Filter

Clear All

Trending articles

Partner's ads

Financial Advisors in Somerset

List of financial advisors & consultants in Somerset. Find a comprehensive selection of recommended financial advisors & consultants with detailed business profiles, services, and unbiased customer reviews. Get free quotes!
Blackdown Financial

Blackdown Financial

Taunton, Somerset, South West England, TA1 4AJ

We passionately believe that financial products such as pensions, investments and mortgages should be recommended once we know what the client is trying to achieve and what lifestyle they would like to enjoy both now and in the future. Through financial planning we help our clients achieve financial independence, financial security and peace of mind and tell them the truth about their money. less

Five Ways Financial Planning

Five Ways Financial Planning

Weston super Mare, Somerset, South West England, BS22 6WA

Many people will need their capital to support them for 20 or 30 years in retirement. We advise on how to build up enough capital and how to manage it prudently so that it lasts at least as long as you do. The new pension rules from April 2015 make pensions the most attractive UK tax shelter. Most employees, self-employed and business owners can benefit but there are also banana skins among the new rules that you must avoid. less

Robson Taylor

Robson Taylor

Bath, Somerset, South West England, 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. We are a small, well established firm working in Bath and surrounding areas. less

City Financial Planning

City Financial Planning

Taunton, Somerset, South West England, TA1 1RZ

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. Fred has over 40 years experience in the Financial Services industry with 20 years at the Sun Alliances Head Office pensions department, where his specialised experience in all aspects of pension schemes was gained. less

Invest Southwest

Invest Southwest

Taunton, Somerset, South West England, TA1 3NA

Fully authorised and regulated by the Financial Conduct Authority, reference number 469547, we offer the best solutions from the entire market to suit your personal, family and business needs. Getting to know you is key to helping you achieve your goals. This is why we are committed to assigning you your own dedicated adviser with a view to providing. less

Fiona Mayne

Fiona Mayne

Weston super Mare, Somerset, South West England, BS24 7HA

Synergie Financial is a well established and local firm of Independent Financial Advisers with offices in Weston-super-Mare, Gillingham, Dorset and Bath. We pride ourselves on our level of understanding of clients needs, and ensuring we help our clients to achieve their objectives and ambitions. However you picture it, financial independence requires financial planning. That doesn't mean a scattering of individual investments. less

Fidelius

Fidelius

Bath, Somerset, South West England, BA1 2BT

Our customer service agreement is based on building a thorough understanding of your personal values and goals in life - and only then providing you with impartial financial advice and creating a personalised financial plan tailored to your specific objectives. less

Laver Financial

Laver Financial

Weston super Mare, Somerset, South West England, BS23 1YE

How we work with each client will be different. Fundamental to everything we do is to ensure that we give you consistent, professional advice when it is needed. We offer a truly holistic approach to each client's situation. By remaining wholly independent we are able to model our solutions, bringing real value and benefit to each individual. Our reputation has been built on giving advice you can trust, for you, your family and your business. less

Brooks Macdonald Taunton

Brooks Macdonald Taunton

Taunton, Somerset, South West England, TA1 2PX

Brooks Macdonald was founded on the idea that there was a better way of providing private client investment services. Twenty years on, our philosophy of 'doing things differently' remains the basis of our company ethos. Established in 1991 and AIM-listed in 2005, the Group has grown from providing London-based investment management to being an award winning, integrated, wealth management group with offices across the UK and Channel Islands. less

Churchill Investments

Churchill Investments

Winscombe, Somerset, South West England, BS25 1LA

For the record, we are not connected in any way with the dog-and-bone Churchill that sells car insurance. Our aim is to provide a genuinely personal ongoing service and given the depth of experience we have throughout our team we are very well placed to do so. On top of this experience we also have a five strong administration team in place supporting both the advisors and our clients when it comes to the execution of advice. less

Watermark Financial Solutions

Watermark Financial Solutions

Burnham on Sea, Somerset, South West England, TA8 1PE

Watermark Wealth Management is a firm of Independent Financial Advisers based in Burnham-on-Sea, Somerset that is committed to delivering the highest quality independent financial advice and mortgage advice together with structured investment/wealth management solutions to retail, corporate and private clients. less

Sheridan Financial Services

Sheridan Financial Services

Banwell, Somerset, South West England, BS29 6AU

Mortgages are important, they're very personal and they change people's lives. Most of us have to have one, and it's often our biggest expense. At Sheridan Financial Services we're passionate about mortgages. To us they're not simply a set of financial products we sell week in and week out; they're a highly volatile collection of thousands of options we have to completely master to ensure we offer all our clients absolutely the very best mortgage deal for them. less

