Top 20 Independent Financial Advisers in Exeter

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  • Adrian Rooney, IFA at Invest Southwest

    Exeter
    30+ year's experience of providing expert financial advice; professional, friendly, understandable, reliable and knowledgeable. Service levels second to none.
    21
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Simon Austin Chartered Financial Planner

    Exeter
    Effective planning for your future is the only way to ensure that your personal and business goals are achieved. I offer truly personalised financial planning, from basic reviews to more complex appraisals.
    13
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Exeter
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot
    < 10
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Seabrook Clark Ltd

    Exeter
    As Chartered Financial Planners, we specialise in pensions and income drawdown, investing for income, tax mitigation and estate planning.
    16
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carterdawes IFA Solutions Ltd

    Exeter
    Shane Cox is an experienced Chartered Financial Planner providing unbiased and affordable advice across Exeter and the South West.
    27
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Pension Drawdown Company

    Exeter
    Financial Planning and Investment Management to help you to achieve the future you want and deserve.
    17
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Exeter
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    37
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cathedral Financial Management Limited

    Exeter
    Privately owned and independently run, we provide highly qualified and unbiased financial advice for private and corporate clients.
    < 10
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Prydis Wealth Limited

    Exeter
    We are Chartered Financial Planners with a passion to find the best solution for our clients.
    48
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Inter-Uk Financial Services Limited

    Exeter
    45
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Adam McCarthy at True Potential Wealth Management

    Exeter
    I put my clients interests and financial goals absolutely at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    < 10
    £50k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bryan J Hollingsworth, ACII DipPFS CeMAP, chartered financial planner

    Exeter
    Impartial and professional advice for personal and business clients, to meet a particular need or provide an overall financial strategy.
    98
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Old Mill

    Exeter
    Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them.
    < 10
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tilney

    Exeter
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Gilbert Stephens Financial Services Ltd

    Exeter
    We have three qualified IFAs who between them have extensive experience in advising on all aspects of personal financial planning.
    11
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Heaton Financial Independent Financial Advisers Ltd

    Exeter
    We are experienced professionals committed to providing unbiased and affordable financial advice.
    77
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Navigation Financial Planning Limited

    Exeter
    Friendly, professional independent financial advice from the whole of the market to secure and protect your financial health and future.
    17
    £50k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cherry May Financial Planning Ltd

    Exeter
    We provide expert independent financial advice for individuals and their families across a wide range of financial matters.
    37
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Goodmans Financial Planning

    Exeter
    We are Chartered Financial Planners, providing independent and transparent advice, working only for the long term interests of our clients.
    14
    £250k+
    9.5
    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.