Top 10 Independent (IFAs) & Restricted Financial Advisers in Whaddon
Find the best FCA regulated financial advisers in Whaddon. Get expert help near you with pensions, investments, retirement planning and more

James Gregory at True Potential Wealth Management
Shenley brook end
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
helped
56
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning

I am an IFA and Chartered Financial Planner with 20 years experience. I focus on you and your life’s goals, making sure your finances are organised and structured in the most effective way
Clients
helped
helped
62
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business

Neil Dawson - True Potential Wealth Management
Abbey hill
Initial consultation free
FCA verified
Restricted
I have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.
Clients
helped
helped
156
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business

Independent Financial Advisers providing quality advice specialising in pension/retirement planning options and building investment portfolios to generate growth/income.
Clients
helped
helped
128
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Whaddon




