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

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  • The Private Office

    Upton pyne
    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. Weโ€™re here to support you.
    26554
    ยฃ100k+
    Can help with
    Pensions & retirement
  • 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.
    67
    ยฃ50k+
    Can help with
    Pensions & retirement
  • Jo-Ann Westlake - FA at The PRG Partnership

    Exeter
    FCA verified
    30
    ยฃ0+
    Can help with
    Pensions & retirement
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  • Advice Rooms

    Exeter
    FCA verified
    Advice Rooms is a space for all individuals to receive advice regarding their financial & retirement planning.
    183
    ยฃ50k+
    Can help with
    Pensions & retirement
  • The Private Office

    Exeter
    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. Weโ€™re here to support you.
    26554
    ยฃ100k+
    Can help with
    Pensions & retirement
  • Goodmans Financial Planning

    Exeter
    FCA verified
    We are Chartered Financial Planners, providing independent and transparent advice, working only for the long term interests of our clients.
    26
    ยฃ250k+
    Can help with
    Pensions & retirement
  • Gilbert Stephens Financial Services Ltd

    Exeter
    FCA verified
    We have two qualified IFAs who between them have extensive experience in advising on all aspects of personal financial planning.
    13
    ยฃ0+
    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
    ยฃ100k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Exeter
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10185
    ยฃ0+
    Can help with
    Pensions & retirement
  • Saltus Partners LLP

    Exeter
    FCA verified
    Our mission is to improve everyoneโ€™s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    342
    ยฃ250k+
    Can help with
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of lifeโ€™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 thereโ€™s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.