Top 20 Independent Financial Advisers in Overstone

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

    Rhosddu
    'Harken' means to attentively listen and attend to, which is fundamental to providing excellent financial planning and advice. No two clients are the same and as such it's important your adviser understands you and your needs so you can meet your objectives. Harken Financial was built upon this sound principle. We provide completely independent and expert advice on pensions and retirement, investments, estate planning, protection and mortgages. We offer flexible meetings, serving clients across Cheshire, Shropshire, Staffordshire, North and Mid Wales.
    117
    £0+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Philip J Milton & Company Plc

    Barnstaple
    Established in 1985, the Company specialises in all aspects of financial planning advice.
    61
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rothesay Bennett Financial Planning

    Edinburgh
    All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
    205
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carter Dawes Ltd.

    Great burstead and south green
    If you are looking for an approachable and proficient team of advisers who will listen carefully to what you want to achieve with your finances, you have come to the right place.
    207
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • HQ Financial Planning

    Wigan
    Independent Financial Planners, specialising in pensions, investments and retirement planning.
    154
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management - Somerset

    Taunton
    Within everything we do the customer comes first and we pride ourselves on making a difference to someone's life.
    52
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • NTM Financial Services Ltd

    Riverside
    We offer personal financial advice with three service levels. This gives you the ability to access quality advice in an affordable way.
    55
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning

    Plymouth
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Optimum Independent Financial Advisers Ltd

    Colchester
    In short: ‘We Care’.
    139
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kevin Robins - True Potential Wealth Management

    Barnsley
    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.
    108
    £100k+
    10.0
    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.
  • Holborn Assets Limited

    Richmond
    Specialist Pension and Investment Advisers.
    142
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Clifford Osborne Limited Independent Financial Advisers

    Bexhill on sea
    If you are considering taking independent financial advice, we would love to talk to you ,and we are happy to serve clients with any level of wealth.
    170
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Haven Protect Limited

    Stockton heath
    Whether you're planning for your retirement, investing for your future, passing on your wealth or protecting your loved ones, our professionals are able to help. Qualified Independent Financial Advisers taking a holistic approach to financial planning.
    < 10
    £0+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Neil Dixon at True Potential Weath Management

    Tewkesbury
    A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
    New adviser
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Old Royle Wealth Management Ltd

    Lymm
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.
    868
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lionel-Kojoson

    Kingston upon thames
    You the client, know your situation best and we, at Lionel-Kojoson are experts and know our industry. Together we can create smart plans to achieve your goals.
    17
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Park Financial Limited

    Kingston upon thames
    We specialise in the pension and equity release areas and also offer the option of a performance based ongoing service.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd

    Ruislip
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    25
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Sheffield
    I provide a bespoke, personal financial planning and advisory service tailored and unique to you. I believe that the cornerstone of effective financial planning is the recognition that everyone’s economic and life situation is unique.
    191
    £20k+
    7.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LJ Financial

    Southport
    We offer holistic Financial Planning advice and specialise in Investments, Pensions & Retirement Planning.
    361
    £0+
    8.1
    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.