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

Friendly, expert, regulated advice over the telephone, video call or face to face.

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.

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.

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

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

I have worked in investment management for over 30 years and since I joined SJP have very much enjoyed helping my Clients by understanding what's important to them and delivering practical solutions for the financial issues that concern them the most.

Awarded Financial Times Adviser Top 100 as part of the Rosemount network. Independent, FCA-regulated pension advice, helping clients review, consolidate and plan retirement income. Delivered fully remotely with simple digital tools.

Invictus Wealth Consultants has been providing trusted financial advice for over 15 years. We have helped over a 1000 clients achieve financial clarity and confidence for themselves, their businesses and their family.

"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 will take the time to get to know you, understand what is important to you and can assist across investments, pensions, at retirement, protection and inheritance tax needs to help you meet your goals.