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

Find the best FCA regulated financial advisers in Devon. Get expert help near you with pensions, investments, retirement planning and more.
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  • Abacus Associates Financial Services

    Lustleigh
    FCA verified
    Providing experienced financial advice - friendly, ethical, knowledgeable and professional. Abacus Associates can look after all your financial needs. Our ethos is founded on traditional values – honour, vigilance and dependability.
    257
    £100k+
    Can help with
    Pensions & retirement

  • Continuum - Ian O'Dowd

    Plymouth
    FCA verified
    A conscientious Independent Financial Adviser who puts his clients needs at the heart of everything he does. Ian believes that great advice starts with fully understanding your present and future objectives and circumstances.
    83
    £0+
    Can help with
    Pensions & retirement

  • Oliver Ibrahim at Prydis Wealth

    Broad clyst
    FCA verified
    Prydis is a trusted company with a unique approach. We are dedicated to giving you the clarity and insight you need to maximise the performance of your wealth. Providing tailored, straightforward advice when you need it.
    83
    £0+
    Can help with
    Pensions & retirement
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  • Heritage Independent Financial Consultancy Ltd.

    Taunton
    FCA verified
    A fully Independent Company putting the clients interest first and building close relationships on an ongoing professional basis. Pension consolidation and drawdown specialists. Advising clients for 24 years .
    377
    £50k+
    Can help with
    Pensions & retirement

  • McCarthy Wealth Management

    Wellington
    FCA verified
    I put my client's financial goals at the heart of my business, giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
    413
    £150k+
    Can help with
    Pensions & retirement

  • Alan Gledhill at Aitana Financial Services

    Bridgwater
    FCA verified
    Our mission is to provide an exceptional financial planning service with a professional and compassionate approach.
    217
    £0+
    Can help with
    Pensions & retirement

  • Abacus Associates Financial Services

    Belstone
    FCA verified
    Providing experienced financial advice - friendly, ethical, knowledgeable and professional. Abacus Associates can look after all your financial needs. Our ethos is founded on traditional values – honour, vigilance and dependability.
    257
    £100k+
    Can help with
    Pensions & retirement

  • Nilaj Odedra at St James's Place

    Exeter
    FCA verified
    As a trusted Financial Adviser and Partner of St. James’s Place, the UK’s largest wealth management company, my role is to listen, understand what you’d like to achieve, and then help build and construct a professional, tailored and robust plan.
    72
    £50k+
    Can help with
    Pensions & retirement

  • Hymans Robertson Personal Wealth

    Marhamchurch
    FCA verified
    Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
    183
    £100k+
    Can help with
    Pensions & retirement

  • Abacus Associates Financial Services

    Exeter
    FCA verified
    Providing experienced financial advice - friendly, ethical, knowledgeable and professional. Abacus Associates can look after all your financial needs. Our ethos is founded on traditional values – honour, vigilance and dependability.
    257
    £100k+
    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.

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.