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

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  • Gareth Shackler, Quilter Financial Advisers

    Exeter
    FCA verified
    I have more than 14 Years’ experience in the Finance industry, with a focus on providing an exceptional Financial Planning experience to clients. I provide friendly, tailored financial advice, in a clear and easy to understand way.
    38
    £0+
    Can help with
    Pensions & retirement
  • The Fry Group

    Exeter
    FCA verified
    < 10
    £100k+
    Can help with
    Pensions & retirement
  • Bright Future Financial

    Exeter
    FCA verified
    Independent Financial Adviser and Chartered Financial Planner offering wealth management, investments, pensions and retirement planning advice and estate planning services.
    < 10
    £100k+
    Can help with
    Pensions & retirement
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  • New Equilibrium

    Exeter
    FCA verified
    Our initial chat is free; there is no rush and trust should be established first. Local, independent and with 12 years of experience I am happy to travel to you to conduct relaxed and holistic financial planning.
    66
    £50k+
    Can help with
    Pensions & retirement
  • Strategic Solutions Financial Services

    Exeter
    FCA verified
    Friendly, Professional, Independent financial advice from local award winning people you can trust.
    22
    £100k+
    Can help with
    Pensions & retirement
  • Carterdawes IFA Solutions Ltd

    Exeter
    FCA verified
    Shane Cox is an experienced Chartered Financial Planner providing unbiased advice across Exeter and the South West.
    31
    £250k+
    Can help with
    Pensions & retirement
  • Advice Rooms

    Exeter
    FCA verified
    Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
    182
    £0+
    Can help with
    Pensions & retirement
  • Prydis Wealth Limited

    Exeter
    FCA verified
    We are Chartered Financial Planners with a passion to find the best solution for our clients.
    50
    £100k+
    Can help with
    Pensions & retirement
  • Premier Financial Planning

    Exeter
    FCA verified
    Free initial consultations to help you understand your options. Evening and Weekend appointments are also available.
    < 10
    £50k+
    Can help with
    Pensions & retirement
  • Prydis

    Exeter
    FCA verified
    When you’ve invested time and energy into growing your wealth, managing your assets and finances smartly is critical. Prydis are dedicated to giving you the clarity and insight you need to maximise the performance of your wealth.
    Recently added
    £0+
    Can help with
    Financial planning

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.