Top 10 Independent (IFAs) & Restricted Financial Advisers in Chardstock
Find the best FCA regulated financial advisers in Chardstock. Get expert help near you with pensions, investments, retirement planning and more
Evelyn Partners
Chard town
FCA verified
"Are you powered by ‘Good Advice’?
At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
helped
741
Minimum
wealth
wealth
£500k+
Can help with
Pensions & retirement
The Private Office
Chard town
FCA verified
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
helped
38122
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
William Highbourne Wealth Management
Axminster
FCA verified
We believe that the right approach to money is unique to you, enabling your life choices and ensuring wealth provides you with a life lived to the full. You may have decades of financial experience, or be new to asset management, we listen, we advise.
Clients
helped
helped
692
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
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Aitana Wealth
Axminster
FCA verified
Our goal is to provide you with qualified, expert advice. Helping you build, manage, and protect your wealth in line with your financial goals. Ensuring the process is clear, structured, and as straightforward as possible.
Clients
helped
helped
Recently added
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
Hymans Robertson Personal Wealth
Beaminster
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.
Clients
helped
helped
183
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Abacus Associates Financial Services
Awliscombe
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.
Clients
helped
helped
268
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Eight Financial Advice
Beaminster
FCA verified
Eight Financial Advice has been providing advice for over 20 years as a partner practice of St. James’s Place. We provide broad-based advice, mainly to directors, professionals and retirees, helping them with practical financial planning solutions.
Clients
helped
helped
263
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Alan Gledhill at Aitana Financial Services
Beaminster
FCA verified
Our mission is to provide an exceptional financial planning service with a professional and compassionate approach.
Clients
helped
helped
221
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
Evelyn Partners
Beaminster
FCA verified
"Are you powered by ‘Good Advice’?
At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
helped
741
Minimum
wealth
wealth
£500k+
Can help with
Pensions & retirement
OSL Wealth Management
Bridport
FCA verified
Introducing Sally Bradshaw: Expert in Wealth Management
With over two decades of experience as a Senior Financial Planning Manager at Lloyds Bank within their esteemed Private Banking division,
Clients
helped
helped
< 10
Minimum
wealth
wealth
£250k+
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.