Top 20 Independent Financial Advisers in Overstone

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  • Independent Options

    Worthing
    37
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    London
    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.
    60
    £100k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Golden Oak Wealth Management

    Cambridge
    Voted Wealth & Finance "Best Investment Planning Firm (Midlands) 2018" and The Times "Top 100 Highest Rated Financial Advice Firms" 2020 UK Enterprise Awards Best Investment Management Firm 2020 Excellence Award for Inheritance Tax Planning Services 2020
    89
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tailored Wealth Financial Management

    Teignmouth
    Providing unparalleled advice in all your personal and business needs from pensions, protection to corporate planning we can help.
    91
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Great eccleston
    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.
    17
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Jeff Smith Quilter Financial Advisers

    Tamworth
    I provide full financial planning advice for both individuals and companies in the Midlands area.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Birmingham
    I'm a fully qualified Independent Financial Adviser, with a friendly and professional approach to providing independent and impartial advice.
    20
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Otford
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    10
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Steve Tutton - BeeSure Ltd

    Coedkernew
    Providing Holistic Financial Planning | Helping Clients Achieve Financial Independence
    New adviser
    £20k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • John Wright at True Potential LLP

    Sheffield
    With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him
    15
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • True Potential Wealth Management

    Lytham st annes
    I offer clear and impartial Pensions and Investment advice, with a completely free, no obligation initial meeting.
    106
    £20k+
    7.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Active Insurance Services

    Manchester
    We are fully Independent Financial Advisers and General Insurance advisers
    60
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Principal & Prosper Holdings Limited

    Edinburgh
    We are a Chartered Firm of Financial Planners providing independent advice to individuals, business owners, professionals and those nearing retirement.
    20
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Trent River Capital Limited

    Stoke on trent
    FREE INITIAL CONSULTATION 32 YRS QUALIFIED 100 million invested Providing expert retirement and investment advice with the aim of growing and protecting your wealth
    99
    £50k+
    9.0
    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.
    47
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Regentia Lifestyle Planning Ltd

    Worksop
    Helping Clients make smarter financial decisions specialising in the areas of Investment, tax and Retirement Planning
    43
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Financial Advisers

    Salisbury
    Financial Advice that is tailored to you. Based on considerable experience in the financial sector. My aim always to help a businesses or individual to take a holistic view of their financial position and help them achieve their objectives.
    12
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • R & G Financial Services

    Larbert
    At R&G Financial Services we provide advice either in our office or in your own home.
    38
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Samuel Hull-Saldanha - True Potential Wealth Management

    Newton le willows
    I offer advice covering all your options pre and post Retirement including, Pension Consolidation, Flexible Drawdown, and Defined benefits transfers. I offer a full financial planning service incorporating Tax Planning, Investments, and Protection.
    44
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Armstrong Wealth Ltd.

    Orpington
    Welcome to Armstrong Wealth. Great service and excellent value advice for Pensions, saving & Investments, Life & Health insurance. In person, by phone or online. Get in touch today and get your financial plans on track.
    46
    £500k+
    9.4
    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.