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

Find the best FCA regulated financial advisers in Wollaton. Get expert help near you with pensions, investments, retirement planning and more
Wollaton, City Of Nottingham, East Midlands
Tim Surguy - True  Potential LLP

Tim Surguy - True Potential LLP

Nottingham
Initial consultation free
FCA verified
Independent
During my 20 years as a Financial Adviser, I have built up an extensive knowledge in all areas of Financial Planning. I strive to achieve the best possible solution to meet my clients needs and objectives as they look to plan for the future.
Clients
helped
94
Minimum
wealth
£0+
Meet the team
Tim Surguy
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
The Private Office

The Private Office

Nottingham
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
40015
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
Buck Wealth Management Ltd  -  Independent Financial Advisers

Buck Wealth Management Ltd - Independent Financial Advisers

Nottingham
Initial consultation free
FCA verified
Independent
Expert, affordable independent financial advice that's tailored to you.
Clients
helped
195
Minimum
wealth
£100k+
Meet the team
J
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 2 more matches
Symatic Wealth

Symatic Wealth

Nottingham
Initial consultation free
FCA verified
Restricted
We can all imagine the future we want for ourselves and our family. As life gets busier clients often find themselves with less time to focus on their finances. As your trusted adviser I help ensure the things that are important to you are taken of.
Clients
helped
15
Minimum
wealth
£50k+
Meet the team
Michael Davies
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Stockbroking services
SFL Wealth Management

SFL Wealth Management

Nottingham
Initial consultation free
FCA verified
Independent
Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
Clients
helped
952
Minimum
wealth
£50k+
Meet the team
Nigel Ogden
Tony Stevens
Paul Golding
Marc Standish
Can help with
Pensions & retirement
Financial planning
RBC Brewin Dolphin

RBC Brewin Dolphin

Nottingham
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
11
Minimum
wealth
£250k+
Meet the team
S
M
A
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
Fidelius Ltd

Fidelius Ltd

Nottingham
Initial consultation free
FCA verified
Independent
Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
30
Minimum
wealth
£100k+
Meet the team
Rachel Henley
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
MPI Financial Advice

MPI Financial Advice

Nottingham
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8840
Minimum
wealth
£0+
Meet the team
M
Can help with
Pensions & retirement
Investments
Business
TheWealthPoint

TheWealthPoint

Nottingham
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3241
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Ethan Griffiths at PSA Financial Services

Ethan Griffiths at PSA Financial Services

Nottingham
Initial consultation free
FCA verified
Independent
We strive to provide clear, honest, no-nonsense financial solutions, Helping our clients achieve their financial ambitions.
Clients
helped
140
Minimum
wealth
£50k+
Meet the team
Ethan Griffiths
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers in Wollaton