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

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Total assets
My postcode
First meeting is free
  • Fairstone Group

    Frome
    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
    10087
    £0+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Chard town
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1338
    £150k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    West coker
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1338
    £150k+
    Can help with
    Pensions & retirement
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  • Flying Colours

    Wells
    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.
    16654
    £100k+
    Can help with
    Pensions & retirement
  • J Edward Sellars & Partners Ltd

    Burnham on sea and highbridge
    FCA verified
    551
    £50k+
    Can help with
    Pensions & retirement
  • Informed Choice (South West) Limited

    Wells
    FCA verified
    15
    £100k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Martock
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1338
    £150k+
    Can help with
    Pensions & retirement
  • Quantock Analytical Ltd

    Wellington
    FCA verified
    Pensions and Investment expertise grounded in common sense and value for money
    75
    £50k+
    Can help with
    Pensions & retirement
  • Perennial Wealth

    Glastonbury
    FCA verified
    Truly independent financial advice tailored to your needs.
    88
    £250k+
    Can help with
    Pensions & retirement
  • New Equilibrium

    Huish episcopi
    FCA verified
    Our initial chat is free; there is no rush and trust should be established first. Local, independent and with 12 years of experience I am happy to travel to you to conduct relaxed and holistic financial planning.
    66
    £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.

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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.