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

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  • James & Associates Financial Services Ltd

    Minehead
    FCA verified
    James & Associates Financial Services Ltd is an innovative practice of like-minded individuals who provide high quality, independent financial advice. We are committed to our clients and are keen to be judged on the value we deliver.
    < 10
    ยฃ0+
    Can help with
    Pensions & retirement
  • CarterDawes IFA Solutions

    Exeter
    FCA verified
    Helping you plan for your financial future and make those important decisions in life with a holistic approach. I offer bespoke financial advice, believing one size doesn't fit all.
    14
    ยฃ0+
    Can help with
    Pensions & retirement
  • 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.
    346
    ยฃ50k+
    Can help with
    Pensions & retirement
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  • Fairstone Group

    Cranbrook
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10087
    ยฃ0+
    Can help with
    Pensions & retirement
  • Leagold Miller

    Plymouth
    FCA verified
    โ€œAs trusted advisers to our clients for over 100 years, our ethos and level of client service continues today. At Leagold Miller our advisers look to provide you with Independent whole of market advice across all areas of your financial planning journey (Retirement Planning, Investment Planning and Protecting your family). We understand that the world of financial planning can be a difficult journey for many people, which is why our professional advisers will always go the extra mile to help educate you on your financial planning matters. We pride ourselves on holding your hand along your journey.โ€
    74
    ยฃ50k+
    Can help with
    Pensions & retirement
  • Carterdawes IFA Solutions Ltd

    Plymouth
    FCA verified
    276
    ยฃ50k+
    Can help with
    Pensions & retirement
  • The Private Office

    Upton pyne
    FCA verified
    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. Weโ€™re here to support you.
    26321
    ยฃ100k+
    Can help with
    Pensions & retirement
  • AAF Financial Ltd

    Torquay
    FCA verified
    AAF Financial Ltd are experts in financial planning, investment management, retirement planning, inheritance tax planning, general tax planning and wealth management. Offices in London, Devon and West Sussex.
    104
    ยฃ0+
    Can help with
    Pensions & retirement
  • Clarity Wealth Management

    Plymouth
    FCA verified
    Offering Clarity in a time when there is anything but. Fully independent financial advice specialising in pensions and investments
    26
    ยฃ100k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Newton abbot
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10087
    ยฃ0+
    Can help with
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of lifeโ€™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 thereโ€™s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.