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

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  • Sandringham Financial Partners

    Taunton
    FCA verified
    Your money is precious, so let me help you make the most of it. At this difficult time, face to face meetings may not be what you want or need. I am able to provide advice on a remote basis using a combination of phone, email and video conferencing. Advice needs don't go away but can become more urgent so please do get in touch. We can discuss your need s and the best way to achieve them
    105
    £0+
    Can help with
    Pensions & retirement

  • The Private Office

    Chard town
    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.
    30297
    £100k+
    Can help with
    Pensions & retirement

  • Advice Rooms

    Martock
    FCA verified
    Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
    370
    £0+
    Can help with
    Pensions & retirement
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  • Perennial Wealth

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

  • J Edward Sellars & Partners Ltd

    Shepton mallet
    FCA verified
    689
    £50k+
    Can help with
    Pensions & retirement

  • Jon Fry - Elite Financial Consulting Ltd

    Pilton
    FCA verified
    As an award-winning local independent financial advisory firm, we pride ourselves on providing clear and easy-to-understand guidance to help individuals and families develop comprehensive financial plans tailored to their unique goals and circumstances.
    36
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Frome
    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.
    30297
    £100k+
    Can help with
    Pensions & retirement

  • Old Mill

    Wells
    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

  • Six Q Financial Planning Limited

    Somerton
    FCA verified
    Six Q Financial Planning provides independent financial planning and advice. Our purpose is to help you identify and achieve your aims and objectives.
    63
    £100k+
    Can help with
    Pensions & retirement

  • James & Associates Financial Services Ltd

    Minehead
    FCA verified
    James & Associates Financial Services Ltd is an innovative practice of like-minded individuals who provide high quality, independent financial advice. We are committed to our clients and are keen to be judged on the value we deliver.
    < 10
    £0+
    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.