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Top 10 Independent (IFAs) & Restricted Financial Advisers in Seer Green

Find the best FCA regulated financial advisers in Seer Green. Get expert help near you with pensions, investments, retirement planning and more
Seer Green, Buckinghamshire
Evelyn Partners

Evelyn Partners

Chalfont st giles
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
1077
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Saltus Partners LLP

Saltus Partners LLP

Beaconsfield
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1069
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
YLT Wealth Management

YLT Wealth Management

Beaconsfield
Initial consultation free
FCA verified
Restricted
YLT Wealth Management have been providing financial advice for over 13 years.  We provide broad based advice to professionals and retired inviduals, helping them with taylored and practical solutions to the financial issues that concern them.
Clients
helped
17
Minimum
wealth
£100k+
Meet the team
Yannick Le Touze
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
The Private Office

The Private Office

Beaconsfield
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
39961
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Lumin Wealth

Lumin Wealth

Beaconsfield
Initial consultation free
FCA verified
Independent
Lumin Wealth is an award-winning Chartered firm and amongst the top financial advisers in the UK. 3,500 families have chosen us as a trusted partner for their wealth management.
Clients
helped
352
Minimum
wealth
£150k+
Meet the team
Martin Cotter
Jon Hussey
Joe Fisher
Sara Moore
Will Harries
+5
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Redmayne Bentley Investment Managers

Redmayne Bentley Investment Managers

Beaconsfield
Initial consultation free
FCA verified
Independent
At Redmayne Bentley, we bring extensive experience in bespoke investment management and financial planning with over 25 office locations nationwide.
Clients
helped
163
Minimum
wealth
£100k+
Meet the team
Paul Keith-Jopp
James Andrews
Roy Kaitcer
Can help with
Financial planning
Investments
Savings
Long Term Care
Stockbroking services
Tindle Wealth Management Ltd

Tindle Wealth Management Ltd

Chalfont st peter
Initial consultation free
FCA verified
Restricted
As an independently owned and specialised firm, we offer institutional quality financial advice and investment management, tailored to the individuals and families that we serve.
Clients
helped
20
Minimum
wealth
£500k+
Meet the team
Julius Morgan-Giles
Scott Tindle
Amy Claxton
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Stockbroking services
Chapel Wealth Management

Chapel Wealth Management

Chalfont st giles
Initial consultation free
FCA verified
Restricted
Chapel Wealth Management has been providing financial advice for over 25 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
34
Minimum
wealth
£100k+
Meet the team
Ryan Eaton
Anthony Parker
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Fabrizio Armieri at True Potential Wealth Management

Fabrizio Armieri at True Potential Wealth Management

Chalfont st giles
Initial consultation free
FCA verified
Independent
With True Potential Wealth Management, you will benefit from quality, bespoke financial advice that focuses on your personal goals and aspirations, helping you do more with your money.
Clients
helped
48
Minimum
wealth
£50k+
Meet the team
Fabrizio Armieri
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
James Gregory at True Potential Wealth Management

James Gregory at True Potential Wealth Management

Chalfont st giles
Initial consultation free
FCA verified
Restricted
As a Charted Financial Planner, I specialise in pre- and post-retirement planning, including pension consolidation, savings and investments, and estate planning.
Clients
helped
57
Minimum
wealth
£0+
Meet the team
James Gregory FPFS
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Frequently Asked Questions about Financial Advisers in Seer Green