Top 10 Independent (IFAs) & Restricted Financial Advisers in Uplowman
Invest Southwest
CullomptonWe are a multi award winning, established and experienced team of Independent Financial Advisers in Taunton and around the Southwest.
Clients
helped247Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentContinuum Financial Services LLP
Cullompton'I am proud to have been helping my clients for over 20 years, providing uncomplicated, clear and meaningful independent advice'.
Clients
helped153Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentFairstone Group
WellingtonFairstone 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.
Clients
helped12359Minimum
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.- Clients
helped11Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified Independent JBM Wealth
Stoke canonWelcome to JBM Wealth Management. We offer a comprehensive independent wealth management & financial planning service for all your Investment, Pension, and estate planning needs.
Clients
helped10Minimum
wealth£250k+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
helped354Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified RestrictedLifetime 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 IndependentContinuum 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 IndependentOliver 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 IndependentFairstone Group
HonitonFairstone 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.
Clients
helped12359Minimum
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.