Top 20 Independent Financial Advisers in Honiton

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  • CarterDawes IFA

    Honiton
    We Offer fully bespoke financial advice, without the added cost of discretionary management or model portfolios. We build a investment solution tailored to you taking into account any exclusions of ethical mandates you may have.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carter Dawes

    Honiton
    I am Devon born and bred and have clients covering large areas of Devon & Somerset, although living in Exmouth most of my clients are East Devon based. I am happy to travel to you and have a relaxed approach to holistic financial planning.
    28
    £0+
    7.0
    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.

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