Top 10 Independent (IFAs) & Restricted Financial Advisers in Pawlett
Heritage 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 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
helped12360Minimum
wealth£0+Pensions & retirementInitial 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 IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.- Clients
helped733Minimum
wealth£50k+Pensions & retirementTInitial consultation free FCA verified Restricted 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
helped248Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentCraig Williams - Golden Valley Financial Planning Limited
North pethertonWe are proud to be a partner of M&G Wealth Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.
Clients
helped15Minimum
wealth£0+Pensions & retirementCInitial consultation free FCA verified Restricted- Clients
helped733Minimum
wealth£50k+Pensions & retirementTInitial consultation free FCA verified Restricted 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 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 IndependentSaltus 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 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.