Financial Advisers
in Somerset

Looking for a financial advisor in Somerset? Here you will find a comprehensive list of recommended financial advisors with detailed business profiles, services, products, customer reviews and ratings. Get multiple free quotes!

  •   Get multiple free quotes
  •   Local trusted businesses
  •   Choose the best quote

Recommended Financial Advisors

Sheridan Financial Services
Sheridan Financial Services 07738 223802
Somerset, Banwell, BS29 6AU

As professional Independent Mortgage Brokers we have access to the full range of products and services available in the UK, as opposed to a Tied Agent or Company Representative who may only advise and offer products from the company they represent.
Robson Taylor
Robson Taylor 01225 331000
Somerset, Bath, BA1 1JT

Robson Taylor IFA Ltd provides totally independent, jargon free financial advice in plain English to individuals and companies in a transparent and honest manner. Being Independent means that we are not tied to any providers/services. We will work on your behalf using our knowledge of the whole market place, having the freedom and experience to recommend unbiased financial strategies.
Positive Wealth Creation Ltd
Positive Wealth Creation Ltd 01278 788646
Somerset, Burnham on Sea, TA8 1AW

As a provider of independent financial advice, our aim is to work with you to understand where you are now, what you wish to accomplish or create, what is important to you and the challenges you face, to create tailor made financial plans.
Nailsea Financial Services
Nailsea Financial Services 01275 852000
Somerset, Nailsea, BS48 1AH

We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site but we would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.
Moorbridge Financial Services
Moorbridge Financial Services 01458 860030
Somerset, Glastonbury, BA6 9TX

At Moorbridge we provide professional independent financial advice where our emphasis is on clarity, integrity and client care. Being an independent firm means that we can advise on products from the whole of the financial market and are not restricted by ties to a limited number of companies and their products.
Lyn Financial Services
Lyn Financial Services 01823 423800
Somerset, Taunton, TA1 3NN

Welcome to Lyn Financial Services website, which offers you basic product information for mortgages, life assurance, mortgage protection, critical illness cover, income protection, accident sickness and unemployment cover, investment bonds and annuities.
Laver Financial
Laver Financial 01934 645511
Somerset, Weston super Mare, BS23 1YE

As one of a limited number of Wealth Managers who can manage your money on a daily basis, we can genuinely say, we make delivering your financial goals achievable.
Forward Financial
Forward Financial 01823 669897
Somerset, Wellington, TA21 8AG

At Forward Financial Planning we offer a comprehensive financial review and advice service to clients both old and new. We are an established and progressive Independent Financial Adviser company looking to stand out from the crowd for the right reasons!
Bevan Financial Management
Bevan Financial Management 0845 121 4743
Somerset, Wells,

For me, helping you master your business finances is about you building the 'best' business for you. 'Best' will mean different things to different people. For some, 'best' means achieving a Richard Branson level of success, but for others it means having a business that provides them enough income, and time, to do their favourite hobby.
Churchill Investments
Churchill Investments 01934 844444
Somerset, Winscombe, BS25 1LA

We are independent financial advisers specialising in investment, where we have specialist expertise. We have been trading since 1996 and are based in Winscombe, a North Somerset village about 15 miles south of Bristol on the A38. This location suits us very well, and since we will meet clients wherever it is convenient, they do not have to trek out to Winscombe to meet us. The village does, though, contain an excellent pub and restaurant.

Somerset