Top 10 Independent (IFAs) & Restricted Financial Advisers in West Harptree

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

Future Wealth Management

Chew stoke

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

"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

Synthesis Wealth Management

Chew magna

FCA verified

Our purpose is to help individuals and businesses make smarter, more informed financial decisions for a brighter future. Synthesis is a Chartered independent financial planning firm that uses technology to enhance value and outcomes for our clients.

Clients
helped

244

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Daniel O'Connor Abacus Advisers

Winford

FCA verified

A Chartered Independent Financial Adviser. An ex-serviceman and Bronze medal winning athlete for Team UK at the Invictus Games (2022). My fees can be on a percentage of portfolio basis or fixed fee for HNW clients. Creating savings for larger portfolios.

Clients
helped

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

J Edward Sellars & Partners Ltd

Winford

FCA verified

Clients
helped

832

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Future Wealth Management

Westbury

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

Evelyn Partners

Cheddar

FCA verified

Clients
helped

741

Minimum
wealth

£500k+

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.