Find the Best Financial Advisers in South Molton

Browse financial advisers serving South Molton, from specialists in personal financial planning to advisers supporting business owners. Review their advice services and client feedback, then contact suitable professionals about your financial goals and consultations.
14 reviews
Lowndes Halsden & Partners Limited
Cardiff, CF14 (43.3 mi mi)
34 Years
14 reviews
Lowndes Halsden & Partners is an independent financial advisory firm based in Cardiff, specialising in wealth management, pensions, investments, and mortgage solutions. We provide tailored financial planning services to private individuals and businesses, combining expert knowledge with a personal approach. Our FCA-regulated services focus on creating long-term financial security for clients through comprehensive, tax-efficient strategies.
Investments Pensions Life Insurance
Excellent service Highly recommended Very helpful adviser
6 reviews
Dunn & Baker
Exeter, EX1 (24.7 mi mi)
6 reviews
Dunn & Baker is a long-established law firm providing expert legal services in Exeter and surrounding areas. Specialising in family law, dispute resolution, medical negligence, and commercial property, we combine over 135 years of experience with national network resources through QualitySolicitors. Our client-focused approach ensures tailored solutions with accredited specialists across key legal disciplines.
Family Law Wills & Probate Personal Injury
5 reviews
Watermark Financial Services
Burnham-on-Sea, TA8 (40.1 mi mi)
36 Years
5 reviews
Watermark Financial Services provides bespoke financial planning services for individuals, businesses, and trustees. We specialise in tax-efficient wealth management, pension consolidation, and business succession planning. Our client-centric approach combines technical expertise with ongoing coaching to ensure long-term financial security.
Financial Planning Tax Efficiency Strategies Investment Management
Trusted adviser Professional standards Excellent care
AMIFA
Porth, CF39 (45.5 mi)
2 reviews
AMIFA
Porth, CF39 (45.5 mi mi)
2 reviews
AMIFA provides expert legal and financial services, including probate administration, tax planning, estate management, and will writing. Based in Porth, we combine local accessibility with professional partnerships to deliver fixed-fee solutions tailored to individual needs. Our services prioritise clarity, affordability, and client support during emotionally challenging times.
Probate Services Tax Planning Estate Management
1 review
Financial Planning Wales
Cardiff, CF11 (43.3 mi mi)
27 Years
1 review
Financial Planning Wales is a chartered financial advisory firm established in 1999, offering independent financial planning and investment management services to UK individuals and businesses. Our client-centric approach focuses on long-term wealth management through goals-based strategies and proactive financial guidance. We combine technical expertise with ethical standards to help clients achieve their financial aspirations.
Financial Planning Investment Management Pension Planning
Expertise Approachable Proactive guidance
7 reviews
Manning & Co
Ivybridge, PL21 (43.4 mi mi)
7 reviews
Manning & Co and Company is an independent financial advisory firm based in Ivybridge, Devon. Specialising in mortgages, pensions, equity release, and protection insurance, we provide impartial advice to individuals and businesses across the UK. With over 30 years of experience, our Chartered Financial Planners deliver tailored solutions that prioritise client goals through life planning approaches.
Mortgages Pensions Equity Release
Extremely professional Positive about my pension Personalised service
Not rated yet
Howard Financial Services
Exeter, EX2 (24.7 mi mi)
15 Years
Not rated yet
Howard Financial Services Financial Services provides independent financial advice specialising in investment management, retirement planning, and tax-efficient financial strategies. Our FCA-regulated services cater to both individual and business clients seeking impartial guidance across the full spectrum of financial products. We combine market expertise with personalised service to help clients achieve long-term financial security.
Investment Advice Retirement Planning Financial Protection
Loughtons Ltd
Newton Abbot, TQ13 (34.5 mi)
31 Years
Not rated yet
Loughtons Ltd
Newton Abbot, TQ13 (34.5 mi mi)
31 Years
Not rated yet
Loughtons Ltd is an independent financial advisory firm based in Bovey Tracey, Devon, specialising in holistic financial planning and investment management. Established in 1995, we help individuals and trustees achieve long-term financial security through bespoke strategies tailored to their unique needs. Our services encompass retirement planning, tax-efficient estate solutions, and portfolio management, delivered with a commitment to integrity and client-centric service.
Financial Planning Investment Portfolio Management Retirement Planning
Excellent adviser Good advice Trustworthy
Not rated yet
QHFS Ltd
Newton Abbot, TQ12 (34.5 mi mi)
Not rated yet
QHFS is a privately-owned independent financial advisory firm providing comprehensive and impartial guidance for individuals, families, and business owners. We deliver evidence-based financial planning, investment management, and owner-managed business strategies tailored to your long-term objectives. Our primary purpose is to offer transparent, unrestricted advice that helps you navigate complex financial decisions with absolute clarity and confidence.
Financial Planning Investments Business Owners
Not rated yet
Thomas & Gentry IFA
Ottery St Mary, EX11 (31.5 mi mi)
23 Years
Not rated yet
Thomas & Gentry IFA provides independent financial advisory services to individuals and businesses in Devon and surrounding areas. Specialising in protection, mortgages, pensions, and investment planning, we deliver tailored solutions grounded in technical expertise and client-focused service. With Chartered-qualified advisers and FCA authorisation, we combine decades of industry experience with a commitment to regulatory compliance and ethical standards.
Protection Mortgages Savings and Investments
Exeter (24.7 mi) Taunton (32.7 mi) Newton Abbot (34.5 mi) Cardiff (43.3 mi) Plymouth (46.4 mi) Barnstaple (9.9 mi) Ottery St Mary (31.5 mi) Porthcawl (32.5 mi) Exmouth (33.6 mi) Tavistock (34.7 mi)