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Top 10 Independent (IFAs) & Restricted Financial Advisers in East Brent

Find the best FCA regulated financial advisers in East Brent. Get expert help near you with pensions, investments, retirement planning and more
East Brent, Somerset
Invest Southwest

Invest Southwest

Burnham on sea and highbridge
FCA verified
We are a multi award winning, established and experienced team of Independent Financial Advisers in Taunton and around the Southwest.
Clients
helped
356
Minimum
wealth
£100k+
Can help with
Pensions & retirement
J Edward Sellars & Partners Ltd

J Edward Sellars & Partners Ltd

Burnham on sea and highbridge
FCA verified
Clients
helped
832
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Evelyn Partners

Evelyn Partners

Burnham on sea and highbridge
FCA verified
"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
741
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Evelyn Partners

Evelyn Partners

Bleadon
FCA verified
"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
741
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Clients
helped
832
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Future Wealth Management

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.
Clients
helped
< 10
Minimum
wealth
£0+
Can help with
Pensions & retirement
McCarthy Wealth Management

McCarthy Wealth Management

Winscombe and sandford
FCA verified
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
429
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Cleeve Financial Planning

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.
Clients
helped
Recently added
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Truly Independent

Truly Independent

Winscombe and sandford
FCA verified
Offering a free initial meeting, we provide independent regulated advice focusing on pensions and investment planning. We take the stress out of investing and provide personalised independent financial advice.
Clients
helped
291
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Clients
helped
832
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.

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.