Top 10 Independent (IFAs) & Restricted Financial Advisers in Burnhamonsea And Highbridge
Invest Southwest
Burnham on sea and highbridgeWe 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 Independent- Clients
helped733Minimum
wealth£50k+Pensions & retirementTInitial consultation free FCA verified Restricted - Clients
helped733Minimum
wealth£50k+Pensions & retirementTInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match. Hymans Robertson Personal Wealth
Weston super mareGet expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
Clients
helped125Minimum
wealth£100k+Pensions & retirement+7Initial consultation free FCA verified IndependentHeritage Independent Financial Consultancy Ltd.
WembdonA fully Independent Company putting the clients interest first and building close relationships on an ongoing professional basis. Pension consolidation and drawdown specialists. Advising clients for 24 years .
Clients
helped370Minimum
wealth£50k+Pensions & retirementL+3Initial consultation free FCA verified IndependentAlan Gledhill at Aitana Financial Services
BridgwaterOur 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 IndependentFairstone Group
BridgwaterFairstone 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 IndependentHartsfield Financial Services Ltd
Weston super mareWe’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
Clients
helped273Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified Independent- Clients
helped733Minimum
wealth£50k+Pensions & retirementTInitial consultation free FCA verified Restricted Flying Colours Advice
Weston super mareFlying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped18877Minimum
wealth£150k+Pensions & retirement+16Initial 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.