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

Find the best FCA regulated financial advisers in Cheddar. Get expert help near you with pensions, investments, retirement planning and more
Cheddar, Somerset
Douglas Steers & Company

Douglas Steers & Company

Cheddar
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10683
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Roseum Financial Planning

Roseum Financial Planning

Cheddar
Initial consultation free
FCA verified
Restricted
Bespoke, clear, compliant, and inclusive financial advice. Every financial plan is lovingly hand-crafted in-house, from scratch, with passion.
Clients
helped
79
Minimum
wealth
£50k+
Meet the team
Michaela Pashley
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

Cheddar
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
1102
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
RBC Brewin Dolphin

RBC Brewin Dolphin

Cheddar
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
22
Minimum
wealth
£250k+
Meet the team
J
E
A
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
Churchill Wealth Management

Churchill Wealth Management

Cheddar
Initial consultation free
FCA verified
Independent
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
77
Minimum
wealth
£150k+
Meet the team
Tim Ewins
Rebeca Barrett
Josh Cullen
Matthew Barrett
Antony Walsh
+1
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Ascot Lloyd

Ascot Lloyd

Cheddar
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
2044
Minimum
wealth
£150k+
Meet the team
Tom Bartlett
Craig Couldrick
Kevin Broome
Raj Chauhan
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Mather and Murray Financial

Mather and Murray Financial

Cheddar
Initial consultation free
FCA verified
Independent
Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
Clients
helped
3087
Minimum
wealth
£50k+
Meet the team
Samuel Mather-holgate
Steve Murray
Joseph Ricks
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Long Term Care
and 2 more matches
Fidelius Ltd

Fidelius Ltd

Shipham
Initial consultation free
FCA verified
Independent
Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
38
Minimum
wealth
£100k+
Meet the team
Rachel Henley
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
McCarthy Wealth Management

McCarthy Wealth Management

Winscombe and sandford
Initial consultation free
FCA verified
Independent
I put my client's financial goals at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
Clients
helped
465
Minimum
wealth
£150k+
Meet the team
Adam Mccarthy dipfa awpetr
Thomas Jackson
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Cleeve Financial Planning

Cleeve Financial Planning

Winscombe and sandford
Initial consultation free
FCA verified
Restricted
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.
Clients
helped
16
Minimum
wealth
£100k+
Meet the team
Tim O'Loughlin
Ben Wilson
Kieran O'Connor
Tom Williams
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers in Cheddar