Top 10 Independent (IFAs) & Restricted Financial Advisers in Shepton Mallet

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  • J Edward Sellars & Partners Ltd

    Shepton mallet
    FCA verified
    689
    £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

  • 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
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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.
    217
    £150k+
    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

  • Flying Colours Advice

    Wells
    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

  • Hartsfield Financial Services Ltd

    Wells
    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

  • Ben Middleton at True Potential Wealth Management LLP

    Westfield
    FCA verified
    Helping my clients achieve their financial goals is at the heart of my business. I have been in financial services for over 26 years and have a wealth of knowledge and expertise in pensions, including Defined Benefit schemes and investments.
    217
    £150k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Midsomer norton
    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

  • J Edward Sellars & Partners Ltd

    Westfield
    FCA verified
    689
    £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.