Top 10 Independent (IFAs) & Restricted Financial Advisers in Compton Bishop
Saltus Partners LLP
WedmoreOur 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.
Clients
helped674Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentHartsfield Financial Services Ltd
WedmoreWe’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 RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match. Daniel Chard at True Potential Wealth Management
WedmoreAs a Financial Adviser with True Potential Wealth Management I’m committed to delivering better value and choice for my clients.
ClientsRecently added
helpedMinimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentFlying Colours Advice
ChurchillFlying 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 IndependentCrystal Wealth Management
ChurchillAward Winning Independent Adviser acting in YOUR Best Interests. Let's Optimise your wealth so that you can afford your best life and retirement.
Clients
helped71Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentBeesure Ltd
Weston super mareProviding independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.
Clients
helped396Minimum
wealth£50k+Pensions & retirement+1Initial consultation free FCA verified IndependentInvest Southwest
Weston super mareWe 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 IndependentAscot Lloyd
Weston super mareOne of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
Clients
helped981Minimum
wealth£150k+Pensions & retirementCKRInitial consultation free FCA verified Independent- Clients
helped733Minimum
wealth£50k+Pensions & retirementTInitial 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.