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

Find the best FCA regulated financial advisers in Templeton. Get expert help near you with pensions, investments, retirement planning and more

Oliver Ibrahim at Prydis Wealth

Crediton

FCA verified

Prydis is a trusted company with a unique approach. We are dedicated to giving you the clarity and insight you need to maximise the performance of your wealth. Providing tailored, straightforward advice when you need it.

Clients
helped

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Gilbert Stephens Financial Services Ltd

Crediton

FCA verified

We have three qualified IFAs who between them have extensive experience in advising on all aspects of personal financial planning.

Clients
helped

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Chartered Edge Financial Planning

Crediton

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

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

JBM Wealth

Stoke canon

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

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Hansford Bell Financial Planners

Sowton

FCA verified

Clients
helped

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Alan Gledhill at Aitana Financial Services

Exeter

FCA verified

Our mission is to provide an exceptional financial planning service with a professional and compassionate approach.

Clients
helped

221

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Invest Southwest

Exeter

FCA verified

We are a multi award winning, established and experienced team of Independent Financial Advisers in Taunton and around the Southwest.

Clients
helped

356

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Destination Retirement, part of Just

Exeter

FCA verified

Wherever you are on your retirement journey — saving, planning or spending — our friendly, UK-based financial experts are on hand to support you. We help people achieve a better later life.

Clients
helped

124

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Chartered Edge Financial Planning

Exeter

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

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Prydis Wealth Limited

Exeter

FCA verified

We are Chartered Financial Planners with a passion to find the best solution for our clients.

Clients
helped

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.