Top 10 Independent (IFAs) & Restricted Financial Advisers in Monkton Farleigh

I help people feel confident about their financial future through clear, personal advice. From investment planning & retirement strategy to protecting what matters most. My approach is thoughtful, long term and always focused on you.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

Our mission is to provide an exceptional financial planning service with a professional and compassionate approach.

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.

McKenzie & Co Financial Consultants has been providing financial advice for over 16 years. We provide broad based advice, to individual, families and and retired clients helping them with practical solutions to their most important financial issues.

We work hard for those who care about outcomes with a focus on reassurance

I have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.

You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.

"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."

We look forward to helping you achieve your financial goals, from building long-term security and planning for retirement to protecting your family and making your money work harder through effective tax planning.