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

Find the best FCA regulated financial advisers in Zeals. Get expert help near you with pensions, investments, retirement planning and more
Zeals, Wiltshire
Douglas Steers & Company

Douglas Steers & Company

Wincanton
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10568
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Evelyn Partners

Evelyn Partners

Wincanton
Initial consultation free
FCA verified
Restricted
"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
1054
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Saltus Partners LLP

Saltus Partners LLP

Wincanton
Initial consultation free
FCA verified
Independent
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.
Clients
helped
1062
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Evelyn Partners

Evelyn Partners

Shaftesbury
Initial consultation free
FCA verified
Restricted
"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
1054
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Corporate Solutions (Poole) Ltd

Corporate Solutions (Poole) Ltd

Abbas and templecombe
Initial consultation free
FCA verified
Independent
Straightforward, personalised financial advice to help you make confident decisions about pensions, investments and retirement. Clear guidance, transparent fees and a focus on long -term financial wellbeing.
Clients
helped
Recently added
Minimum
wealth
£50k+
Meet the team
James Pritchett
Can help with
Pensions & retirement
Financial planning
Savings
Business
Perennial Wealth

Perennial Wealth

Compton pauncefoot
Initial consultation free
FCA verified
Independent
Truly independent financial advice tailored to your needs.
Clients
helped
140
Minimum
wealth
£500k+
Meet the team
Dale Ainsley
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Fairstone Group

Fairstone Group

Frome
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15224
Minimum
wealth
£0+
Meet the team
Iain Robinson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Douglas Steers & Company

Douglas Steers & Company

Frome
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10568
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Saltus Partners LLP

Saltus Partners LLP

Frome
Initial consultation free
FCA verified
Independent
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.
Clients
helped
1062
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Evelyn Partners

Evelyn Partners

Frome
Initial consultation free
FCA verified
Restricted
"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
1054
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Frequently Asked Questions about Financial Advisers in Zeals