Top 10 Independent (IFAs) & Restricted Financial Advisers in Throwleigh
Old 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
helped2149Minimum
wealthยฃ100k+Pensions & retirementInitial consultation free FCA verified IndependentAFH Wealth Management LTD
OkehamptonThe UKโs 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
wealthยฃ100k+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 โ we can help.
Clients
helped495Minimum
wealthยฃ100k+Pensions & retirementLInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Lifetime IFA
ColebrookeIndependent 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
wealthยฃ50k+Pensions & retirementInitial consultation free FCA verified IndependentThe Private Office
Bovey traceyIndependent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. Weโre here to support you.
Clients
helped32486Minimum
wealthยฃ100k+Pensions & retirement+45Initial consultation free FCA verified IndependentContinuum Financial Services LLP
Bovey traceyFriendly, local, experienced Independent Financial adviser; providing unbiased financial planning, in a clear and easy to understand way.
Clients
helped166Minimum
wealthยฃ0+Pensions & retirementInitial consultation free FCA verified IndependentAdam McCarthy & Sione Mitchell at True Potential Wealth Management
CreditonWe 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
wealthยฃ150k+Pensions & retirementInitial consultation free FCA verified RestrictedGilbert Stephens Financial Services Ltd
CreditonWe have three qualified IFAs who between them have extensive experience in advising on all aspects of personal financial planning.
Clients
helped14Minimum
wealthยฃ0+Pensions & retirementInitial consultation free FCA verified IndependentOliver Ibrahim at Prydis Wealth
CreditonPrydis 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
wealthยฃ0+Pensions & retirementOInitial 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 โ honour, vigilance and dependability.
Clients
helped187Minimum
wealthยฃ50k+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 lifeโs 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 thereโs no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.