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Top Independent Financial Advisers in Wellington, Somerset

A comprehensive list of Wellington, Somerset based financial consultants and advisers offering pension, mortgage, insurance, tax and financial planning & management financial advice services. Read unbiased reviews of local IFAs.

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We are an Independent Financial Adviser based near Poole in Dorset. We have highly experienced team that provides holistic financial planning and Wealth Management services to personal and corporate clients throughout Dorset and South Hampshire. We act with trust and integrity, and our independent status means that we access the full range of regulated financial products and services currently available
Mike Watson — Chris & the Apex CB team have provided help & financial advice to myself For many years. Always polite & courteous & nothing
We provide a highly personal service to private individuals and their businesses. The team's goal is to provide trusted independent expert advice relating to our client's financial planning and investments, delivered with clarity. Whether you require comprehensive financial planning or only require advice on specific areas of your finances, you can be confident we have the expertise to listen to your
Jon Daniels — Thank you so much for your help with the whole process. You have been amazingly supportive, professional and understanding
KEYTE Chartered Financial Planners are passionate about raising standards in the financial services industry, and aim to provide clients with incredible value by delivering excellent service at very competitive cost. Excellent award winning service is delivered by our graduate team of Dip PFS qualified individuals personally trained by Robin Keyte. We are pioneers in client focused fee based advice
P. M. — Sending my best wishes to you and your team at such a difficult time (coronavirus - unprecedented?). Yesterday was the anniversary
Brighton Williams & Partners is an established firm of financial advisers providing a quality, professional financial planning service that is tailored to your needs. We specialise in Investments and Retirement Planning.
T. B. — Company Pension Schemes are a complex area, and whilst I credit myself with decent common sense and a reasonable head for
Baker Davies Limited is a firm of Independent Financial Advisers (IFA's) created originally alongside a firm of Accountants and now work on referrals from both Accountants and Solicitors, as well as Stockbrokers, other professionals and existing clients. Baker Davies offer a highly professional, unbiased and caring service to our clients.
Ma Adams — Baker Davies, and Emma in particular, is very knowledgeable, professional and approachable. Nothing is too much trouble.
At Kellands Cheltenham, we offer financial planning and investment advice for individuals and businesses in Cheltenham, Gloucestershire, Cotswolds, the South West & Wales. We are committed to providing an unrivalled holistic financial planning service, with the aim of delivering bespoke financial solutions for our clients.
Established in 1994, we service the whole of Cheltenham and Tewkesbury, with the majority of our properties being based in Bishops Cleeve and its neighbouring villages. If you would like to hear some more about the properties that we have to offer, register with us today. Whether you're looking for a family home, or a small, short term rental, we have a wide range of properties available.
Helen Watson — We used Cleeve Residential to help us find a new rental home. We have been really impressed with how efficient everything