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

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Total assets
My postcode
  • Craig Williams - Golden Valley Financial Planning Limited

    Frome

    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
    Meet the team
    C
    Initial consultation free
    FCA verified
    Restricted
  • The Private Office

    Frome

    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.

    30705
    £100k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Meridian Financial Services

    Frome

    Our goal is to deliver high quality advice to both personal and commercial clients.

    29
    £0+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
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  • Washington Square

    Frome

    We offer friendly, contemporary, Independent Financial Advice with good old-fashioned personal service. Our aim is to help you to "Invest In Your Values" with a view to using your finances responsibly and sustainably.

    90
    £0+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Saltus Partners LLP

    Frome

    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.

    570
    £250k+
    Can help with
    Pensions & retirement
    Meet the team
    +18
    Initial consultation free
    FCA verified
    Independent
  • MPI Financial Advice

    Frome

    We provide a free update & advice service to help you understand your plans.

    4217
    £0+
    Can help with
    Pensions & retirement
    Meet the team
    S
    H
    Initial consultation free
    FCA verified
    Independent
  • Premier Financial Planning Ltd

    Frome

    Working in financial services for 27 years and specialising in investments and pensions to help clients grow their capital and enjoy retirement.

    < 10
    £100k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Fairstone Group

    Frome

    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.

    11763
    £0+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Cole Gunning - Financial Adviser

    Frome

    Local, understanding, jargon-free. With extensive financial advice knowledge, I am dedicated to helping individuals and families navigate their financial journeys. My local perspective and I am here to provide personalized guidance every step of the way.

    Recently added
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Restricted
  • Cole Gunning - Financial Adviser

    Westbury

    Local, understanding, jargon-free. With extensive financial advice knowledge, I am dedicated to helping individuals and families navigate their financial journeys. My local perspective and I am here to provide personalized guidance every step of the way.

    Recently added
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Restricted

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.