Top 10 Independent (IFAs) & Restricted Financial Advisers in Midsomer Norton

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  • Saltus Partners LLP

    Midsomer norton
    FCA verified
    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.
    650
    £250k+
    Can help with
    Pensions & retirement

  • M&G Wealth Advice

    Westfield
    FCA verified
    We 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.
    389
    £100k+
    Can help with
    Pensions & retirement

  • J Edward Sellars & Partners Ltd

    Westfield
    FCA verified
    722
    £50k+
    Can help with
    Pensions & retirement
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  • Cole Gunning - Financial Adviser

    Midsomer norton
    FCA verified
    Proud, 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

  • The Private Office

    Westfield
    FCA verified
    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.
    32057
    £100k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Radstock
    FCA verified
    We’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.
    267
    £150k+
    Can help with
    Pensions & retirement

  • Lee Wyllie – True Potential Wealth Management

    Timsbury
    FCA verified
    For more than 30 years, I’ve been helping individuals, families and businesses achieve their financial goals. I have a wealth of knowledge and experience, and specialise in providing tailored advice on retirement planning and wealth management.
    12
    £100k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Peasedown st john
    FCA verified
    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.
    650
    £250k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Clutton
    FCA verified
    We’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.
    267
    £150k+
    Can help with
    Pensions & retirement

  • Mark Thomas Abacus Advisers

    Bath
    FCA verified
    By 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.
    25
    £50k+
    Can help with
    Pensions & retirement

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.