Top 10 Independent (IFAs) & Restricted Financial Advisers in Somerset
- An experienced & highly qualified IFA who would welcome a friendly 'sales and jargon-free' chat to see how I can help. We offer a unique service at Ifamax where your initial 3 meetings are charge and obligation free. Think of it as a try before you buy!Clients< 10
helpedMinimum£250k+
wealthPensions & retirement - I work with my clients to help make their financial future real, whatever their goal. Retirement - Investing - Mortgages - Protection - Equity Release - Estate Planning - Later Life Care Funding - Planning for Business Owners - Cash Management ServicesClients102
helpedMinimum£50k+
wealthPensions & retirement - Not sure which adviser to pick?Answer a few questions to help us find you the perfect match.
- 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 themClients100
helpedMinimum£0+
wealthPensions & retirement - James & Associates Financial Services Ltd is an innovative practice of like-minded individuals who provide high quality, independent financial advice. We are committed to our clients and are keen to be judged on the value we deliver.Clients< 10
helpedMinimum£0+
wealthPensions & retirement - We offer friendly, contemporary, Independent Financial Advice with good old-fashioned personal service. Our aim is to help you to "Invest In Your Values" with a view to using your finances responsibly and sustainably.Clients84
helpedMinimum£0+
wealthPensions & retirement - I work as an Independent Financial Adviser as part of one of the UK’s leading financial planning led wealth management firms. Providing independent financial planning and investment management services to clients who value a long-term relationship.Clients63
helpedMinimum£50k+
wealthPensions & 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.