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Top 10 Independent (IFAs) & Restricted Financial Advisers in Whittlesey

Find the best FCA regulated financial advisers in Whittlesey. Get expert help near you with pensions, investments, retirement planning and more
Whittlesey, Fenland, Cambridgeshire, Cambridgeshire And Peterborough
Almond Financial Ltd

Almond Financial Ltd

Whittlesey
Initial consultation free
FCA verified
Restricted
A fresh approach to effective financial planning. Committed to Clarity. No confusion, zero gobbledygook.
Clients
helped
665
Minimum
wealth
£100k+
Meet the team
Lewis Chapman
Joe Fleet-Chapman
Sam Robinson
Lewis Colver
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Douglas Steers & Company

Douglas Steers & Company

Peterborough
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10466
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
MPI Financial Advice

MPI Financial Advice

Peterborough
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8669
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Investments
Business
The Pension Planner

The Pension Planner

Peterborough
Initial consultation free
FCA verified
Independent
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Peterborough helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!
Clients
helped
5702
Minimum
wealth
£100k+
Meet the team
Nicholas Pratt
Andrew Hursthouse
Shane Kao
Dave Garforth
Craig Holland
+1
Can help with
Pensions & retirement
Business
Douglas Steers & Company

Douglas Steers & Company

Peterborough
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10466
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Fairstone Group

Fairstone Group

Whittlesey
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15109
Minimum
wealth
£0+
Meet the team
Hannah Rogers
Richard Copestake
Duncan Sanderson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Octopus Money

Octopus Money

Peterborough
Initial consultation free
FCA verified
Restricted
You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.
Clients
helped
100
Minimum
wealth
£250k+
Meet the team
Owen Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
True Potential Wealth Management - Jason Lynch

True Potential Wealth Management - Jason Lynch

Peterborough
Initial consultation free
FCA verified
Restricted
I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax planning.
Clients
helped
486
Minimum
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Savings
Business
Helen Durrant at True Potential Wealth Management Ltd

Helen Durrant at True Potential Wealth Management Ltd

Peterborough
Initial consultation free
FCA verified
Restricted
Don’t wait until your dreams are out of reach. Tell us your financial goals and we could help you achieve them.
Clients
helped
16
Minimum
wealth
£50k+
Meet the team
Helen Durrant
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Advice Rooms

Advice Rooms

Yaxley
Initial consultation free
FCA verified
Independent
Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
Clients
helped
624
Minimum
wealth
£0+
Meet the team
Adam Neal
Jon Thompson
Tracy Muller
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Whittlesey