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

I need advice on
Total assets
My postcode
First meeting is free

  • Saltus Partners LLP

    Yatton
    FCA verified
    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.
    540
    £250k+
    Can help with
    Pensions & retirement

  • Jamie Jacobs at IFAMAX Wealth Management

    Wrington
    FCA verified
    An experienced & highly qualified IFA who would welcome a friendly 'sales and jargon-free' chat to see how I can help. We offer a unique service at Ifamax where your initial 3 meetings are charge and obligation free. Think of it as a try before you buy!
    11
    £250k+
    Can help with
    Pensions & retirement

  • Adam McCarthy & Sione Mitchell at True Potential Wealth Management

    Clevedon
    FCA verified
    We put our clients interests and financial goals at the heart of our business, priding ourselves in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    303
    £150k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • Flying Colours Advice

    Churchill
    FCA verified
    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.
    18151
    £150k+
    Can help with
    Pensions & retirement

  • Perennial Wealth

    Backwell
    FCA verified
    Truly independent financial advice tailored to your needs.
    107
    £250k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Clevedon
    FCA verified
    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.
    540
    £250k+
    Can help with
    Pensions & retirement

  • The Private Office

    Backwell
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face-to-face meeting we are offering online and telephone advice.
    30297
    £100k+
    Can help with
    Pensions & retirement

  • Craig Williams - Golden Valley Financial Planning Limited

    Backwell
    FCA verified
    We are proud to be a partner of M&G Wealth Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.
    Recently added
    £100k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Nailsea
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11652
    £0+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Nailsea
    FCA verified
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    217
    £150k+
    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.