Top 10 Independent (IFAs) & Restricted Financial Advisers in Somerset

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  • Perennial Wealth

    Glastonbury
    FCA verified
    Truly independent financial advice tailored to your needs.
    107
    £250k+
    Can help with
    Pensions & retirement

  • J Edward Sellars & Partners Ltd

    Burnham on sea and highbridge
    FCA verified
    689
    £50k+
    Can help with
    Pensions & retirement

  • Invest Southwest

    Burnham on sea and highbridge
    FCA verified
    We are a multi award winning, established and experienced team of Independent Financial Advisers in Taunton and around the Southwest.
    160
    £50k+
    Can help with
    Pensions & retirement
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  • CarterDawes IFA Solutions

    Comeytrowe
    FCA verified
    Helping you plan for your financial future and make those important decisions in life with a holistic approach. I offer bespoke financial advice, believing one size doesn't fit all.
    19
    £0+
    Can help with
    Pensions & retirement

  • Craig Williams - Golden Valley Financial Planning Limited

    Frome
    FCA verified
    We are proud to be a partner of M&G Wealth Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.
    Recently added
    £100k+
    Can help with
    Pensions & retirement

  • Crystal Wealth Management

    Wedmore
    FCA verified
    Award Winning Independent Adviser acting in YOUR Best Interests. Let's Optimise your wealth so that you can afford your best life and retirement.
    65
    £100k+
    Can help with
    Pensions & retirement

  • J Edward Sellars & Partners Ltd

    Keinton mandeville
    FCA verified
    689
    £50k+
    Can help with
    Pensions & retirement

  • Continuum Financial Services LLP

    Chedzoy
    FCA verified
    Friendly, local, experienced Independent Financial adviser; providing unbiased financial planning, in a clear and easy to understand way.
    137
    £0+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Frome
    FCA verified
    Fairstone 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.
    11643
    £0+
    Can help with
    Pensions & retirement

  • Advice Rooms

    Martock
    FCA verified
    Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
    369
    £0+
    Can help with
    Pensions & retirement

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.