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

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Total assets
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  • James & Associates Financial Services Ltd

    Minehead

    James & Associates Financial Services Ltd is an innovative practice of like-minded individuals who provide high quality, independent financial advice. We are committed to our clients and are keen to be judged on the value we deliver.

    < 10
    £0+
    Can help with
    Pensions & retirement
    Meet the team
    J
    S
    Initial consultation free
    FCA verified
    Independent
  • Matthew Sulley - AFH Wealth Management

    St athan

    I provide, unbiased, whole of market, independent financial planning and investment management services to clients who value a long-term relationship.

    < 10
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    M
    Initial consultation free
    FCA verified
    Independent
  • Fairstone Group

    Wellington

    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.

    12359
    £0+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
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  • 91
    £0+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Restricted
  • Beesure Financial Planning Ltd

    Barry

    Providing 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.

    66
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Prosperity Wealth - Ciaran Reynolds

    Barry

    Whether you require help buying a home, planning your retirement, saving for the future, or protecting your loved ones. I'm here to guide you through the complexities of personal finance by offering independent, unbiased advice.

    85
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • SFL Wealth Management

    Barry

    Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.

    704
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Flying Colours Advice

    Taunton

    Flying 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.

    18877
    £150k+
    Can help with
    Pensions & retirement
    Meet the team
    +16
    Initial consultation free
    FCA verified
    Independent
  • JBM Wealth

    Taunton

    Welcome to JBM Wealth Management. We offer a comprehensive independent wealth management & financial planning service for all your Investment, Pension, and estate planning needs.

    10
    £250k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Heritage Independent Financial Consultancy Ltd.

    Taunton

    Whilst financial analysis and management can be complex (it's the bit you pay us for), the communication should not be.

    127
    £0+
    Can help with
    Pensions & retirement
    Meet the team
    Initial 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.