Top 20 Independent Financial Advisers in Derbyshire

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  • KW Wealth Planning Ltd

    Derby
    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.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Milestone Financial Planning

    Ashover
    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.
    53
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Nottingham
    We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
    22
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Shorts – Chartered Financial Planners

    Chesterfield
    Best Private Client Tax Practice - Tolley's Taxation Awards 2020. Est in 1890, we are Chartered Financial Planners providing independent, financial advice to individuals, businesses and trustees. Helping them create, manage and preserve their wealth.
    100
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Harmony Wealth Management LTD

    Chesterfield
    The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim is to pave the way for a more secure financial future for you and your family.
    < 10
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Slater Financial Ltd

    Chesterfield
    20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
    16
    £50k+
    8.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Clear Solutions Wealth and Tax Management

    Hilton
    < 10
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Overseal
    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
    55
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Slater Financial Ltd

    Glossop
    20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
    34
    £50k+
    7.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Great British Finance Limited

    Swadlincote
    Personal Financial & Mortgage advice available either at our offices or at your home address.
    58
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Mulberry Chartered

    Doveridge
    A Family run firm built over 30 years of client trust. Backed by The AFH Financial Group - one of the largest advisory firms in The UK with in excess of £6 billion under management. We are offering telephone or Teams for all initial enquiries.
    68
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kirrage Williams Limited

    Chesterfield
    We can help you plan for your financial future
    54
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark Lightfoot

    Chesterfield
    Retirement and Pension Specialist, locally based in Chesterfield, over 21 years experience. Call today for a free consultation or informal chat
    21
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Artisan Financial Ltd

    North wingfield
    Straight-talking, no nonsense, independent advice, in Derbyshire & Yorkshire for fortysomethings, people 5–10 years from retirement & people retiring now
    39
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Barlborough
    At AFH, we're with you on your journey, all the way.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Apex Wealth Management Ltd

    Derby
    10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Belper Independent Financial Solutions Ltd

    Belper
    Highly experienced team of Independent Advisers offering bespoke planning, either at home or at our office to suit.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Review Business

    Derby
    The global markets are changing and so are the way we do things, that's why we are here to help you make the most out of your finances
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Credencis

    Nottingham
    "Live for today, Invest for tomorrow"
    17
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Belper
    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.
    13
    £100k+
    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.