Top 20 Independent Financial Advisers in Holymoorside And Walton

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    1

    Tell us what you’re looking for
    and then choose from a list of
    suitable advisers.

    2

    Have a free first meeting with the adviser
    to make certain of your choice.

    3

    Discuss the adviser’s services and
    fees before deciding whether to hire them.

    • Milestone Financial Planning Milestone Financial Planning

      Ashover

      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.

      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.
      59
      £100k+
      9.2
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      59
      £100k+
      9.2
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Shorts – Chartered Financial Planners Shorts – Chartered Financial Planners

      Chesterfield

      Best Private Client Tax Practice - Tolley's Taxation Awards 2020. Est in 1890, we are Chartered Financial Planners providing independent, financial advice to individuals, businesses and trustees. Helping them create, manage and preserve their wealth.

      Best Private Client Tax Practice - Tolley's Taxation Awards 2020. Est in 1890, we are Chartered Financial Planners providing independent, financial advice to individuals, businesses and trustees. Helping them create, manage and preserve their wealth.
      104
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      104
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Jones & Co Independent Financial Advice Jones & Co Independent Financial Advice

      Chesterfield

      Contact our award winning team for friendly advice and guidance for all your current and future financial needs. We are a dynamic, modern company who offer face to face or remote consultations -online/Telephone

      Contact our award winning team for friendly advice and guidance for all your current and future financial needs. We are a dynamic, modern company who offer face to face or remote consultations -online/Telephone
      88
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      88
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Kirrage Williams Limited Kirrage Williams Limited

      Chesterfield

      We can help you plan for your financial future

      We can help you plan for your financial future
      54
      £50k+
      7.0
      Meet the team
      P
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      54
      £50k+
      7.0
      Meet the team
      P
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • AFH Wealth Management AFH Wealth Management

      Chesterfield

      As Chartered Independent Financial Planners, Thomas Heald provides bespoke planning and financial advisory services to individuals and corporate clients.

      As Chartered Independent Financial Planners, Thomas Heald provides bespoke planning and financial advisory services to individuals and corporate clients.
      < 10
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
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      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
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      Can help with Advice areas
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      Pensions & retirement
    • George Smith at PSA Financial George Smith at PSA Financial

      Chesterfield

      Our Mission is to provide clear, honest, no-nonsense financial solutions, helping our Clients achieve their financial ambitions.

      Our Mission is to provide clear, honest, no-nonsense financial solutions, helping our Clients achieve their financial ambitions.
      34
      £20k+
      9.4
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      34
      £20k+
      9.4
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Retirement Solutions (UK) Ltd Retirement Solutions (UK) Ltd

      Chesterfield

      We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice

      We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
      26
      £0+
      9.1
      Meet the team
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      26
      £0+
      9.1
      Meet the team
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
    • Harmony Wealth Management LTD Harmony Wealth Management LTD

      Chesterfield

      The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim is to pave the way for a more secure financial future for you and your family.

      The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim is to pave the way for a more secure financial future for you and your family.
      11
      £100k+
      9.4
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      11
      £100k+
      9.4
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Slater Financial Ltd Slater Financial Ltd

      Chesterfield

      20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.

      20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
      28
      £50k+
      7.0
      Meet the team
      P
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      28
      £50k+
      7.0
      Meet the team
      P
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Mark Lightfoot Mark Lightfoot

      Chesterfield

      Retirement and Pension Specialist, locally based, over 21 years experience. Call today for a free consultation or informal chat, even if you just want to sense-check your decisions or ask a quick question.

      Retirement and Pension Specialist, locally based, over 21 years experience. Call today for a free consultation or informal chat, even if you just want to sense-check your decisions or ask a quick question.
      22
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      22
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

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    • Rosewood Wealth Management Rosewood Wealth Management

      Chesterfield

      Satisfaction for us comes in making sure you are informed and looked after.

      Satisfaction for us comes in making sure you are informed and looked after.
      22
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      22
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Redwood Financial Management Ltd Redwood Financial Management Ltd

      Clay cross

      < 10
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      Can help with Advice areas
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      Can help with Advice areas
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      Initial consultation free FCA verified Independent financial adviser
      < 10
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      Can help with Advice areas
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      Can help with Advice areas
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    • Artisan Financial Ltd Artisan Financial Ltd

      North wingfield

      Straight-talking, no nonsense, independent advice, in Derbyshire & Yorkshire for fortysomethings, people 5–10 years from retirement & people retiring now

      Straight-talking, no nonsense, independent advice, in Derbyshire & Yorkshire for fortysomethings, people 5–10 years from retirement & people retiring now
      39
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      39
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Charles James Financial Planning Limited Charles James Financial Planning Limited

      Dronfield

      < 10
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      Can help with Advice areas
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      Can help with Advice areas
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      Mortgages
      Initial consultation free FCA verified Financial adviser
      < 10
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    • The Private Office The Private Office

      Darley dale

      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.

      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.
      < 10
      £100k+
      9.0
      Meet the team
      +4
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £100k+
      9.0
      Meet the team
      +4
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Hamnett Wealth Management - Chartered Financial Planners Hamnett Wealth Management - Chartered Financial Planners

      Sheffield

      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.

      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.
      30
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      30
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office The Private Office

      Sheffield

      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.

      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.
      11
      £100k+
      9.5
      Meet the team
      S
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      A
      +6
      Can help with Advice areas
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      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      11
      £100k+
      9.5
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      A
      +6
      Can help with Advice areas
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      Pensions & retirement
      Can help with Advice areas
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    • KW Wealth Planning Ltd KW Wealth Planning Ltd

      Bakewell

      We look after a diverse range of clients including private individuals, trusts, charities and corporates. We also work with some of the UK’s largest universities and institutions. Our goal is to build enduring relationships to realise the best financial outcomes for our clients and their families.

      We look after a diverse range of clients including private individuals, trusts, charities and corporates. We also work with some of the UK’s largest universities and institutions. Our goal is to build enduring relationships to realise the best financial outcomes for our clients and their families.
      < 10
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      < 10
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • V Financial V Financial

      Sheffield

      Providing experienced financial advice - friendly, ethical, knowledgeable, and professional. V-Financial an appointed representative of Quilters Financial Planning can assist in all areas of your financial needs.

      Providing experienced financial advice - friendly, ethical, knowledgeable, and professional. V-Financial an appointed representative of Quilters Financial Planning can assist in all areas of your financial needs.
      16
      £20k+
      7.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      16
      £20k+
      7.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Tony Morgan at Arlo Group Tony Morgan at Arlo Group

      Sheffield

      Independent, client-focused financial advice. Friendly, professional and trusted. Winners of International Investment's 2020 Award for Excellence in Advisory Best Practice - Europe

      Independent, client-focused financial advice. Friendly, professional and trusted. Winners of International Investment's 2020 Award for Excellence in Advisory Best Practice - Europe
      < 10
      £50k+
      9.4
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £50k+
      9.4
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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      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.