Top 10 Independent (IFAs) & Restricted Financial Advisers in Wincanton
Saltus Partners LLP
WincantonOur 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
helped668Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentHartsfield Financial Services Ltd
EvercreechWe’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
Clients
helped273Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentDaniel Chard at True Potential Wealth Management
Queen camelAs a Financial Adviser with True Potential Wealth Management I’m committed to delivering better value and choice for my clients.
ClientsRecently added
helpedMinimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Strategic Solutions Chartered Financial Planners
SherborneJames Oliver - Independent Financial Adviser
Clients
helped67Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentMatthew Dudley - Pocock Rutherford & Co
ShaftesburyHi my name is Matthew Dudley, I’m a local financial adviser based in Dorset and I have been providing straight forward, easy to understand financial advice. My initial consultation is free so please reach out to see if I can help you.
Clients
helped475Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentMatthew Winchester -Pocock Rutherford & Co
Sturminster newtonHi my name is Matthew , I’m a local financial adviser based in Bournemouth and I have been providing straight forward, easy to understand financial advice for over 25years. My initial consultation is free so please reach out to see if I can help you.
Clients
helped135Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified Independent- Clients
helped730Minimum
wealth£50k+Pensions & retirementTInitial consultation free FCA verified Restricted Hartsfield Financial Services Ltd
ShaftesburyWe’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
Clients
helped273Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentInvest Southwest
Keinton mandevilleWe are a multi award winning, established and experienced team of Independent Financial Advisers in Taunton and around the Southwest.
Clients
helped242Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified Independent- Clients
helped730Minimum
wealth£50k+Pensions & retirementTInitial consultation free FCA verified Restricted
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.