Top 10 Independent (IFAs) & Restricted Financial Advisers in Devon
Canaccord Genuity Wealth Management (CGWM)
PlymouthAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped671Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified Independent- Clients
helped11Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified Independent Invest Southwest
CullomptonWe are a multi award winning, established and experienced team of Independent Financial Advisers in Taunton and around the Southwest.
Clients
helped250Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.AHR Private Clients
TavistockAHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
Clients
helped305Minimum
wealth£250k+Pensions & retirementLInitial consultation free FCA verified IndependentAbacus Associates Financial Services
ExeterProviding experienced financial advice - friendly, ethical, knowledgeable and professional. Abacus Associates can look after all your financial needs. Our ethos is founded on traditional values – honour, vigilance and dependability.
Clients
helped188Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentWestcountry IFP Limited
LauncestonI help my clients grow & protect their wealth, plan for retirement and structure their estates to effectively mitigate Inheritance Tax. My advice is carefully composed and bespoke. I put my clients at the centre of everything I do.
Clients
helped123Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentIntelligent Pensions
PlymouthWe work with clients from their 40s into retirement. Our team of independent, experienced and highly rated advisers will help you achieve the retirement you always hoped for.
Clients
helped52Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentPrydis Wealth Limited
ExeterWe are Chartered Financial Planners with a passion to find the best solution for our clients.
Clients
helped50Minimum
wealth£100k+Pensions & retirement+4Initial consultation free FCA verified IndependentJames & Associates Financial Services Ltd
MineheadJames & 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.
Clients
helped< 10Minimum
wealth£0+Pensions & retirementJSInitial consultation free FCA verified IndependentPrydis Wealth Limited
BarnstaplePrydis is a trusted company with a unique approach. We are dedicated to giving you the clarity and insight you need to maximise the performance of your wealth. Providing tailored, straightforward advice when you need it.
Clients
helped< 10Minimum
wealth£50k+Pensions & retirementLInitial consultation free FCA verified Independent
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.