Top 10 Independent (IFAs) & Restricted Financial Advisers in Rockbeare
Lifetime IFA
RockbeareIndependent financial advisers providing advice for all personal finance objectives including Pensions, Investments & Inheritance Tax. We aim to help all our clients achieve their financial goals by delivering honest, realistic and expert advice.
Clients
helped84Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentAdam McCarthy & Sione Mitchell at True Potential Wealth Management
CranbrookWe put our clients interests and financial goals at the heart of our business, priding ourselves in giving expert advice across all areas of financial planning, with a particular specialism in Protection and all aspects of Pension and Retirement Planning.
Clients
helped355Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified RestrictedContinuum Financial Services LLP
CranbrookFriendly, local, experienced Independent Financial adviser; providing unbiased financial planning, in a clear and easy to understand way.
Clients
helped166Minimum
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.Oliver Ibrahim at Prydis Wealth
Broad clystPrydis 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
helped76Minimum
wealth£0+Pensions & retirementOInitial consultation free FCA verified Independent- Clients
helped11Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified Independent Continuum Financial Services LLP
Clyst st georgeFriendly, local, experienced Independent Financial adviser; providing unbiased financial planning, in a clear and easy to understand way.
Clients
helped166Minimum
wealth£0+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 IndependentRedpath Financial Planning Ltd
ExeterWe 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.
Clients
helped171Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentStrategic Solutions Financial Services
ExeterFriendly, Professional, Independent financial advice from local award winning people you can trust.
Clients
helped31Minimum
wealth£100k+Pensions & retirementMInitial consultation free FCA verified IndependentAdvice Rooms
ExeterAdvice 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.