Top 20 Independent Financial Advisers in Welford

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

    Hounslow
    A client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells
    1081
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Haworths Financial Services Limited

    Silsden
    Plain speaking advice for all your pension, investment, mortgage and protection needs
    42
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Warren & Warren

    Hessle
    < 10
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Sheffield
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5250
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Poole
    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.
    11952
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Devonshire Financial Services Limited

    London
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chantler Kent Investments

    Sevenoaks
    We are friendly, approachable advisers offering sound lifestyle financial planning and advice. We will provide you with advice in plain English that you can understand. We can hold meetings face to face, remotely via Zoom or by telephone.
    27
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Cheltenham
    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.
    11952
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    York
    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.
    11952
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Financial Affairs Ltd

    Grassington
    Expert Holistic Financial Planners.
    81
    £50k+
    7.0
    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.
  • LifeSearch

    Exeter
    We're experts, we care, we're here so you can protect the life you love.
    156
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • 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.
    11952
    £100k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Pension Advice Specialists

    Poynton and worth
    Helping people look after their retirement. A robust, unbiased, and client-focused advice service for those planning for retirement and their long-term future.
    35
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Whateley Wealth Management Ltd

    Cofton hackett
    We are Independent Financial Advisers giving best advice on how to build your prosperity with a solution which is bespoke and balanced to your exact needs. We firmly believe everyone deserves a secure financial future.
    211
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Oakley Independent Limited

    St helens
    Total Independent Financial, Saving, Investment, Pension and Business Advice from People who Care
    129
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Sunninghill and ascot
    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.
    11952
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Leeds
    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.
    11952
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Black Swan Financial Planning

    London
    An independent financial advice firm advising people who are either building up their wealth, thinking of retiring soon or already retired. We give you the confidence and security to enjoy your wealth, both now and in retirement.
    34
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • SMC Financial Services Ltd

    Liverpool
    Welcome to SMC Financial Services. We are dynamic, forward thinking, independent financial advisors in Crosby, Liverpool.
    217
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Barrow in furness
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5250
    £0+
    9.3
    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.