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

Find the best FCA regulated financial advisers in Badgworth. Get expert help near you with pensions, investments, retirement planning and more.
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  • Future Wealth Management

    Winscombe and sandford
    FCA verified
    We’re committed to long-term relationships built on trust, excellent service, and quality advice. Our aim is simple: to give you and your family financial peace of mind for generations.
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Cleeve Financial Planning

    Winscombe and sandford
    FCA verified
    Cleeve Financial Planning provides financial advice for those seeking retirement planning & investment advice. We empower you with the knowledge and tools needed to make sound financial decisions that align with your goals and values.
    Recently added
    £100k+
    Can help with
    Pensions & retirement

  • Churchill Wealth Management

    Cheddar
    FCA verified
    Experts in Investments & Pensions We specialise in tailored financial advice, with a focus on investments and pensions. Our priority is to deliver a truly personal service and build long-term relationships. Contact us for a no obligation discussion.
    76
    £150k+
    Can help with
    Pensions & retirement
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  • J Edward Sellars & Partners Ltd

    Wedmore
    FCA verified
    812
    £50k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Wedmore
    FCA verified
    We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    375
    £150k+
    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.
    909
    £250k+
    Can help with
    Pensions & retirement

  • Daniel Chard at True Potential Wealth Management

    Wedmore
    FCA verified
    As a Financial Adviser with True Potential Wealth Management I’m committed to delivering better value and choice for my clients.
    13
    £50k+
    Can help with
    Pensions & retirement

  • Roseum Financial Planning

    Cheddar
    FCA verified
    Bespoke, clear, compliant, and inclusive financial advice. Every financial plan is lovingly hand-crafted in-house, from scratch, with passion.
    74
    £50k+
    Can help with
    Pensions & retirement

  • Mather and Murray Financial

    Cheddar
    FCA verified
    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
    2944
    £50k+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Cheddar
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    1615
    £150k+
    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.