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

I need advice on
Total assets
My postcode
First meeting is free

  • Fairstone Group

    Taunton
    FCA verified
    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.
    11649
    £0+
    Can help with
    Pensions & retirement

  • Sandringham Financial Partners

    Taunton
    FCA verified
    Your money is precious, so let me help you make the most of it. At this difficult time, face to face meetings may not be what you want or need. I am able to provide advice on a remote basis using a combination of phone, email and video conferencing. Advice needs don't go away but can become more urgent so please do get in touch. We can discuss your need s and the best way to achieve them
    105
    £0+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Taunton
    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.
    539
    £250k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • Heritage Independent Financial Consultancy Ltd.

    Taunton
    FCA verified
    Whilst financial analysis and management can be complex (it's the bit you pay us for), the communication should not be.
    126
    £0+
    Can help with
    Pensions & retirement

  • CarterDawes IFA Solutions

    Comeytrowe
    FCA verified
    Helping you plan for your financial future and make those important decisions in life with a holistic approach. I offer bespoke financial advice, believing one size doesn't fit all.
    19
    £0+
    Can help with
    Pensions & retirement

  • Invest Southwest

    Taunton
    FCA verified
    We are a multi award winning, established and experienced team of Independent Financial Advisers in Taunton and around the Southwest.
    162
    £50k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    Taunton
    FCA verified
    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.
    18150
    £150k+
    Can help with
    Pensions & retirement

  • Heritage Independent Financial Consultancy Ltd.

    Taunton
    FCA verified
    A 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 .
    361
    £50k+
    Can help with
    Pensions & retirement

  • Six Q Financial Planning Limited

    Wellington
    FCA verified
    Six Q Financial Planning provides independent financial planning and advice. Our purpose is to help you identify and achieve your aims and objectives.
    63
    £100k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Wellington
    FCA verified
    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.
    11649
    £0+
    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.