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

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

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

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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

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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

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

Evelyn Partners

Cheddar

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

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

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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

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J Edward Sellars & Partners Ltd

Wedmore

FCA verified

Clients
helped

832

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Hartsfield Financial Services Ltd

Wedmore

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

Start enquiry View profile

Saltus Partners LLP

Wedmore

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

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.