton
    We help clients achieve financial freedom through award winning financial planning and below market annual investment charges.
    < 10
    £0+
    10.0
    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.