Money Matters: Discover the Best Financial Advisers in Somerset

Welcome to Invest Southwest, a multi-award winning, highly experienced team of Independent Financial Advisers based in Taunton, Somerset. We offer a wide range of financial strategies and products to suit your personal, family, and business needs. Our team is committed to providing personalized advice and assigning you your own dedicated adviser to help you achieve your goals. Our services include Savings & Investments, Mortgages & Equity Release, Pensions & Retirement Planning, and Protect Yourself & Your Family.

As a leading independent financial adviser, Combined Financial Strategies (CFS) provides award-winning advice on retirement planning, investments, tax efficiency, legacy planning, and more. Led by chartered financial planner Jonothan McColgan, CFS offers a highly personalised service tailored to each client's unique needs. With a focus on building and protecting wealth, CFS helps individuals achieve their financial goals and maintain their lifestyle into retirement. Their expertise includes investments, pensions, tax strategies, and protection, always prioritising clients' hopes and aspirations. With a dedicated team and a commitment to excellence, CFS is a trusted partner for your financial future.

Adanac Financial Services is a specialist financial advice company that provides quality independent financial advice to private clients, business clients, and professional partners. Our team of independent financial advisers, including Chartered Financial Planner Sophie Smith, offer bespoke financial advice in Somerset, Dorset, and nearby Devon. With over 70 years of combined experience, we provide tailored advice for all aspects of financial planning.

At City Financial Planning Limited, we understand that navigating the world of personal finance can be daunting. That's why we offer comprehensive financial planning services, including pension planning, life assurance, income protection, investments, and mortgages. Our independent financial advisers take a holistic approach to managing your finances, recommending solutions tailored to your individual needs. With years of experience in the financial services industry, we provide expert guidance to help you achieve your financial goals.

Blackdown Financial is an independent financial advisors providing expert advice on financial planning, investment, and mortgage services. With over 70 years of combined industry experience, our team is dedicated to helping clients achieve their financial goals. Our services include financial planning, pension planning, investment management, and mortgage advice. Our team consists of experienced IFAs and mortgage advisors who provide personalized advice and guidance.

At Nexus, we provide personalized, clear, and friendly independent financial advice to help our clients achieve their financial goals. Our qualified advisers offer free initial consultations, research thousands of products and mortgage deals, and provide ongoing support to ensure our clients' financial plans remain suitable for their needs. We specialize in investments, pensions, financial protection, mortgage services, and equity release, with a focus on building long-term relationships with our clients. With our expertise and impartial approach, our clients can have confidence in their financial plans and achieve a more secure future.

A Finance Ltd gives advice regarding: Pension planning - Pre-Retirement, At-Retirement and Post-Retirement including drawdown. Investments including ISAs and investment bonds. Life and income protection. Initial consultations are conducted without charge, to assess how we can best help and if you need our advice. To help you deal with the complexities of investments such as Pensions, ISAs, Investment bonds, investment platforms etc. We offer: an initial and ongoing services to meet your individual needs, now and in the future.

Schaefer Financial Management Ltd provides expert financial planning and wealth management services to clients in the UK. With over 30 years of experience, our team of experts works closely with clients to understand their goals and aspirations, designing unique financial plans tailored to their needs. We offer a range of services, including wealth management, retirement planning, and investment solutions. Our approach is built on integrity, caring, collaboration, transparency, and progress. We aim to deliver real, measurable change for our clients, helping them achieve their financial goals and make informed decisions about their financial futures.

At Western Financial Planning Ltd, we offer a comprehensive range of financial services, providing professional and independent advice to individuals, corporate clients, directors, fund managers, trusts, and more. Our services include tailored financial planning, wealth creation, and conserving wealth for our clients. We believe in treating customers fairly, providing a simple and easy to understand advisory process, and offering continued servicing for our clients. We are authorised and regulated by the Financial Conduct Authority, ensuring high standards of service and expert guidance.

Keyte Chartered Financial Planners is an independent financial advisory firm providing expert advice on financial planning, retirement planning, and investment portfolios. With over 30 years of experience, our team is dedicated to helping clients achieve their financial goals while minimizing cost, tax, and exposure to risk. We offer a range of services, including financial planning, investment management, and retirement planning. Our team of experts works closely with clients to understand their unique needs and goals, providing tailored solutions to meet their financial needs.