Top 10 Independent (IFAs) & Restricted Financial Advisers in Wootton Courtenay
Find the best FCA regulated financial advisers in Wootton Courtenay. Get expert help near you with pensions, investments, retirement planning and more
James & Associates Financial Services Ltd
Minehead
FCA verified
James & Associates Financial Services Ltd is an innovative practice of like-minded individuals who provide high quality, independent financial advice.
We are committed to our clients and are keen to be judged on the value we deliver.
Clients
helped
helped
< 10
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
Matthew Sulley - AFH Wealth Management
St athan
FCA verified
I provide, unbiased, whole of market, independent financial planning and investment management services to clients who value a long-term relationship.
Clients
helped
helped
< 10
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Beesure Ltd
St athan
FCA verified
Providing independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.
Clients
helped
helped
498
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
McCarthy Wealth Management
Wellington
FCA verified
I put my client's financial goals at the heart of my business, 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
helped
429
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Fairstone Group
Wellington
FCA verified
Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices.
With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
Clients
helped
helped
14503
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
Evelyn Partners
Wellington
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
helped
741
Minimum
wealth
wealth
£500k+
Can help with
Pensions & retirement
Ascot Lloyd
Barry
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
helped
1727
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Jonathon Williams - Beesure Limited
Barry
FCA verified
I specialise in providing bespoke face-to-face financial advice, adding value through both advisory knowledge and a commitment to the highest level of ongoing service.
Clients
helped
helped
55
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Beesure Financial Planning Ltd
Barry
FCA verified
Providing independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.
Clients
helped
helped
80
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Nugenis Financial Planning- Ciaran Reynolds
Barry
FCA verified
Whether you require help buying a home, planning your retirement, saving for the future, or protecting your loved ones. I'm here to guide you through the complexities of personal finance by offering independent, unbiased advice.
Clients
helped
helped
90
Minimum
wealth
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.