Top 20 Independent Financial Advisers in Preston Capes

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  • Flying Colours

    Swindon
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8961
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • City Gate Aberdeen Limited

    Aberdeen
    Coronavirus (COVID-19) With regards to the rapidly changing situation with Coronavirus, we have decided to take a number of actions to protect our clients, staff members and their wider families. WE ARE NOW OPEN FOR FACE TO FACE BUSINESS WITH THE FOLLOWING RESTRICTIONS IN PLACE: A maximum of 2 people can attend appointments, as this will allow us to maintain the 2 metre social distancing rules at all times. If you have children, we request that you do not bring them to the office at this time. You will be unable to use our toilet facilities. You will be asked to use our hand sanitiser on entering the office and when leaving. Please observe and follow the signs on the floor. As we are restricting the number of people in the office, you may be asked to wait outside (or in your car) until the previous clients have left. If you are feeling unwell prior to your appointment, please do not attend but give us a call to either rearrange or convert to a telephone appointment. If you appear to be unwell or are coughing, we will politely ask you to leave and either arrange a phone appointment or rearrange for a later date. The office will be fully cleaned between appointments. We thank you for your understanding during these strange times, but if you have any concerns, please don't hesitate to contact us.
    46
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Richmond
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8961
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Sutton coldfield
    We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety. Please email us should you require financial advice. Our specialisations lie within constructing tax efficient inve
    545
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Adrian Hornett at Quilter Financial Advisers Ltd

    Porthcawl
    My purpose is to help you to achieve your aspirations through expert financial planning.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • PenLife Chartered Financial Planners

    York
    We’re the first Chartered Financial Planners in Yorkshire to hold the coveted Kite Mark British Standard 8577.
    40
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Preston
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5235
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Barwells Independent Financial Management Ltd

    Beddingham
    We believe that great financial advice is at the core of building a more certain financial future for our clients.
    13
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Redditch
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5235
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Brightside Planning

    Manchester
    We’re here to help you Plan For Life, working together to look at money in new ways.
    67
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

    All you need to
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    How to understand your own advice needs and when it’s time to ask an adviser.
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  • Alexander House Financial Planning Ltd

    Dromore
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    201
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Slater Financial Ltd

    Sale
    20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
    403
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Blandford forum
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8961
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Colin Hart - True Potential Wealth Management

    Bickenhill and marston green
    Financial Times (Adviser) - SIPP Adviser of The Year. As part of the award winning True Potential Group, our aim is to revolutionise the way wealth management is delivered offering a wide range of financial services, including DB Pensions advice.
    17
    £500k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Skelmersdale
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8961
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bryan J Hollingsworth, ACII DipPFS CeMAP, chartered financial planner

    Exeter
    Impartial and professional advice for personal and business clients, to meet a particular need or provide an overall financial strategy.
    103
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Prosperity Financial Advisors and Stockbrokers Limited

    Fareham
    "I can't predict the future... but I can prepare for it"
    199
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Boness
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5240
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Clarity Financial Services

    Stockport
    < 10
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Leighton linslade
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5235
    £0+
    9.0
    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.