Top 20 Independent Financial Advisers in Cauldwell

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  • Opal Wealth Management Ltd

    Overseal
    We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety. Please email us should you require financial advice. Our specialisations lie within constructing tax efficient inve
    539
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Great British Finance Limited

    Swadlincote
    Personal Financial & Mortgage advice available either at our offices or at your home address.
    58
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Blackroot Financial Planning

    Swadlincote
    My clients appreciate my approach and ability to understand their individual circumstances, and skill in identifying areas that need attention.
    New adviser
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Brian Mole Independent Financial Advisers Limited

    Burton
    37
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cobens Wealth Management

    Barton under needwood
    Providing personal service to our clients is at the core of everything we do.
    108
    £0+
    8.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Jeff Smith Quilter Financial Advisers

    Horninglow and eton
    I provide full financial planning advice for both individuals and companies in the Midlands area.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Aristotle Financial Planning

    Horninglow and eton
    Friendly, engaging and jargon free Independent Financial Advice to help as many people as possible work towards financial independence.
    New adviser
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Stretton
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8908
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Stretton
    We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety. Please email us should you require financial advice. Our specialisations lie within constructing tax efficient inve
    539
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • i-Pensions Advisory Ltd

    Burton
    I am dual authorised through the Financial Conduct Authority and have permission to provide specific Final Salary transfer advice
    39
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Slater Financial Ltd

    Outwoods
    20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
    402
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Pension Planner

    Stretton
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Derby, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    3593
    £50k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ashwood Law Wealth Management

    Appleby magna
    For advice on Pensions, Retirement Planning, Investments and Savings, Wealth Management, Life Cover and Mortgages.
    41
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • DGS Chartered Financial Planners

    Ashby de la zouch
    Experienced firm of Chartered and Independent Financial Advisers providing independent financial advice to individual and corporate clients.
    21
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • I I B Financial Services

    Ashby de la zouch
    Local advice with nearly 60 years of experience between the 2 advisers.
    34
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cobens Wealth Management

    Ashby de la zouch
    Providing personal service to our clients is at the core of everything we do.
    108
    £0+
    8.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ashwood Law Wealth Management

    Ashby de la zouch
    For advice on Pensions, Retirement Planning, Investments and Savings, Wealth Management, Life/Income Protection, Key Person Assurance and Share Protection.
    55
    £20k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory Ltd

    Ashby de la zouch
    Creating, managing and protecting your wealth the intelligent way
    134
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Fradley and streethay
    We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety. Please email us should you require financial advice. Our specialisations lie within constructing tax efficient inve
    539
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ascot Lloyd

    Fradley and streethay
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    445
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    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.