Top 20 Independent Financial Advisers in Lilbourne

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  • Threshold Financial Services Ltd

    Southampton
    Delivering trusted, easy to follow advice to meet your longer term financial objectives. Free initial meeting.
    20
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Penguin Wealth

    Cowbridge and llanblethian
    Penguin are still open for business during the current pandemic. If the crisis has caused you to think more about your financial position then please contact Penguin to find out more about how to protect your wealth, what insurance and policies can be put in place, and how to get your money to work harder for you. You can now book a 15-minute Self-Audit call with a member of our Advice Team via the contact details below: Call: <phone number hidden> Email: <email address hidden> Visit: <url hidden> The best Financial Adviser firm in Wales - as voted by Citywire's New Model Adviser, Professional Adviser and VouchedFor. Authors.
    75
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Green Rose Financial Services Limited

    Wickhambrook
    High standards, excellent service and a focus on providing real value to our clients.
    17
    £500k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    London
    66
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ely Wealth Management Ltd

    Ely
    Offering Advice, guidance and reassurance in tailoring a plan to suit your lifestyle
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Digby Associates - Positive Solutions Limited

    Street
    Digby Associates specialise in providing bespoke financial advice and services to clients on investments, mortgages, retirement, as well as other financial matters.
    114
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • MSBM Wealth

    Northampton
    Building your Financial future together, we provide the solution to your goals/needs. Whether its complexed world of Final Salary Pension Schemes, investment planning or protection. We can help!
    84
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Old Royle Wealth Management Ltd

    Stockport
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.
    885
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Hartlepool
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5235
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Michael Donkor - Alexander House Financial Planning Ltd

    Enfield
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    104
    £100k+
    7.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Thurlowe-Clarke Limited

    Redhill
    We are approachable. We listen, ask questions and then focus on helping clients to achieve their objectives.
    69
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Solihull
    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.
    11881
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Jupp Castle Financial Services Ltd

    Farnham
    Specialists in pensions, investments, tax planning, mortgages and protection plans. We also have a linked accountancy practice
    74
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kevin Robins - True Potential Wealth Management

    Cyfarthfa
    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.
    113
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Independent Financial Services Limited

    Birmingham
    AFH is one of the UK’s leading Independent wealth management firms offering clear and concise financial planning solutions
    19
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Jacksons Wealth Management

    Penzance
    Financial Planning Expertise since 1923. Cornwall's oldest established firm of financial planners, serving our clients' interests for over 90 years.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Throp Financial Planning

    Edinburgh
    215
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Smitton Wealth Solutions Limited

    Thornbury
    We are passionate about helping you achieving your financial goals at whatever stage you are in life. We understand that the key to a long-term financial planning relationship is based on honesty, explaining things clearly, and independent advice.
    20
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Vale Independent Financial Advisers Limited

    Llantrisant
    66
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Plutus Wealth Management LLP

    London
    Plutus is an award winning IFA firm providing independent advice, mortgage advice and wealth management for any individual.
    82
    £100k+
    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.