Top 20 Independent Financial Advisers in Prestwold

I'm looking for
I need advice on
Income/Asset value
Find adviser near postcode/city
I prefer to be advised
  • Santorini Financial Planning Ltd

    Loughborough
    We’re a lifestyle financial planning firm based in Leicestershire. We provide independent financial advice for Leicestershire’s small business owners and senior execs who are on the road to retirement or sale.
    14
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Riverfall Financial

    Barrow upon soar
    Speak to us for trusted and expert advice on investments and retirement. We can also advise you on pension transfers.
    23
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • CAT ELEY-GAUNT – 2 PLAN WEALTH MANAGEMENT LTD

    Barrow upon soar
    We give Independent Financial Advice, so you can focus your time and effort on the important, enjoyable things in life!!
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • J Mott Wealth Management Ltd (Appointed Representative of Vision Independent Financial Planning Ltd)

    Loughborough
    Tailored, professional independent financial advice from a trusted and experienced adviser.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cambourne Financial Planning Limited

    Loughborough
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Blythin & Brown Insurance Brokers Ltd

    Loughborough
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Investments
  • Chesterton House Financial Planning Limited

    Loughborough
    For nearly 30 years we’ve been helping our clients and their families grow, manage and protect their wealth and lifestyle.
    41
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Costock
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    58
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Charnwood Financial Planning LLP.

    Barrow upon soar
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Loughborough
    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+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement

    All you need to
    know about
    finding advice

    How to understand your own advice needs and when it’s time to ask an adviser.
    The different ways you can use Unbiased to identify the ideal adviser for you.
  • Woodgate Financial Planning Ltd

    Loughborough
    𝐖𝐡𝐚𝐭𝐞𝐯𝐞𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐟𝐮𝐭𝐮𝐫𝐞 𝐲𝐨𝐮 𝐰𝐚𝐧𝐭, 𝐰𝐞’𝐫𝐞 𝐡𝐞𝐫𝐞 𝐭𝐨 𝐡𝐞𝐥𝐩; 𝐢𝐧𝐜𝐥𝐮𝐝𝐢𝐧𝐠 𝐩𝐞𝐧𝐬𝐢𝐨𝐧𝐬, 𝐰𝐞𝐚𝐥𝐭𝐡 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭, 𝐥𝐚𝐭𝐞𝐫 𝐥𝐢𝐟𝐞 𝐚𝐝𝐯𝐢𝐜𝐞 𝐚𝐧𝐝 𝐞𝐬𝐭𝐚𝐭𝐞 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠. ★★★★★
    26
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory Ltd

    Loughborough
    20 years experience of giving financial advice, based in Charnwood
    < 10
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory Ltd

    Loughborough
    Creating, managing and protecting your wealth the intelligent way
    11
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Michael Reed Wealth Management Limited

    Costock
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Perrett & Co Financial Services Ltd

    Loughborough
    WE ARE OPEN AS USUAL VIA CALL /VIDEO CONFERENCING/SCREEN SHARING DURING THE COVID19 CRISIS. Leading firm of independent financial advisers in the East Midlands, offering a high-quality and competitive service to individuals and businesses.
    22
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • I I B Financial Services

    Loughborough
    Local advice with nearly 60 years of experience between the 2 advisers.
    12
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advice Limited

    Loughborough
    Take advantage of our 'Active Wealth Management' service, a more Intelligent way to manage your money.
    35
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory Ltd

    Loughborough
    Creating, managing and protecting your wealth the intelligent way
    16
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cobens Wealth Management

    East leake
    Providing personal service to our clients is at the core of everything we do.
    25
    £0+
    8.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory Ltd

    East leake
    20 years experience of providing financial advice
    < 10
    £0+
    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.