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Which Financial Adviser Should You Choose in Somerset?

Review 16 financial advisers across Somerset, including Bath, Taunton and Clevedon, and find out what each professional offers. Consider client feedback and business details, then shortlist advisers who provide the type of financial guidance you need.
Bath (6)
Burnham-on-Sea (1)
Clevedon (2)
Ilminster (1)
Radstock (1)
Taunton (4)
Yeovil (1)
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Invest Southwest
19 Years
Not rated yet
We offer free, no-obligation initial consultations.
Award-winning independent financial advisers in Taunton, Somerset. Specialising in pensions, mortgages, investments, and protection planning. Free initial consultation. Regulated by the FCA.
Savings & Investments Retirement Planning Mortgage Advice
01823 353970 Call Profile
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Premier Financial Planning
16 Years
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We offer independent, unbiased financial advice regulated by the FCA
Trusted independent financial planning services in Corsham. Expert retirement, investment, and mortgage advice tailored to your unique circumstances.
Retirement Planning Pension Advice Wealth Management
01225 581222 Call Profile
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McKenzie & Co
16 Years
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We offer 15+ years of experience in client-focused financial planning
Trusted financial advisers in Bristol offering tailored investment planning, pension strategies, and wealth management solutions. Partnered with St. James's Place for award-winning expertise.
Investment Planning Pension Strategies Tax Efficiency
01225 696944 Call Profile
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Combined Financial Strategies
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We offer bespoke financial planning tailored to individual client needs
Award-winning financial advisers in Bath offering expert retirement planning, investment management, and tax efficiency solutions. Personalised financial strategies for UK clients since 2014.
Retirement Planning Investment Management Tax Efficiency
01225 471462 Call Profile
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Blackdown Financial
Not rated yet
We offer independent, whole-of-market financial advice tailored to individual needs
Expert independent financial and mortgage advice in Taunton. Blackdown Financial offers tailored solutions for retirement planning, investments, and mortgages with a client-focused approach.
Financial Planning Mortgage Advice Investment Management
01823 321616 Call Profile
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Huw Watts Independent Financial Planning
30 Years
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We offer 28 years of independent financial advisory experience since 1996
Trusted independent financial advisers in Clevedon offering expert mortgage, pension, investment, and life assurance services since 1996.
Mortgages Pensions Investments
01275 871888 Call Profile
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Bright Financial Planning
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We are Independent Financial Advisors with no product sales bias
Bright Financial Planning provides comprehensive financial planning and wealth management services in Ilminster, Somerset, helping clients achieve financial independence through personalized strategies and transparent advice.
Financial Planning Wealth Management Retirement Planning
01460 57971 Call Profile
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Adam Cockerham Chartered Financial Planner
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Chartered Financial Planner with Fellow status from The Personal Finance Society
Expert financial planning services in Corsham. Chartered Financial Planner offering tailored investment advice, retirement planning, and tax-efficient solutions across the UK.
Protection Planning Commercial Financial Advice Retirement Planning
07468 897479 Call Profile
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Heritage & Co
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Over 30 years of experience in financial planning
Heritage & Co & Co offers tailored financial planning and investment advice in Holcombe, Somerset. Trusted financial advisers for over 30 years, specialising in wealth management and retirement planning.
Investment planning Retirement planning Protection planning
01761 233252 Call Profile
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Adanac Financial Services
24 Years
Not rated yet
Over 70 years of combined experience in financial advisory services
Trusted independent financial advisers in Yeovil, offering tailored financial planning, retirement, and protection services for individuals and businesses in Somerset, Dorset, and Devon.
Retirement Planning Family Protection Equity Release
01935 848764 Call Profile