Explore Financial Advisers Serving Somerset

Review the services of 19 financial advisers in Somerset, including Bath, Taunton and Clevedon. Whether you need pension advice, investment planning or ongoing financial guidance, look for relevant professionals and enquire about consultations and fees.
We are FCA-authorised and regulated for compliance and client protection
Independent financial planning and wealth management services in Bath. Specialising in pensions, investments, and mortgages, we provide tailored advice to secure your financial future.
Retirement Planning Pension Advice Wealth Management
2 reviews
Invest Southwest
19 Years
2 reviews
Free initial consultation with no time limits
Award-winning independent financial advisers in Taunton offering expert guidance on pensions, mortgages, investments, and protection. Free initial consultation with qualified advisers.
Financial Planning Mortgage Advice Pension Planning
Award-winning financial advisory services with multiple industry accolades
Pilgrim Financial Planning provides tailored wealth management services including financial planning, investment management, and tax-efficient solutions for high-net-worth individuals and institutions.
Financial Planning Investment Management Tax Planning
We have over 30 years of experience in financial planning.
Heritage & Co & Co delivers tailored financial advice in Holcombe, Somerset. Specialising in investment, retirement, and corporate planning, our experienced team offers personalised solutions for lasting wealth management.
Investment Planning Retirement Planning Corporate Services
We offer 25+ years of specialist experience in equity fund management
Chelverton Asset Management offers expert investment management services with a focus on long-term growth and responsible investing in the UK.
UK Equity Income Fund European Select Fund Global Technology Fund
Not rated yet
Rumwell Financial Services
13 Years
Not rated yet
We have extensive experience in financial planning and advisory services.
Rumwell Financial Services offers expert financial advice in Cullompton, Devon. Specialising in pensions, investments, life cover, and tax planning, we help clients secure their financial futures with tailored solutions.
Savings and Investments Life cover and critical illness Pensions and Annuities
We are regulated by the Financial Conduct Authority for compliance and ethical standards
Independent financial advisers in Bath offering pensions, investments, mortgages, and corporate financial planning. FCA regulated with Chartered professionals. Tailored solutions for your financial future.
Pension Planning Life Assurance Income Protection
We offer 20+ years of independent financial advisory experience with transparent fee structures
Bright Financial Planning offers personalized financial advisory services in Ilminster, Somerset. Specializing in life-centred financial planning, we help clients achieve financial independence through retirement planning, wealth management, and estate st
Financial Planning Wealth Management Retirement Planning
We offer over 50 years of experience in financial planning and investment advice.
Trusted financial advisers in Clevedon with over 50 years of experience. Offering tailored investment, pension, and wealth management solutions across Bristol and Somerset.
Investment Advice Wealth Management Financial Planning
Not rated yet
Nexus IFA
27 Years
Not rated yet
We offer free initial consultations with qualified advisers.
Nexus IFA provides expert financial and mortgage advisory services in Bridgwater. Our independent advisers offer impartial recommendations tailored to your individual financial goals.
Investments Pensions Financial Protection