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

Find the best FCA regulated financial advisers in Lydfordonfosse. Get expert help near you with pensions, investments, retirement planning and more
Lydfordonfosse, Somerset
J Edward Sellars & Partners Ltd

J Edward Sellars & Partners Ltd

Keinton mandeville
FCA verified
Clients
helped
832
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Daniel Chard at True Potential Wealth Management

Daniel Chard at True Potential Wealth Management

Queen camel
FCA verified
As a Financial Adviser with True Potential Wealth Management I’m committed to delivering better value and choice for my clients.
Clients
helped
21
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Perennial Wealth

Perennial Wealth

Glastonbury
FCA verified
Truly independent financial advice tailored to your needs.
Clients
helped
136
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Daniel Chard at True Potential Wealth Management

Daniel Chard at True Potential Wealth Management

Glastonbury
FCA verified
As a Financial Adviser with True Potential Wealth Management I’m committed to delivering better value and choice for my clients.
Clients
helped
21
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Evelyn Partners

Evelyn Partners

Glastonbury
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
Saltus Partners LLP

Saltus Partners LLP

Glastonbury
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
Evelyn Partners

Evelyn Partners

North wootton
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
Hartsfield Financial Services Ltd

Hartsfield Financial Services Ltd

Evercreech
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.
Clients
helped
375
Minimum
wealth
£150k+
Can help with
Pensions & retirement
J Edward Sellars & Partners Ltd

J Edward Sellars & Partners Ltd

Shepton mallet
FCA verified
Clients
helped
832
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Every Step Financial Services

Every Step Financial Services

Wells
FCA verified
We believe that every single person living in the UK should have access to meaningful, trusted and affordable financial advice. Our goal is to train and educate our clients to increase their knowledge of financial products for greater financial wealth.
Clients
helped
594
Minimum
wealth
£0+
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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