Top 20 Independent Financial Advisers in Weldon

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    How it
    works?
    1

    Tell us what you’re looking for
    and then choose from a list of
    suitable advisers.

    2

    Have a free first meeting with the adviser
    to make certain of your choice.

    3

    Discuss the adviser’s services and
    fees before deciding whether to hire them.

    • Mazars Financial Planning Limited Mazars Financial Planning Limited

      Braunstone

      We aim to be your "trusted adviser" - the adviser you turn to for tailored advice and innovative ideas.

      We aim to be your "trusted adviser" - the adviser you turn to for tailored advice and innovative ideas.
      16
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      16
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Bennison Brown Wealth Management Bennison Brown Wealth Management

      London

      Bennison Brown Wealth Management is a business that truly cares about providing a fantastic service to our customers

      Bennison Brown Wealth Management is a business that truly cares about providing a fantastic service to our customers
      134
      £100k+
      7.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      134
      £100k+
      7.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Coffey Brooks Financial Services Ltd Coffey Brooks Financial Services Ltd

      Clacton on sea

      We work for you. Our advice and recommendations are personally designed and tailored to meet your specific needs and aspirations.

      We work for you. Our advice and recommendations are personally designed and tailored to meet your specific needs and aspirations.
      < 10
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Hansford Bell Financial Planners Hansford Bell Financial Planners

      Tavistock

      11
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      11
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office The Private Office

      Hartley wintney

      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.

      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.
      42
      £100k+
      9.0
      Meet the team
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      42
      £100k+
      9.0
      Meet the team
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office The Private Office

      Brentwood

      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.

      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.
      35
      £100k+
      9.5
      Meet the team
      R
      D
      J
      D
      P
      +6
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      35
      £100k+
      9.5
      Meet the team
      R
      D
      J
      D
      P
      +6
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Kevin Robins - True Potential Wealth Management Kevin Robins - True Potential Wealth Management

      Reading

      Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.

      Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
      19
      £100k+
      9.4
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      19
      £100k+
      9.4
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office The Private Office

      Preston

      Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.

      Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
      13
      £100k+
      9.0
      Meet the team
      +6
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      13
      £100k+
      9.0
      Meet the team
      +6
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Cragside Financial Solutions Cragside Financial Solutions

      Woking

      Financial advice should not be viewed as being a one-off transaction. The journey of life is often dynamic and financial planning should accommodate that. At Cragside, we tailor our advice to meet your individual requirements in a jargon free way.

      Financial advice should not be viewed as being a one-off transaction. The journey of life is often dynamic and financial planning should accommodate that. At Cragside, we tailor our advice to meet your individual requirements in a jargon free way.
      35
      £50k+
      7.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      35
      £50k+
      7.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • ClearPlan Financial Services Ltd ClearPlan Financial Services Ltd

      Northwich

      ClearPlan provides tailored Independent Chartered Financial Planning solutions. We guide our clients to achieve financial security through informed decision making.

      ClearPlan provides tailored Independent Chartered Financial Planning solutions. We guide our clients to achieve financial security through informed decision making.
      63
      £20k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      63
      £20k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      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.
    • Poole Townsend Poole Townsend

      Kendal

      < 10
      £0+
      7.0
      Meet the team
      D
      M
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £0+
      7.0
      Meet the team
      D
      M
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • DP Financial Solutions Ltd DP Financial Solutions Ltd

      Cambridge

      I am a Financial Planner near Cambridge, providing independent financial advice to people with retirement/investment, inheritance tax planning & protection needs

      I am a Financial Planner near Cambridge, providing independent financial advice to people with retirement/investment, inheritance tax planning & protection needs
      62
      £100k+
      9.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      62
      £100k+
      9.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • True Potential True Potential

      Mawr

      An award winning firm of financial advisers. Please contact us to discuss any area of the financial planning process.

      An award winning firm of financial advisers. Please contact us to discuss any area of the financial planning process.
      48
      £0+
      7.9
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      48
      £0+
      7.9
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Warren Wealth Limited Warren Wealth Limited

      Solihull

      We focus on you, not your money. No two people are the same and have the same needs. We’ll spend time understanding your current financial problems and aspirations, then develop plans to solve the former and achieve the latter.

      We focus on you, not your money. No two people are the same and have the same needs. We’ll spend time understanding your current financial problems and aspirations, then develop plans to solve the former and achieve the latter.
      33
      £20k+
      7.4
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      33
      £20k+
      7.4
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Abacus Associates Financial Services Limited Abacus Associates Financial Services Limited

      Sandymoor

      28 years experience in advising on all aspects of financial planning and recent Degree in Banking and Advanced Financial Planning

      28 years experience in advising on all aspects of financial planning and recent Degree in Banking and Advanced Financial Planning
      14
      £20k+
      7.0
      Meet the team
      P
      P
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      14
      £20k+
      7.0
      Meet the team
      P
      P
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Ascot Lloyd Ascot Lloyd

      Lydiard tregoze

      One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.

      One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
      < 10
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • CBK Wales CBK Wales

      Cockett

      We are a client centered practice where the whole team provides the independent service our clients expect and deserve

      We are a client centered practice where the whole team provides the independent service our clients expect and deserve
      177
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      177
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Jamieson Christie Wealth Management Limited Jamieson Christie Wealth Management Limited

      Balsall

      Chartered Financial Planners and advisers to individuals, companies, trustees and charities offering peace of mind, high quality guidance

      Chartered Financial Planners and advisers to individuals, companies, trustees and charities offering peace of mind, high quality guidance
      49
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      49
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Fingerprint Financial Planning Fingerprint Financial Planning

      Stone

      Independent, expert financial planners & mortgage advisers helping families, business owners and those approaching retirement. Our service is as unique as you are. We can speak with you directly via our video conference facilities or by telephone.

      Independent, expert financial planners & mortgage advisers helping families, business owners and those approaching retirement. Our service is as unique as you are. We can speak with you directly via our video conference facilities or by telephone.
      10
      £500k+
      9.0
      Meet the team
      +1
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      10
      £500k+
      9.0
      Meet the team
      +1
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Carterdawes IFA Solutions Ltd Carterdawes IFA Solutions Ltd

      St stephen in brannel

      < 10
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      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.