Top 10 Independent (IFAs) & Restricted Financial Advisers in Clyst St Lawrence

Find the best FCA regulated financial advisers in Clyst St Lawrence. Get expert help near you with pensions, investments, retirement planning and more

Hansford Bell Financial Planners

Sowton

FCA verified

Clients
helped

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

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.

Clients
helped

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

JBM Wealth

Stoke canon

FCA verified

Welcome to JBM Wealth Management. We offer a comprehensive independent wealth management & financial planning service for all your Investment, Pension, and estate planning needs.

Clients
helped

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Chartered Edge Financial Planning

Sowton

FCA verified

We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.

Clients
helped

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Prydis Wealth Limited

Exeter

FCA verified

We are Chartered Financial Planners with a passion to find the best solution for our clients.

Clients
helped

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Finsbridge Financial Planning

Sowton

FCA verified

We are a Chartered Financial Planning firm, providing independent financial planning, wills, trusts, mortgage, insurance and tax advice to private clients, trusts and small businesses. We are based at the Exeter Business Hub, Exeter St. David's Station.

Clients
helped

645

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

William Highbourne Wealth Management

Clyst st mary

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

692

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

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

268

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

JBM Wealth

Exeter

FCA verified

Welcome to JBM Wealth Management. We offer a comprehensive independent wealth management & financial planning service for all your Investment, Pension, and estate planning needs.

Clients
helped

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Alan Gledhill at Aitana Financial Services

Exeter

FCA verified

Our mission is to provide an exceptional financial planning service with a professional and compassionate approach.

Clients
helped

221

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.