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

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  • Heritage Independent Financial Consultancy Ltd.

    Taunton
    FCA verified
    Whilst financial analysis and management can be complex (it's the bit you pay us for), the communication should not be.
    126
    ยฃ0+
    Can help with
    Pensions & retirement

  • Curtis Netherway at Continuum

    Barnstaple
    FCA verified
    Retirement planning expert, offering truly independent financial advice, through his friendly and professional service.
    56
    ยฃ100k+
    Can help with
    Pensions & retirement

  • AAF Financial Ltd

    Torquay
    FCA verified
    AAF Financial Ltd are experts in financial planning, investment management, retirement planning, inheritance tax planning, general tax planning and wealth management. Offices in London, Devon and West Sussex.
    128
    ยฃ0+
    Can help with
    Pensions & retirement
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  • Continuum Financial Services LLP

    Torquay
    FCA verified
    'I am proud to have been helping my clients for over 20 years, providing uncomplicated, clear and meaningful independent advice'.
    147
    ยฃ0+
    Can help with
    Pensions & retirement

  • The Private Office

    Upton pyne
    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. Weโ€™re here to support you.
    30659
    ยฃ100k+
    Can help with
    Pensions & retirement

  • Abigail Stidworthy and Vanessa Taylor, Strategic Solutions, Chartered Financial Planners

    Dartington
    FCA verified
    Strategic Solutions is honoured to have been awarded Moneyfacts Investment adviser of the year both in 2017 and 2015
    66
    ยฃ50k+
    Can help with
    Pensions & retirement

  • J Edward Sellars & Partners Ltd

    Burnham on sea and highbridge
    FCA verified
    689
    ยฃ50k+
    Can help with
    Pensions & retirement

  • Neligan Financial Ltd

    Honiton
    FCA verified
    "I feel reassured that I've worked with someone who has taken the time to really get to know my aspirations for the future and has considered all the options open to me at this point in my life, and how best to ensure I am secure for the future."
    67
    ยฃ150k+
    Can help with
    Pensions & retirement

  • Steve Sims โ€“ 2Plan Wealth Management Ltd

    Plymouth
    FCA verified
    Fully qualified adviser with 12 years experience offering friendly impartial advice for individuals and corporate clients
    < 10
    ยฃ0+
    Can help with
    Pensions & retirement

  • Harbour Wealth Management

    Plymouth
    FCA verified
    100
    ยฃ0+
    Can help with
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of lifeโ€™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 thereโ€™s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.