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

Find the best FCA regulated financial advisers in Lavendon. Get expert help near you with pensions, investments, retirement planning and more
Lavendon, City Of Milton Keynes
M&G Advice

M&G Advice

Olney
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2287
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Douglas Steers & Company

Douglas Steers & Company

Bromham
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
Sara Branca - True Potential Wealth Management

Sara Branca - True Potential Wealth Management

Sharnbrook
Initial consultation free
FCA verified
Restricted
I provide holistic financial advice and by taking the appropriate time to get to know each clients’ circumstances, I am able to develop tailored and personalised plans. Contact me for a no obligation chat and let's get your finances on the right track!
Clients
helped
45
Minimum
wealth
£150k+
Meet the team
Sara Branca
Can help with
Pensions & retirement
Investments
Savings
Secure FP

Secure FP

Newport pagnell
Initial consultation free
FCA verified
Restricted
Secure Your Financial Future with Expert Guidance. Tailored financial planning, investment strategies, and retirement solutions designed to help you achieve your goals.
Clients
helped
92
Minimum
wealth
£150k+
Meet the team
M
K
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Business
Sara Branca - True Potential Wealth Management

Sara Branca - True Potential Wealth Management

Newport pagnell
Initial consultation free
FCA verified
Restricted
I provide holistic financial advice and by taking the appropriate time to get to know each clients’ circumstances, I am able to develop tailored and personalised plans. Contact me for a no obligation chat and let's get your finances on the right track!
Clients
helped
45
Minimum
wealth
£150k+
Meet the team
Sara Branca
Can help with
Pensions & retirement
Investments
Savings
Evelyn Partners

Evelyn Partners

Wymington
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
1090
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
Advice Rooms

Advice Rooms

Bedford
Initial consultation free
FCA verified
Independent
Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
Clients
helped
630
Minimum
wealth
£50k+
Meet the team
Adam Neal
Jon Thompson
Tracy Muller
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
The Private Office

The Private Office

Kempston rural
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
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
True Potential Wealth Management - Jason Lynch

True Potential Wealth Management - Jason Lynch

Great linford
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
487
Minimum
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Savings
Business
a

AFA

Wootton
Initial consultation free
FCA verified
Restricted
Our approach is to provide a bespoke service to all of our clients in a clear and cost effective way.
Clients
helped
14
Minimum
wealth
£150k+
Meet the team
N
C
R
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Frequently Asked Questions about Financial Advisers in Lavendon