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

Find the best FCA regulated financial advisers in Starcross. Get expert help near you with pensions, investments, retirement planning and more
Starcross, Teignbridge, Devon
JBM Wealth

JBM Wealth

Exmouth
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
21
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Kevin Robins - True Potential Wealth Management

Kevin Robins - True Potential Wealth Management

Exmouth
FCA verified
As a Chartered Financial Planner, helping my clients take control of their financial journey and achieve their aspirations, is at the heart of my business. I specialise in retirement planning, including consolidation, drawdown and DB Pension transfers.
Clients
helped
394
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Retirement Solutions (UK) Ltd

Retirement Solutions (UK) Ltd

Exmouth
FCA verified
We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
Clients
helped
5951
Minimum
wealth
£0+
Can help with
Pensions & retirement
Advice Rooms

Advice Rooms

Exeter
FCA verified
Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
Clients
helped
595
Minimum
wealth
£0+
Can help with
Pensions & retirement
ce

Chartered Edge Financial Planning

Exmouth
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
14
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Nilaj Odedra at St James's Place

Nilaj Odedra at St James's Place

Exeter
FCA verified
As a trusted Financial Adviser and Partner of St. James’s Place, the UK’s largest wealth management company, my role is to listen, understand what you’d like to achieve, and then help build and construct a professional, tailored and robust plan.
Clients
helped
72
Minimum
wealth
£50k+
Can help with
Pensions & retirement
William Highbourne Wealth Management

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
Continuum Financial Services LLP

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.
Clients
helped
224
Minimum
wealth
£0+
Can help with
Pensions & retirement
Finsbridge Financial Planning

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
ce

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
14
Minimum
wealth
£150k+
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.

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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.