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

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Total assets
My postcode
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  • Abacus Money Management Limited

    Clevedon
    FCA verified
    < 10
    £0+
    Can help with
    Long Term Care

  • Six Q Financial Planning Limited

    Clevedon
    FCA verified
    Six Q Financial Planning provides independent financial planning and advice. Our purpose is to help you identify and achieve your aims and objectives.
    48
    £100k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Clevedon
    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
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  • J Edward Sellars & Partners Ltd

    Clevedon
    FCA verified
    558
    £50k+
    Can help with
    Pensions & retirement

  • Adam McCarthy & Sione Mitchell at True Potential Wealth Management

    Clevedon
    FCA verified
    We put our clients interests and financial goals at the heart of our business, priding ourselves in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    234
    £150k+
    Can help with
    Pensions & retirement

  • Abacus Money Management Ltd

    Clevedon
    FCA verified
    < 10
    £0+
    Can help with
    Tax & trust planning

  • Invest Southwest

    Clevedon
    FCA verified
    Professional, expert advice tailored to you by the south-west’s best.
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services

    Clevedon
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1387
    £150k+
    Can help with
    Pensions & retirement

  • J Edward Sellars & Partners Ltd

    Kenn
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Greg Charlton - True Potential Wealth Management

    Kingston seymour
    FCA verified
    I have over 15 years experience within the financial services industry, putting my clients ambitions and needs at the core of my advice. If you want clear, concise, straight-forward financial expertise and a guiding hand, please do get in touch.
    125
    £100k+
    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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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.