Top 10 Independent (IFAs) & Restricted Financial Advisers in Castle Cary

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  • Hartsfield Financial Services Ltd

    Evercreech
    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.
    206
    £150k+
    Can help with
    Pensions & retirement

  • J Edward Sellars & Partners Ltd

    Keinton mandeville
    FCA verified
    689
    £50k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Wincanton
    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.
    534
    £250k+
    Can help with
    Pensions & retirement
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  • 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

  • James Harvey at AFH Wealth Management

    Shepton mallet
    FCA verified
    I work as an Independent Financial Adviser as part of one of the UK’s leading financial planning led wealth management firms. Providing independent financial planning and investment management services to clients who value a long-term relationship.
    84
    £50k+
    Can help with
    Pensions & retirement

  • J Edward Sellars & Partners Ltd

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

  • Strategic Solutions Chartered Financial Planners

    Sherborne
    FCA verified
    James Oliver - Independent Financial Adviser
    67
    £0+
    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

  • MPI Financial Advice

    Somerton
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    3976
    £0+
    Can help with
    Pensions & retirement

  • Continuum (Financial Services) LLP

    Glastonbury
    FCA verified
    I work with you to help make your ideal financial future, a reality. Retirement - Investing - Mortgages - Protection - Equity Release - Estate Planning - Later Life Care Funding - Planning for Business Owners - Cash Management Services
    108
    £50k+
    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.