Top 20 Independent Financial Advisers in Holton Le Clay

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  • True Potential Wealth Management

    New waltham
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Edward Lane of AFH Group

    Humberston
    My approach to financial advice is very clear-cut, yet effective. I look for long-term relationships which are built on mutual respect and trust. I want to get to know you and help to debunk the often overly technical world of financial advice.
    23
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Holborn Assets Limited

    Grimsby
    I help my clients make the right choices from all the options that they are presented with, so that they can lead the lifestyle in retirement that they want. My clients value the personalised nature of the service that I provide.
    163
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Alan Curtis, Wealth Management Partner at True Potential LLP

    Louth
    Trusted, experienced, friendly. VouchedFor Top Rated Adviser & Pension Transfer Specialist (including Final Salary schemes). Face-to-face and online meetings. Enjoy financial clarity, retire with confidence, save time and pay less tax.
    69
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • GFP UK

    Louth
    We provide a wide range of professional financial advice and mortgage services to meet your individual needs. We offer our clients the very best level of service by tailoring all of our packages to our client's specific needs.
    121
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Louth
    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.
    16587
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Tony Fenton & Sons Wealth Management LTD

    Caistor
    Based at Caistor and Heighington, we specialise in Wealth Management, Pensions, Retirement Solutions, Investments, Estate Planning , Trusts & Protection
    35
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • F H Manning Financial Services Limited

    Horncastle
    We listen, you prosper.
    60
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Stephenson Johnson Financial Planning Limited

    Hessle
    We believe in five core values: integrity, trust, honesty, competence and professionalism. Our service is based upon these values.
    376
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sham Ahmed - Alexander House Financial Planning Ltd

    Hull
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    97
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Humboldt Financial

    Hull
    We specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    1337
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Private Client Advisers

    Hull
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    19
    £150k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management LTD

    Hessle
    The UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
    193
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark Lightfoot

    Welton
    Retirement and Pension Specialist, Chartered Financial Planner, locally based from Greetwell Road, Lincoln offices, over 21-years experience. Call today for a free consultation or informal chat.
    27
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Prosperitas Wealth Planning Limited

    Hessle
    The service we offer provides a winning combination of professional advice, choice and value.
    Recently Added
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Warren & Warren

    Hessle
    < 10
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Edward Lane of AFH Group

    Hessle
    My approach to financial advice is very clear-cut, yet effective. I look for long-term relationships which are built on mutual respect and trust. I want to get to know you and help to debunk the often overly technical world of financial advice.
    23
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • NGC Wealth Management

    Hessle
    The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management

    Hull
    Your financial dreams and aspirations are at the heart of my advice to you. You will feel empowered to make the best decisions possible about your financial security, now and in the future.
    103
    £150k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Anlaby and anlaby common
    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.
    16587
    £100k+
    9.2
    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.