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

Find the best FCA regulated financial advisers in Milton. Get expert help near you with pensions, investments, retirement planning and more
Milton, South Cambridgeshire, Cambridgeshire, Cambridgeshire And Peterborough
Liora Wealth

Liora Wealth

Cambridge
Initial consultation free
FCA verified
Independent
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
62
Minimum
wealth
£150k+
Meet the team
Rebecca Lucas
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Wealthy Steps Financial Planning Ltd

Wealthy Steps Financial Planning Ltd

Cambridge
Initial consultation free
FCA verified
Restricted
Helping you to build wealth, one step at a time. Whether you are looking for help with investing, pensions, life insurance, income protection and more please do get in touch. The first 2 meetings are free. Meet in person in my office or via teams
Clients
helped
87
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Martin-Redman Partners

Martin-Redman Partners

Cambridge
Initial consultation free
FCA verified
Independent
We provide independent financial advice on Pensions & Retirement Planning, Investment Advice & Management and Tax Planning. We provide unbiased financial advice to Individuals & their Families, Companies & Business Owners, Trusts and Charities.
Clients
helped
35
Minimum
wealth
£100k+
Meet the team
Benjamin Sear
Julian Martin-Redman
Sarah Austin
Gary Brooks
Jonathon Clarke
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Dartington Wealth Management

Dartington Wealth Management

Cambridge
Initial consultation free
FCA verified
Independent
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.
Clients
helped
222
Minimum
wealth
£100k+
Meet the team
Oliver Bridgman
Chris Galpin
Philip Bowden-Pickstock
Rachel Rutherford
Andrew Coury
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
bv

B V Services

Cambridge
Initial consultation free
FCA verified
Independent
Clients
helped
< 10
Minimum
wealth
£0+
Meet the team
N
Can help with
Investments
Business
Stockbroking services
Flying Colours Advice

Flying Colours Advice

Cambridge
Initial consultation free
FCA verified
Independent
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.
Clients
helped
20151
Minimum
wealth
£150k+
Meet the team
George Tuck
Sarah Arora
Liviu Ratoi
David Lemar
Carl Williams
+13
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
The Private Office

The Private Office

Cambridge
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
40031
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+48
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Douglas Steers & Company

Douglas Steers & Company

Cambridge
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10641
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

Waterbeach
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
15287
Minimum
wealth
£0+
Meet the team
Charles Blakey
Jonny Banks-Seeney
Frank Banks- seeney
Simon Shepherd
Duncan Sanderson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Saltus Partners LLP

Saltus Partners LLP

Cambridge
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
1072
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
Frequently Asked Questions about Financial Advisers in Milton