Top 10 Independent (IFAs) & Restricted Financial Advisers in Shepton Mallet
- Clients
helped730Minimum
wealth£50k+Pensions & retirementTInitial consultation free FCA verified Restricted Hartsfield Financial Services Ltd
EvercreechWe’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 IndependentFlying Colours Advice
WellsFlying 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
helped18788Minimum
wealth£150k+Pensions & retirement+16Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Hartsfield Financial Services Ltd
WellsWe’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 IndependentCole Gunning - Financial Adviser
Midsomer nortonProud, 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.
Clients
helped< 10Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedSaltus Partners LLP
Midsomer nortonOur 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
helped664Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentM&G Wealth Advice
WestfieldWe 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
helped429Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified Restricted- Clients
helped730Minimum
wealth£50k+Pensions & retirementTInitial consultation free FCA verified Restricted - Clients
helped116Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified Independent The 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
helped32220Minimum
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.