Top 10 Independent (IFAs) & Restricted Financial Advisers in Holsworthy Hamlets
Quilter Cheviot Financial Planning (South West)
KilkhamptonWe’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
Clients
helped128Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified RestrictedOculus Wealth Management - Stephen Pountney
LauncestonWith a presence in Truro, we offer fully Independent Financial Advice for our client's across the region. We offer a free no obligation consultation process. Our advice is then bespoke & tailored for every & every client personal requirements.
Clients
helped228Minimum
wealth£100k+Pensions & retirementSInitial 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 IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.The Private Office
BidefordIndependent, 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.
Clients
helped32472Minimum
wealth£100k+Pensions & retirement+45Initial consultation free FCA verified IndependentCurtis Netherway at Continuum
BidefordRetirement planning expert, offering truly independent financial advice, through his friendly and professional service.
Clients
helped58Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentM&G Wealth Advice
OkehamptonWe provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped490Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedAFH Wealth Management LTD
OkehamptonThe UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
Clients
helped2196Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentOld Royle Wealth Management Ltd
OkehamptonSimply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
Clients
helped2146Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentThe Private Office
BarnstapleIndependent, 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.
Clients
helped32472Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentAdvice Rooms
BarnstapleAdvice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
Clients
helped468Minimum
wealth£0+Pensions & retirementInitial 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.