Top 10 Independent (IFAs) & Restricted Financial Advisers in Yeovil
Saltus Partners LLP
YeovilOur 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
helped650Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentThe Private Office
YeovilIndependent, 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 & retirementInitial consultation free FCA verified IndependentSaltus Partners LLP
YeovilOur 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
helped650Minimum
wealth£250k+Pensions & retirement+18Initial 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
West cokerWe’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 IndependentStrategic Solutions Chartered Financial Planners
SherborneJames Oliver - Independent Financial Adviser
Clients
helped67Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified Independent- Clients
helped722Minimum
wealth£50k+Pensions & retirementTInitial consultation free FCA verified Restricted Advice Rooms
MartockAdvice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
Clients
helped445Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified Independent- Clients
helped109Minimum
wealth£0+Pensions & retirementJInitial consultation free FCA verified Independent Invest Southwest
AshWe 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 Independent- Clients
helped722Minimum
wealth£50k+Pensions & retirementTInitial consultation free FCA verified Restricted
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.