Top 20 Independent Financial Advisers in Burtonbylincoln

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  • LUNA Financial Planning Ltd

    Riverside
    Kelly offers a free initial no obligation pension review service looking at all types of pensions from private to workplace
    139
    £0+
    7.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Temple Wealth Management

    Havant
    Looking for Independent Financial Advice for pensions and/or investment planning then you are at the right place. Your first meeting is at no cost to you, to find out more the please contact David Rackham IFA on <phone number hidden>.
    30
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Belper
    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.
    12486
    £100k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mulberry Chartered

    London
    A Family run firm built over 30 years of client trust. Backed by The AFH Financial Group - one of the largest advisory firms in The UK with in excess of £6 billion under management. We are offering telephone or Teams for all initial enquiries.
    633
    £100k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • M & N Insurance & Financial Services Limited

    Blandford forum
    I am passionate about having meaningful and relevant discussions to better understand a client’s needs or objectives so that we can establish a financial plan together.
    26
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Arlo Group Ltd

    Torquay
    The Arlo Group are experts in financial planning, investment management, retirement planning, inheritance tax planning, general tax planning and wealth management. Offices in London, Devon and Yorkshire.
    20
    £0+
    8.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Culverhouse Financial Planning Ltd

    Croydon
    We are a proactive Professional Services firm of IFAs and Chartered Accountants, accredited with the prestigious Chartered Financial Planners status.
    102
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Succession Wealth Management Ltd

    Long stratton
    Financial planning is not about pensions, ISA's and complicated investments. It's about people.
    73
    £150k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    London
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5453
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Strabens Hall

    London
    Strabens Hall are experts in financial planning, pensions, wealth structuring and investment advice.
    38
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Fairstone Financial Management Ltd

    Dundee
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5453
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LG Embrey Financial Planning

    Knockin
    There is no ‘one size fits all’ solution for financial planning. Our service is personal to you. You may need one-off advice on a particular topic such as your retirement, or a comprehensive plan for your overall finances with ongoing support.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Noble James Associates Ltd

    Stroud
    Established in 1999, we are privately owned and based in the town centre of Stroud, Gloucestershire.
    53
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Abbey Lane Financial Associates Limited

    Oldham
    Abbey Lane Financial Associates Limited is a successful, well-established Independent Financial Services company, which offers impartial financial planning advice.
    52
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Nigel Shaffer - 2Plan Wealth Management

    Walton on thames
    Navigating you through life's journey in order to make your dreams come true.
    46
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Robert Willmore – 2plan wealth management Ltd

    Bexley
    This is what I aim to do, to help you make good decisions about your money – providing clear information to help you achieve your financial goals. I am part of 2plan wealth management which is a national advisory firm consisting of Financial Advisers and mortgage and protection specialists. Working with 2plan allows me to offer you all the benefits of a bigger organisation, such as the latest technology, greater financial strength, and the reassurance of a team of experts helping me to get things right first time. For a conversation about your financial plans, why not get in touch today?
    77
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alex Grant AFH Wealth Management

    Devizes
    I have been a Independent Financial Adviser for over 18 years and can offer a clear personalised advice tailored to your life and future goals.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Harrow
    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.
    12486
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Acumen Independent Financial Planning Ltd

    Llansamlet
    We pride ourselves on offering a friendly professional service to new and existing clients. .
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Halcyon Wealth

    Bromley
    A client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells
    1083
    £50k+
    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.