Top 10 Independent (IFAs) & Restricted Financial Advisers in Wick St Lawrence
The Private Office
Weston super mareIndependent, 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
helped32057Minimum
wealth£100k+Pensions & retirement+45Initial consultation free FCA verified IndependentHiren Patel at Arcus Wealth
Weston super mareI'm an Independent Financial Adviser to families & business owners in Bristol & the Southwest. Working with Arcus means you'll be working with an multi award-winning firm with whole of market access, which truly mean the advice is truly about you.
Clients
helped80Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentHartsfield Financial Services Ltd
Weston super mareWe’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
helped267Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Invest Southwest
Weston super mareWe are a multi award winning, established and experienced team of Independent Financial Advisers in Taunton and around the Southwest.
Clients
helped227Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentAscot Lloyd
Weston super mareOne of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
Clients
helped934Minimum
wealth£150k+Pensions & retirementCKRInitial consultation free FCA verified IndependentBeesure Ltd
Weston super mareProviding 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.
Clients
helped386Minimum
wealth£50k+Pensions & retirement+1Initial consultation free FCA verified IndependentChapelwood Financial Planning Ltd
Weston super mareOur prime focus is to clearly identify your needs, and genuinely get you financial results that you couldn't achieve on your own. We build lasting relationships with our clients and offer personal, no-jargon advice on the best financial products for you.
Clients
helped15Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentContinuum (Financial Services) LLP
Weston super mareI work with you to help make your ideal financial future, a reality. Retirement - Investing - Mortgages - Protection - Equity Release - Estate Planning - Later Life Care Funding - Planning for Business Owners - Cash Management Services
Clients
helped112Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentHartsfield Financial Services Ltd
Weston super mareWe’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
helped267Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentFlying Colours Advice
Weston super mareFlying 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
helped18713Minimum
wealth£150k+Pensions & retirement+16Initial 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.