Top 10 Independent (IFAs) & Restricted Financial Advisers in Dunkerton And Tunley
Saltus Partners LLP
Peasedown st johnOur 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 IndependentMark Thomas Abacus Advisers
BathBy putting our clients at the heart of everything we do, we provide high quality, independent and jargon-free financial advice. We are passionate about helping our clients protect and grow their assets so they can achieve their aspirations.
Clients
helped28Minimum
wealth£50k+Pensions & retirementMInitial consultation free FCA verified IndependentQuilter Cheviot Financial Planning (South West)
BathWe’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
Clients
helped128Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.M&G Wealth Advice
BathWe provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped490Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedFlying Colours Advice
BathFlying 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 IndependentMy Pension Expert
BathWe’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated, independent financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
Clients
helped335Minimum
wealth£0+Pensions & retirement+4Initial consultation free FCA verified IndependentHartsfield Financial Services Ltd
RadstockWe’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 IndependentTruly Independent
BathOffering a free initial meeting, we provide independent regulated advice on pensions and investment planning. We take the stress out of investing and provide personalised independent financial advice.
Clients
helped262Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentAdvice Rooms
BathAdvice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
Clients
helped468Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentThe Private Office
WestfieldIndependent, 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.
Clients
helped32472Minimum
wealth£100k+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.