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

Find the best FCA regulated financial advisers in Blagdon. Get expert help near you with pensions, investments, retirement planning and more
Blagdon, North Somerset
Flying Colours Advice

Flying Colours Advice

Churchill
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.
Clients
helped
19932
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Crystal Wealth Management

Crystal Wealth Management

Churchill
FCA verified
Award Winning Independent Adviser acting in YOUR Best Interests. Let's Optimise your wealth so that you can afford your best life and retirement.
Clients
helped
80
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Saltus Partners LLP

Saltus Partners LLP

Wrington
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.
Clients
helped
966
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Future Wealth Management

Future Wealth Management

Chew stoke
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.
Clients
helped
< 10
Minimum
wealth
£0+
Can help with
Pensions & retirement
Ascot Lloyd

Ascot Lloyd

Cheddar
FCA verified
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1727
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Daniel O'Connor Abacus Advisers

Daniel O'Connor Abacus Advisers

Winford
FCA verified
A Chartered Independent Financial Adviser. An ex-serviceman and Bronze medal winning athlete for Team UK at the Invictus Games (2022). My fees can be on a percentage of portfolio basis or fixed fee for HNW clients. Creating savings for larger portfolios.
Clients
helped
24
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Clients
helped
832
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Mather and Murray Financial

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.
Clients
helped
2976
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Churchill Wealth Management

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.
Clients
helped
76
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Roseum Financial Planning

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.
Clients
helped
76
Minimum
wealth
£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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