Top 20 Independent Financial Advisers in Swadlincote

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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
    68
    £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
  • Brian Mole Independent Financial Advisers Limited

    Burton
    37
    £20k+
    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.
    33
    £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.
    63
    £0+
    8.5
    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.
    18
    £100k+
    9.0
    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.
    50
    £20k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • i-Pensions Advisory Ltd

    Breedon on the hill
    I am dual authorised through the Financial Conduct Authority and have permission to provide specific Final Salary transfer advice
    < 10
    £50k+
    7.0
    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
    65
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours & Partners

    Stretton
    60
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Intelligent Financial Advisory Ltd

    Stamford
    Creating, managing and protecting your wealth the intelligent way
    50
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Jeff Smith Quilter Financial Advisers

    Tamworth
    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
  • Slater Financial Ltd

    Derby
    20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
    37
    £50k+
    7.0
    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.
    39
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • i-Pensions Advisory Ltd

    Breedon on the hill
    I am dual authorised through the Financial Conduct Authority and have permission to provide specific Final Salary transfer advice
    < 10
    £50k+
    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.
    63
    £0+
    8.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Clear Solutions Wealth and Tax Management

    Hilton
    < 10
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ashwood Law Wealth Management

    Heather
    For advice on Pensions, Retirement Planning, Investments and Savings, Wealth Management, Long Term Care, Life Cover and Mortgages.
    58
    £20k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • John Wright at True Potential LLP

    Derby
    With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him
    18
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Richard Doyle. Partner at True Potential Wealth Management

    Derby
    Based in Derby and covering the surrounding areas , specialising in Pensions and Pension transfers both Personal and Occupational , Defined benefit schemes , using our technology and expertise in helping you achieve your goals .
    107
    £50k+
    9.3
    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.

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