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Top 10 Independent (IFAs) & Restricted Financial Advisers in Old Woughton

Find the best FCA regulated financial advisers in Old Woughton. Get expert help near you with pensions, investments, retirement planning and more
Old Woughton, City Of Milton Keynes
Douglas Steers & Company

Douglas Steers & Company

Walton
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

Campbell park
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
Humboldt Financial

Humboldt Financial

Milton keynes
Initial consultation free
FCA verified
Independent
As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped
2561
Minimum
wealth
£50k+
Meet the team
Francis Gill
Oliver Canning
Josh Gill
James McNally
Ryan Cook
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Furnley House

Furnley House

Kents hill monkston and brinklow
Initial consultation free
FCA verified
Independent
We're here to help you achieve your dreams.
Clients
helped
161
Minimum
wealth
£100k+
Meet the team
Paul Monk
Magdalena McLaughlin
Graham Kitchener
Jon Kirby
Paul Fazackerley
+3
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Gransha Financial Services Limited

Gransha Financial Services Limited

Kents hill monkston and brinklow
Initial consultation free
FCA verified
Restricted
If you are looking for a high quality mortgage or financial advice in Leicester and Leicestershire then you have come to the right place.
Clients
helped
115
Minimum
wealth
£100k+
Meet the team
James Slowey
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Sharia finance
and 1 more matches
Fairstone Group

Fairstone Group

Woughton on the green
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
Clive Collett
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Gareth Jones

Gareth Jones

Kents hill monkston and brinklow
Initial consultation free
FCA verified
Restricted
My approach to financial advice is very clear-cut, yet effective. I look for long-term relationships which are built on mutual respect and trust. Every client is unique, and so the approach is entirely personal
Clients
helped
91
Minimum
wealth
£50k+
Meet the team
Gareth Jones
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Long Term Care
Mortgages
The Pension Planner

The Pension Planner

Milton keynes
Initial consultation free
FCA verified
Independent
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Milton Keyenes 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
5713
Minimum
wealth
£100k+
Meet the team
Nicholas Pratt
Andrew Hursthouse
Dave Garforth
Craig Holland
Holly Evans
Can help with
Pensions & retirement
Business
Douglas Steers & Company

Douglas Steers & Company

Central milton keynes
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
George Cowley Wealth Management Partner at True Potential LLP

George Cowley Wealth Management Partner at True Potential LLP

Walton
Initial consultation free
FCA verified
Restricted
I am a Chartered Financial Planner at client centred True Potential Wealth Management based in Harpenden, Hertfordshire.
Clients
helped
152
Minimum
wealth
£150k+
Meet the team
George Cowley
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Frequently Asked Questions about Financial Advisers in Old Woughton