Top 10 Independent (IFAs) & Restricted Financial Advisers in Little Somerford

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  • Castle Sundborn

    Little somerford
    FCA verified
    When you call on Castle Sundborn, you are dealing with experienced yet approachable individuals who you can rely on for timely and helpful advice for all your financial services requirements.
    70
    £50k+
    Can help with
    Pensions & retirement
  • Montpellier Asset Management

    Malmesbury
    FCA verified
    A trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.
    74
    £250k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Malmesbury
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1458
    £150k+
    Can help with
    Pensions & retirement
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  • Continuum Financial Services LLP

    Charlton
    FCA verified
    I am focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but I aim to make this process less complicated and clear.
    82
    £50k+
    Can help with
    Pensions & retirement
  • Mather and Murray Financial

    Chippenham
    FCA verified
    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
    2294
    £50k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Chippenham
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10707
    £0+
    Can help with
    Pensions & retirement
  • Old Mill

    Chippenham
    FCA verified
    Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them.
    14
    £250k+
    Can help with
    Pensions & retirement
  • The Private Office

    Royal wootton bassett
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    27899
    £100k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Chippenham
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1458
    £150k+
    Can help with
    Pensions & retirement
  • Crystal Wealth Management

    Tetbury
    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.
    59
    £100k+
    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.

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