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

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  • Carter Dawes

    Honiton
    FCA verified
    I am Devon born and bred and have clients covering large areas of the Southwest, particularly East Devon, as well as remote clients farther afield. I am happy to travel to you and have a relaxed approach to holistic financial planning.
    51
    £0+
    Can help with
    Pensions & retirement

  • The Private Office

    Newton abbot
    FCA verified
    Independent, 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.
    27335
    £100k+
    Can help with
    Pensions & retirement

  • Navigation Financial Planning Limited

    Paignton
    FCA verified
    Friendly, professional independent financial advice from the whole of the market to secure and protect your financial health and future.
    49
    £50k+
    Can help with
    Pensions & retirement
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  • Ben Middleton at True Potential Wealth Management LLP

    Plymouth
    FCA verified
    Helping my clients achieve their financial goals is at the heart of my business. I have been in financial services for over 26 years and have a wealth of knowledge and expertise in pensions, including Defined Benefit schemes and investments.
    212
    £150k+
    Can help with
    Pensions & retirement

  • Andy Hawkins at 2Plan Wealth Management

    Exeter
    FCA verified
    The importance of financial planning gives us all a chance to plan our futures in the knowledge that we will have a prosperous retirement. I believe in offering exceptional value to my clients through reduced investment charges and great service.
    52
    £0+
    Can help with
    Pensions & retirement

  • Intelligent Pensions

    Plymouth
    FCA verified
    We work with clients from their 40s into retirement. Our team of independent, experienced and highly rated advisers will help you achieve the retirement you always hoped for.
    25
    £150k+
    Can help with
    Pensions & retirement

  • Advice Rooms

    Exeter
    FCA verified
    Advice Rooms is a space for all individuals to receive advice regarding their financial & retirement planning.
    206
    £50k+
    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.
    75
    £50k+
    Can help with
    Pensions & retirement

  • Carter Dawes

    Exmouth
    FCA verified
    I am Devon born and bred and have clients covering large areas of the Southwest, particularly East Devon, as well as remote clients farther afield. I am happy to travel to you and have a relaxed approach to holistic financial planning.
    51
    £0+
    Can help with
    Pensions & retirement

  • Flying Colours

    Plymouth
    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.
    17094
    £100k+
    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.