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

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  • Octopus Money

    Central milton keynes
    FCA verified
    We believe everyone deserves affordable, 1-to-1 help with their money. We bring together all the pieces of your financial life and make sure your savings, investments and pensions are all on track for the life you want to live.
    60
    £250k+
    Can help with
    Pensions & retirement
  • Warren Wealth Management Ltd

    Great linford
    FCA verified
    Leading wealth management advice from outstanding financial advisers
    296
    £0+
    Can help with
    Pensions & retirement
  • Canaccord Genuity Wealth Management (CGWM)

    Campbell park
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    423
    £250k+
    Can help with
    Pensions & retirement
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  • Flying Colours Advice

    Walton
    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.
    18206
    £150k+
    Can help with
    Pensions & retirement
  • Montpellier Asset Management

    West bletchley
    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
    £100k+
    Can help with
    Mortgages
  • Sara Branca - True Potential Wealth Management

    Shenley brook end
    FCA verified
    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!
    20
    £100k+
    Can help with
    Pensions & retirement
  • Sirius Wealth Management LLP

    Woughton on the green
    FCA verified
    Recently added
    £50k+
    Can help with
    Pensions & retirement
  • Douglas Steers & Company

    Walton
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6478
    £50k+
    Can help with
    Pensions & retirement
  • Canaccord Genuity Wealth Management (CGWM)

    Shenley brook end
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    423
    £250k+
    Can help with
    Pensions & retirement
  • Chris Philcox - True Potential Wealth Management

    Great linford
    FCA verified
    I have been helping clients achieve their financial goals for over 15 years. I specialise in retirement planning, including Defined Benefit transfers and Drawdown. I hold the advanced retirement qualifications, ensuring the very best outcome and advice.
    303
    £500k+
    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.