Belgrave Asset Management

Belgrave Asset Management

Bath, Somerset, South West England, BA1 3AN

Belgrave Asset Management is one of the South West's leading and most established bespoke wealth management firms. We are dedicated to providing a personal financial service that is tailored to our individual clients. We are driven by the belief of our founder and Managing Director, Michael Smith, that because no two people are the same, no two financial solutions should be the same. less

Adanac Financial Services

Adanac Financial Services

Yeovil, Somerset, South West England, BA20 1HE

Adanac Financial Services Ltd was created in 2002. Its foundations are built on the demand for a firm that understands and specialises in the needs of solicitors, accountants and their clients, as well as providing high quality independent financial advice for our private and business clients. Adanac have earned an excellent reputation that extends across the South-West, attributable to our consistent delivery and commitment to all our clients. less

Westcliff

Westcliff

Weston super Mare, Somerset, South West England, BS23 1NN

We are a firm of financial advisers based in North Somerset, UK. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives. As fully independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. less

Can't find your business?

Adding a business to FinancialExpertAdvisors.co.uk is free.
Add business

Frequently Asked Questions and Answers

  1. Click here to navigate to the Login page.
  2. If you haven't yet registered, click here to navigate to the Registration page.
  3. Fill all required fields.
  4. After you have logged in, click on "Add Business.
  5. After you have clicked on "Add Business", you will be redirected to another page.
  6. You can now fill in the details for this Business.
  7. Click on the "Create" button.
  8. Your listing will now be "pending approval".
  9. One of our Administrators will review your listing and decide whether to Approve or Reject it.
We provide the following types of registration: subscription £9.95/per year, £35.95 one-time fee and free registration.
Free listings show up after all Premium listings. You can place your logo, images in the gallery, services, products - but without any links included. You will not be able to receive quotes from our visitors.
  1. Priority listing positioning for city, county, in the search results, and our home page.
  2. A website link on the listing page.
  3. Can add services with links included.
  4. Have access to all submitted free quotes from our visitors.
  1. Increase leads that you can follow up and generate sales from.
  2. Increase your online presence which, these days, is an indispensable commodity.
  3. Allow the thousands of potential customers who use the directory each month to find you.

Most of the usual clients of a financial advisor in Somerset would be either owners of a business, people, who are about to invest in a new startup business or an idea they have in mind, or even older folks planning their retirement. It is usually in front of a big decision or a change we have to make in our lives when we need the help of a financial advisor in Somerset to help us get on the right pat. However, nowadays the clientele of a financial advisor in Somerset is getting more and more variable. People from different walks of life, different age groups, and different plans and priorities would enjoy and need the help of a financial advisor in Somerset. A financial advisor in Somerset is the professional who is trained in helping others gain the financial culture and knowledge they need according to the place in life they are at and where they want to go, what they want to achieve. A financial advisor in Somerset is the person you go to, when you want to make the right steps. Therefore, today we would like to share with you some key tips you can get from a reputable financial advisor in Somerset.

Tip from a Financial Advisor in Somerset: Take Bigger Risks

You are maybe thinking that a financial advisor in Somerset in their right state of mind would never advise you on taking risks. However, the good financial advisor in Somerset knows that risks, when the right ones and at the right time, can bring back some great returns in investment and dedication. A financial advisor in Somerset would encourage the younger clients to take bigger risks, because this is the right time for them to learn to walk and be brave to achieve their goals.

Tip from a Financial Advisor in Somerset: Invest in Yourself

Another important tip from a financial advisor in Somerset you would get is that no matter your age, investing in yourself in a great thing and it will pay off for sure. Especially when investing into improving a set of skills, developing a talent, learning something new or educating yourself, a financial advisor in Somerset will tell you it is all worth it for sure. The single best investment you can make, especially while you are young, is investing in yourself, as a reliable and reputable financial advisor in Somerset won’t get tired to tell you.

Tip from a Financial Advisor in Somerset: Follow Opportunities

Like literary, a good and experienced financial advisor in Somerset can also suggest that literary following the great opportunities is so important. Especially while you are young and carefree, you can easily move out the town, follow you dreams, don’t be afraid to go out of your comfort zone. A reputable and experienced financial advisor in Somerset knows that there is a geography of success. For example, if you live in a small town with less opportunities, but you dream big, a financial advisor in Somerset would suggest you don’t have to be afraid to move out and give yourself the chance to try new and exciting opportunities. Take it from a good financial advisor in Somerset and allow yourself all chances.