Find an Independent or Restricted Financial Adviser
- Head quartered in the UK (and with offices in Switzerland, Australia, the USA, Hong Kong and Ireland), we've been helping clients achieve their financial goals for nearly 20 years, since the inception of the company in 2004.Clients58
helpedMinimum£150k+
wealthPensions & retirement - We are friendly, approachable advisers offering sound lifestyle financial planning and advice. We will provide you with advice in plain English that you can understand. We can hold meetings face to face, remotely via Zoom or by telephone.Clients39
helpedMinimum£100k+
wealthPensions & retirement - Not sure which adviser to pick?Answer a few questions to help us find you the perfect match.
- We specialise in helping individuals and families with their retirement plans. We have been in Caterham since 2002, and, due to Coronavirus, can offer meetings in our newly-refurbished offices, online or telephone to suit.Clients176
helpedMinimum£50k+
wealthPensions & retirement - We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profileClients1583
helpedMinimum£50k+
wealthPensions & retirement - Our approach is centered around understanding your unique aspirations, objectives, and concerns. We firmly believe that without this critical information, crafting a financial plan would be pointless.Clients917
helpedMinimum£50k+
wealthPensions & retirement - Providing experienced financial advice - friendly, ethical, knowledgeable and professional. Abacus Associates can look after all your financial needs. Our ethos is founded on traditional values – honour, vigilance and dependability.Clients62
helpedMinimum£50k+
wealthPensions & retirement
How can a financial adviser help me?
An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:
- Accessing your pensions
- Choosing how to take your pension income
- Investing for the medium or long term
- Protecting your family finances
- Finding life insurance, critical illness cover and income protection
- Starting a business
- Setting up and managing a personal pension
- Funding long-term care for yourself or a loved one
- Leaving an inheritance while minimising tax
Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.
Why use Unbiased?
Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.