Top 20 Independent Financial Advisers in Walton Upon Trent

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  • Cobens Wealth Management

    Barton under needwood
    Providing personal service to our clients is at the core of everything we do.
    61
    £0+
    9.1
    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
  • 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
  • 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
    65
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Slater Financial Ltd

    Outwoods
    20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
    31
    £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
  • 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
    62
    £50k+
    7.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours & Partners

    Stretton
    57
    £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
    < 10
    £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.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Ashwood Law Wealth Management

    Appleby magna
    For advice on Pensions, Retirement Planning, Investments and Savings, Wealth Management, Life Cover and Mortgages.
    39
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intuitive FS

    Tamworth
    Our advisers all have decades of experience at providing excellent detailed investment and pensions advice for all ages of clients. Our administration team can't wait to process our clients' cases and help in any way they can.
    25
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Enhance Financial Planning

    Lichfield
    We Protect and Enhance wealth with clear, straightforward independent financial advice. Our approach is simple. We listen to you.
    44
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Acuity Financial Consultancy Limited

    Lichfield
    We recognise our clients are unique, with their own personal goals. Our advisers will help you achieve those goals.
    16
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Pool House Professional Advisers

    Lichfield
    Professional Advisers and Independent Trustees offering bespoke advice on all your retirement, investment and tax planning needs.
    41
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Lichfield
    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
    32
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chapter House Wealth Management

    Lichfield
    We are committed to putting our clients at the heart of everything we do and to providing the best possible service.
    18
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Medics Wealth Management

    Tamworth
    As Chartered Financial Planners we offer independent, professional advice on Pensions and Investments.
    49
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Reynolds Wealth Management

    Lichfield
    Why Us? We specialise in ensuring you get the best out of your retirement and only deal with clients planning for, or at the point of retirement.
    16
    £100k+
    9.0
    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

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.