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

I need advice on
Total assets
My postcode
First meeting is free
  • Continuum Financial Services LLP

    Shaldon
    FCA verified
    Friendly, local, experienced Independent Financial adviser; providing unbiased financial planning, in a clear and easy to understand way.
    81
    £0+
    Can help with
    Pensions & retirement
  • William Highbourne Wealth Management

    Teignmouth
    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.
    202
    £100k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Bishopsteignton
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    16924
    £100k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
  • Navigation Financial Planning Limited

    Kingsteignton
    FCA verified
    Friendly, professional independent financial advice from the whole of the market to secure and protect your financial health and future.
    49
    £50k+
    Can help with
    Pensions & retirement
  • PRG Financial Planners Ltd

    Newton abbot
    FCA verified
    Are you overwhelmed by all the financial options and the confusing financial jargon? Are you unsure which option suits you? We can change that feeling by explaining what it all means so you make informed decisions that are right for you.
    30
    £0+
    Can help with
    Pensions & retirement
  • Lifetime IFA

    Torquay
    FCA verified
    Take control of your financial future with our holistic approach to independent financial planning. Tailored portfolios and expert guidance optimize returns and secure your financial well-being. Experience the difference today!
    78
    £50k+
    Can help with
    Pensions & retirement
  • The Private Office

    Newton abbot
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    26922
    £100k+
    Can help with
    Pensions & retirement
  • Strategic Solutions Financial Services

    Torquay
    FCA verified
    Friendly, Professional, Independent financial advice from local award winning people you can trust.
    28
    £100k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Torquay
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    16924
    £100k+
    Can help with
    Pensions & retirement
  • Abigail Stidworthy and Vanessa Taylor, Strategic Solutions, Chartered Financial Planners

    Newton abbot
    FCA verified
    Strategic Solutions is honoured to have been awarded Moneyfacts Investment adviser of the year both in 2017 and 2015
    65
    £50k+
    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.