Top 20 Independent Financial Advisers in Somerset

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  • Flying Colours

    Bath
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
    90
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • MHA Monahans Wealth Management

    Bath
    Our Chartered status is a reflection of the quality of independent financial advice we provide.
    < 10
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Pilgrim Financial Planning Limited

    Wells
    We take pride in offering independent, and friendly advice. We like to listen and help you secure your financial future.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Oakfield Lee Financial Planning

    Frome
    Creating Financial Security, Happiness and Wealth for you and your family.
    New adviser
    £0+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chapelwood Financial Planning Ltd

    Weston super mare
    Our prime focus is to clearly identify your needs, and genuinely get you financial results that you couldn't achieve on your own. We build lasting relationships with our clients and offer personal, no-jargon advice on the best financial products for you.
    < 10
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Blue Wealth

    High littleton
    We help you achieve financial independence. Chartered, Independent, Pension Transfer Gold Standard
    41
    £250k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • MHA Monahans Wealth Management

    Glastonbury
    Our Chartered status is a reflection of the quality of independent financial advice we provide.
    22
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Old Mill

    Yeovil
    Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them.
    25
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Westview Financial Services Ltd

    Marksbury
    Whether you're looking for a mortgage, protection or a full wealth management strategy, we can advise across the whole market.
    52
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ascot Lloyd

    Kelston
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • James & Associates Financial Services Ltd

    Minehead
    < 10
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Westview Financial Services Ltd

    Portishead
    Whether you're looking for a mortgage, protection or a full wealth management strategy, we can advise across the whole market.
    63
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Portishead
    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.
    35
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management LLP

    Bridgwater
    We put every client at the heart of what we do and believe the ongoing relationship with continued reviews after designing your financial future.
    13
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Blue Wealth

    Kewstoke
    Independent, chartered financial planners. We help you plan for the future.
    New adviser
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Combined Financial Strategies Ltd

    Bath
    Combined Financial Strategies (CFS) is one of the UK’s leading independent financial advisers, offering award-winning advice on retirement planning, investments, tax efficiency, legacy planning and more.
    36
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Vision West & Wales

    St georges
    We provide independent-financial advice to people living in the South-West and Wales, who are close to, at or past retirement.
    12
    £500k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mike Rogers IFA - AFH Management

    Yeovil
    We take care in identifying the customers overall requirements and pride ourselves on building long term relationships.
    62
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Steven Sidhu Wealth Management ltd

    Kingston st mary
    I pride myself in considering all of my clients to be my friends, I will get to know you and your families to fully understand you and your financial needs.
    New adviser
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • CJ Hannan Ltd

    Bath
    53
    £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.

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.