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

I need advice on
Total assets
My postcode
First meeting is free

  • William Highbourne Wealth Management

    Exeter
    FCA verified
    We believe that the right approach to money is unique to you, enabling your life choices and ensuring wealth provides you with a life lived to the full. You may have decades of financial experience, or be new to asset management, we listen, we advise.
    368
    £100k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Exeter
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11758
    £0+
    Can help with
    Pensions & retirement

  • Redpath Financial Planning Ltd

    Exeter
    FCA verified
    We provide straight forward, independent advice to ensure you have the right solutions for your future needs. Before preparing a personalised recommendation, we ensure that we fully understand your circumstances and life goals.
    159
    £50k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • Invest Southwest

    Exeter
    FCA verified
    We are a multi award winning, established and experienced team of Independent Financial Advisers in Taunton and around the Southwest.
    170
    £50k+
    Can help with
    Pensions & retirement

  • JBM Wealth

    Exeter
    FCA verified
    Welcome to JBM Wealth Management. We offer a comprehensive independent wealth management & financial planning service for all your Investment, Pension, and estate planning needs.
    Recently added
    £250k+
    Can help with
    Pensions & retirement

  • MJP Financial Planning - True Potential Wealth Management

    Exeter
    FCA verified
    Being a Financial Adviser with True Potential Wealth Management, part of the highly reputable True Potential group, I am dedicated to providing the highest value of service to each and every client through building lasting long term relationships.
    175
    £0+
    Can help with
    Pensions & retirement

  • Prydis Wealth Limited

    Exeter
    FCA verified
    We are Chartered Financial Planners with a passion to find the best solution for our clients.
    50
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Exeter
    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. We’re here to support you.
    30659
    £100k+
    Can help with
    Pensions & retirement

  • Advice Rooms

    Exeter
    FCA verified
    Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
    378
    £0+
    Can help with
    Pensions & retirement

  • Prydis Wealth Limited

    Exeter
    FCA verified
    We are Chartered Financial Planners with a passion to find the best solution for our clients.
    50
    £100k+
    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.