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

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  • Regentia Lifestyle Planning Ltd

    Hathersage
    FCA verified
    Helping Clients make smarter financial decisions specialising in the areas of Investment, tax and Retirement Planning
    145
    £0+
    Can help with
    Pensions & retirement
  • Milestone Financial Planning

    Hathersage
    FCA verified
    We are a truly independent, forward thinking company. We have expertise in complex planning, including Defined Benefit transfers, through to Inheritance Tax mitigation, firmly placing your interests at the heart of our business.
    199
    £100k+
    Can help with
    Pensions & retirement
  • Kirrage Williams Limited

    Hathersage
    FCA verified
    We can help you plan for your financial future. We offer a detailed financial review and will help you determine the most appropriate outcome for the decisions that you face.
    346
    £50k+
    Can help with
    Pensions & retirement
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  • Slater Financial Ltd

    Sheffield
    FCA verified
    20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
    937
    £100k+
    Can help with
    Pensions & retirement
  • Kellands Chartered Financial Planners

    Sheffield
    FCA verified
    Kellands Chartered Financial Planners are independent financial advisers (IFAs) and Wealth Managers, offering quality financial planning and investment advice to both individuals and businesses in Cheshire, Greater Manchester and across the UK.
    28
    £250k+
    Can help with
    Pensions & retirement
  • Rosewood Wealth Management

    Sheffield
    FCA verified
    Satisfaction for us comes in making sure you are informed and looked after.
    27
    £50k+
    Can help with
    Pensions & retirement
  • True Potential Wealth Management LLP

    Sheffield
    FCA verified
    Some of the benefits of using True Potential; Free first meeting via telephone or face to face. Top 3 national advice firm. FCA registered, Lowest advice fees, exceptional funds. Winner of several customer service and platform awards.
    231
    £100k+
    Can help with
    Pensions & retirement
  • Regent Street Advisers

    Bradfield
    FCA verified
    Quality advice on Pension, Investment, Equity Release and Protection needs given in a friendly, professional manner and in a way that you can easily understand. Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited 15/02/2024
    60
    £0+
    Can help with
    Pensions & retirement
  • Hamnett Wealth Management - Chartered Financial Planners

    Sheffield
    FCA verified
    We are a Chartered firm of Independent Financial advisors. We have been awarded the Pension Transfer Gold Standard by the Chartered Insurance institute. We are actually based in Sheffield, unlike firms that market themselves from other UK locations.
    33
    £150k+
    Can help with
    Pensions & retirement
  • The Private Office

    Sheffield
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    27561
    £100k+
    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.