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

Our mission is to improve everyone’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.

You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.

We provide a free update & advice service to help you understand your plans.

Our mission is to improve everyone’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.

McKenzie & Co Financial Consultants has been providing financial advice for over 16 years. We provide broad based advice, to individual, families and and retired clients helping them with practical solutions to their most important financial issues.

Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

Straightforward, personalised financial advice to help you make confident decisions about pensions, investments and retirement. Clear guidance, transparent fees and a focus on long -term financial wellbeing.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

We put our client’s interests and financial goals at the heart of our business, priding ourselves on giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and Retirement Planning.