Top 10 Independent (IFAs) & Restricted Financial Advisers in Whitestone
Invest Southwest
ExeterWe 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 IndependentAdvice Rooms
ExeterAdvice Rooms is a space for all individuals to receive advice regarding their financial & retirement planning.
Clients
helped468Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentGilbert Stephens Financial Services Ltd
ExeterWe have two qualified IFAs who between them have extensive experience in advising on all aspects of personal financial planning.
Clients
helped13Minimum
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.Prydis 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 IndependentAlan Gledhill at Aitana Financial Services
ExeterOur mission is to provide an exceptional financial planning service with a professional and compassionate approach.
Clients
helped134Minimum
wealth£0+Pensions & retirementInitial 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 – honour, vigilance and dependability.
Clients
helped187Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentFairstone Group
ExeterFairstone 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 IndependentJBM Wealth
ExeterWelcome 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
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
helped354Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified RestrictedAbacus 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 – honour, vigilance and dependability.
Clients
helped187Minimum
wealth£50k+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.