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

Find the best FCA regulated financial advisers in Shipham. Get expert help near you with pensions, investments, retirement planning and more

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

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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

Start enquiry View profile

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

Start enquiry View profile

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

Start enquiry View profile

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

Start enquiry View profile

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

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

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

Start enquiry View profile

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

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

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

Start enquiry View profile

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

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.