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

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  • Montpellier Asset Management

    Graveley
    FCA verified
    A trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.
    116
    £150k+
    Can help with
    Financial planning

  • Canaccord Genuity Wealth Management (CGWM)

    St neots
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    427
    £250k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    St neots
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6487
    £50k+
    Can help with
    Pensions & retirement
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  • Saltus Partners LLP

    Cambourne
    FCA verified
    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.
    559
    £250k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Cambourne
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6487
    £50k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    Cambourne
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    18211
    £150k+
    Can help with
    Pensions & retirement

  • Smith & Pinching Financial Services Ltd

    Cambourne
    FCA verified
    Are you ready to take control of your financial future with confidence? As Chartered Financial Planners, we are dedicated to helping you achieve your goals with personalised, unbiased advice tailored specifically to your needs.
    86
    £150k+
    Can help with
    Pensions & retirement

  • Walden Capital

    Cambourne
    FCA verified
    Walden Capital provides inspired financial thinking, bespoke planning and an assured service. We are specialists in managing family wealth and run our own highly effective investment portfolios. We are Pension Transfer specialists, including final salary.
    166
    £500k+
    Can help with
    Pensions & retirement

  • Dartington Wealth Management

    Cambourne
    FCA verified
    We provide award winning independent financial advice to individuals, business owners, charities and trustees, working alongside your other professional advisers. Services include financial planning, investment advice and retirement planning.
    210
    £100k+
    Can help with
    Pensions & retirement

  • RetireInvest Limited

    St neots
    FCA verified
    We offer professional, friendly, easy to understand, bespoke advice.
    23
    £50k+
    Can help with
    Pensions & 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.