Top 20 Independent Financial Advisers in Yelvertoft

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  • Adrian Brand at True Potential Wealth Management

    Rugby
    Helping you with your retirement planning and investment goals.
    New adviser
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • i-Pensions Advisory Ltd

    Rugby
    I am dual authorised through the Financial Conduct Authority and have permission to provide specific Final Salary transfer advice
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • i-Pensions Advisory Ltd

    Rugby
    Experienced Retirement Specialist with a demonstrated history of working in the financial services industry. Qualified to provide technical support
    30
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory Ltd

    Overstone
    Creating, managing and protecting your wealth the intelligent way
    15
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory Ltd

    Rugby
    Taking a human approach. Creating, managing and protecting your wealth the intelligent way
    92
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • PSA Financial Services - Elliot Conteh

    Rugby
    My true passion comes from connecting with individuals and helping them achieve long-term financial goals through pension, investment, and retirement planning.
    42
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lord Clarke Ltd

    Lutterworth
    In a period of uncertainty our aim is to help you reduce or eliminate financial risk, whilst realising your financial goals. We work hard to help our clients see the difference between how much money they think they have and how much they actually do.
    New adviser
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory Ltd

    Rugby
    Creating, managing and protecting your wealth the intelligent way
    29
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory Ltd

    Lutterworth
    Creating, managing and protecting your wealth the intelligent way
    42
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Barby
    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.
    22
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • ISJ Independent Financial Planning

    Rugby
    I’m not your typical Chartered Financial-planner. I provide professional, relaxed advice, to people retiring, divorcing or with money to Invest
    55
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Seymour Financial

    Kimcote and walton
    Understanding what a client needs or wants, both now and in the future is at the core of our business; and being independent allows us to consider all strategies and product providers, so our solutions deliver results.
    14
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rothesay Bennett Financial Planning

    Nottingham
    All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory Ltd

    Daventry
    Creating, managing and protecting your wealth the intelligent way
    53
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • i-Pensions Advisory Ltd

    Weedon bec
    I am dual authorised through the Financial Conduct Authority and have permission to provide specific Final Salary transfer advice
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ashwood Law Wealth Management

    Claybrooke magna
    For advice on Pensions, Retirement Planning, Investments and Savings, Wealth Management, Long Term Care & Life Cover.
    30
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tantum Financial Services

    Market harborough
    Grow your pension without investing your precious time!
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Henry Spain Investment Services

    Market harborough
    We provide the intimacy of a dedicated, local wealth management practice backed by global research and financial security.
    34
    £100k+
    10.0
    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"
    < 10
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • RMI Independent Financial Advisers

    Market harborough
    We’re independent Financial Advisers dedicated to providing tax-efficient solutions to individuals and businesses across the Midlands and London.
    50
    £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.