Top 10 Independent (IFAs) & Restricted Financial Advisers in Breedon On The Hill

Find the best FCA regulated financial advisers in Breedon On The Hill. Get expert help near you with pensions, investments, retirement planning and more

True Potential Wealth Management - Jason Lynch

Melbourne

FCA verified

I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax planning.

Clients
helped

470

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Andrew Carley - True Potential Wealth Management LLP

Melbourne

FCA verified

True Potential provides experienced advice bespoke to each individual client or company. Recognising that everyone’s personal situations are unique, we will take the time to get to know you, what’s important and work with you every step of the way.

Clients
helped

209

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Ian King Financial Planning Ltd

Staunton harold

FCA verified

There’s another way to plan for your future

Clients
helped

157

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Ingenious Financial Solutions

Melbourne

FCA verified

We provide sound, financial solutions for our client's needs for today and for their future.

Clients
helped

480

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Humboldt Financial

Melbourne

FCA verified

As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.

Clients
helped

2448

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

George Smith at PSA Financial

Castle donington

FCA verified

Our Mission is to provide clear, honest, no-nonsense financial solutions, helping our Clients achieve their financial ambitions.

Clients
helped

498

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

PSA Financial Services

Castle donington

FCA verified

At PSA we offer specialist financial planning in all areas ranging from investment advice to retirement planning, estate planning, long term care planning, mortgage advice and much more.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Ian King Financial Planning Ltd

Castle donington

FCA verified

There’s another way to plan for your future

Clients
helped

157

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

MPI Financial Advice

Castle donington

FCA verified

We provide a free update & advice service to help you understand your plans.

Clients
helped

8051

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Imperial Wealth Advisory

Ashby de la zouch

FCA verified

Creating, managing and protecting your wealth the intelligent way

Clients
helped

367

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.