Top 20 Independent Financial Advisers in Upton

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  • Simply Pensions Ltd

    Barrowford
    Enjoy the Stress-Free Retirement you’ve dreamed of. Get independent advice on starting, transferring or accessing your pension, with transparent fixed fees and nothing to pay upfront
    17
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Golden Oak Wealth Management

    Market harborough
    Voted Wealth & Finance "Best Investment Planning Firm (Midlands) 2018" and The Times "Top 100 Highest Rated Financial Advice Firms"
    105
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Foster Denovo - Mark Beynon

    Surbiton
    Adviser of the Year 2016 - providing clients with financial certainty using jargon free language & clear & unbiased advice.
    396
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Clitheroe
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8926
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Scott Hanley at True Potential Wealth Management LLP

    Poole
    Your financial interests, goals and aspirations are of paramount importance and are at the heart of any advice I give. I have a wealth of experience and can assist you with Pensions, including Defined Benefit transfers and Investment Wealth Management.
    160
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Jupp Castle Financial Services Ltd

    Fleet
    We specialise in pensions, retirement planning, investments, tax planning, mortgages including equity release, and life and health insurance.
    106
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ross, Bell & Co IFA

    Crieff
    36
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Humboldt Financial

    London
    We do more financial planning in 2 hours, than most do in 7 years
    485
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Oyster Financial Planning Ltd

    Hythe and dibden
    Oyster Financial Planning will give you the Confidence, Peace of Mind and Reassurance about your financial future.
    33
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Just Financial Group Ltd.

    Glasgow
    Our Chartered Advisers provide clear, honest and bespoke Independent financial advice based on every client's individual needs and circumstances.
    150
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • The Private Office

    Heath
    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.
    11829
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Holme valley
    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.
    11829
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Pension Planner

    Teddington
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Birmingham, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    3600
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sheraton Financial Planning Ltd

    Wickham
    Shortlisted by the FT Money Management magazine as At Retirement Planner of the Year for 2017 and Winner in 2018.
    114
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Pensionexpert4u Limited

    Epping
    Let us sort out your financial problems. Home visits available weekends/evenings. Free initial meeting. Pension Transfer Specialists.
    176
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Advanced Asset Consultants.

    Ayr
    Chartered practice providing Pension Transfer Specialist advice on a Muli factor approach incorporating Investments, savings, trusts and estate planning. Independent planning for all your needs
    40
    £500k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd

    Wakefield
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    16
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alan Gledhill at Aitana Financial Services

    Newton abbot
    Our mission is to provide an exceptional financial planning service with a professional and compassionate approach.
    24
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tilney

    Bromley
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Guildford
    We're experts, we care, we're here so you can protect the life you love.
    147
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages

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.