Top 20 Independent Financial Advisers in Dunhamontrent

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  • The Pension Planner

    Leeds
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Leeds, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    3597
    £50k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Arlo Group

    London
    Independent, client-focused financial advice. Friendly, professional and trusted.
    78
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chestnut Financial Services

    Newark
    Whatever your concerns - whether they span care fees, pension planning, Wills & lasting powers of attorney (LPAs), investments, mortgages, equity release, insurances, or need advice following divorce or separation; we are here for you.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Paddock wood
    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.
    11809
    £100k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Panoramic Wealth Management Ltd

    Cranbrook and sissinghurst
    Panoramic is operating fully and we are at present not conducting face to face meetings. We can conduct meetings with you on Zoom or Teams and if preferred by of the phone to discuss your requirements.
    45
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ascot Lloyd

    Kelston
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    445
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lifetime IFA

    Torquay
    I am passionate about helping my clients plan their own unique retirement journey. It is a privilege to help build portfolios that provide excellent returns that enable quality of life and financial security throughout retirement.
    37
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Birmingham
    We're experts, we care, we're here so you can protect the life you love.
    143
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Asquire Wealth Management

    Edgware
    Focused on assisting our clients reach their future financial objectives. Circumstances change and so should your plans.
    109
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Perfect Protect Ltd

    London
    97
    £0+
    9.5
    Can help with Advice areas
    & specialisation
    Mortgages

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  • Milestone Financial Planning

    Winchester
    We are a truly independent, forward thinking company. We have expertise in complex planning, including Defined Benefit transfers, through to Inheritance Tax mitigation, firmly placing your interests at the heart of our business.
    139
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Keith Whitehead - LJ Financial Planning Ltd

    Twickenham
    Keith wants to combine his significant investment knowledge in a holistic approach to help his clients achieve their financial goals.
    396
    £50k+
    7.7
    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
    482
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kevin Robins - True Potential Wealth Management

    Chelmsford
    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.
    111
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark Lightfoot

    Doncaster
    Retirement and Pension Specialist, Chartered Financial Planner, locally based in Doncaster, Rotherham and Sheffield. Call today for a free consultation, informal chat or ask quick question.
    33
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Richard Wilson Chartered Financial Planner from True Potential Wealth Management

    Haywards heath
    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.
    53
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Citrus Financial Management Ltd

    London
    Personal finance should never be a mystery. What isn’t understood can very often feel frightening. So we use clear, simple language to increase understanding, reduce the fear of finance and increase our clients confidence and feeling of control.
    60
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ben Middleton at True Potential Wealth Management LLP

    Hemel hempstead
    Helping my clients achieve their financial goals is at the heart of my business. I have been in financial services for over 26 years and have a wealth of knowledge and expertise in pensions, including Defined Benefit schemes, and investments.
    67
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Warwick
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8914
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • KW Wealth Planning Ltd

    Bakewell
    We look after a diverse range of clients including private individuals, trusts, charities and corporates. We also work with some of the UK’s largest universities and institutions. Our goal is to build enduring relationships to realise the best financial outcomes for our clients and their families.
    57
    £100k+
    7.0
    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.