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

I need advice on
Total assets
My postcode
First meeting is free

  • Heritage Independent Financial Consultancy Ltd.

    Wembdon
    FCA verified
    A fully Independent Company putting the clients interest first and building close relationships on an ongoing professional basis. Pension consolidation and drawdown specialists.
    352
    £50k+
    Can help with
    Pensions & retirement

  • J Edward Sellars & Partners Ltd

    Huish episcopi
    FCA verified
    558
    £100k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Wedmore
    FCA verified
    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.
    365
    £250k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • The Private Office

    Chard town
    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. We’re here to support you.
    27079
    £100k+
    Can help with
    Pensions & retirement

  • Quantock Analytical Ltd

    Brympton
    FCA verified
    Pensions and Investment expertise grounded in common sense and value for money
    76
    £50k+
    Can help with
    Pensions & retirement

  • Continuum (Financial Services) LLP

    Glastonbury
    FCA verified
    I work with my clients to help make their financial future real, whatever their goal. Retirement - Investing - Mortgages - Protection - Equity Release - Estate Planning - Later Life Care Funding - Planning for Business Owners - Cash Management Services
    101
    £50k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Yeovil
    FCA verified
    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.
    365
    £250k+
    Can help with
    Pensions & retirement

  • AFH Wealth Management

    Yeovil
    FCA verified
    I am passionate about my work and I care about my clients. I have over 25 years experience providing financial advice on pensions, investments, long term care and lifetime mortgages
    80
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Frome
    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. We’re here to support you.
    27078
    £100k+
    Can help with
    Pensions & retirement

  • Washington Square

    Frome
    FCA verified
    We offer friendly, contemporary, Independent Financial Advice with good old-fashioned personal service. Our aim is to help you to "Invest In Your Values" with a view to using your finances responsibly and sustainably.
    84
    £0+
    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.

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.