Top 10 Independent (IFAs) & Restricted Financial Advisers in Bruntingthorpe

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  • Furnley House

    Gilmorton
    FCA verified
    We're here to help you achieve your dreams.
    67
    £100k+
    Can help with
    Pensions & retirement
  • Succession Wealth (Leicestershire)

    Dunton bassett
    FCA verified
    I offer 20 years experience helping private clients step through the life-stages of their finances. This can be by accumulating assets in readiness for retirement, and then making that plan become a reality. Investing can be part of a larger Wealth strategy which requires a professional investment portfolio plan. I will make the complex aspects of financial planning understandable and enjoyable. I understand that there is no substitute for providing a trusted relationship with integrity and professionalism - and that is what I offer, with the stability of building a long-term relationship. I am also a Long Term Care expert and provide the security of lifetime advice and beyond, with Legacy planning being a specialist area supporting the next generation.
    < 10
    £250k+
    Can help with
    Pensions & retirement
  • Park Investments (Leicester) Ltd

    Broughton astley
    FCA verified
    < 10
    £0+
    Can help with
    Business
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  • Willday Wealth Management

    Husbands bosworth
    FCA verified
    We offer and personal face to face service. We get to your situation and then tailor our approach around you. We have your best financial interests at the heart of everything we do.
    51
    £0+
    Can help with
    Pensions & retirement
  • SRU Management

    Lutterworth
    FCA verified
    Putting together the pieces of future financial security, growth and peace of mind. Always trusted advice. Always at the right time. Always tailored to you.
    Recently added
    £100k+
    Can help with
    Pensions & retirement
  • Douglas Steers & Company

    Gilmorton
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4589
    £50k+
    Can help with
    Pensions & retirement
  • Andrew Carley - True Potential Wealth Management LLP

    Lutterworth
    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.
    40
    £50k+
    Can help with
    Pensions & retirement
  • Intelligent Financial Advisory Ltd

    Lutterworth
    FCA verified
    Creating, managing and protecting your wealth the intelligent way
    316
    £0+
    Can help with
    Pensions & retirement
  • Rakesh Parmar at Quilter Financial Advisers

    Lutterworth
    FCA verified
    Chartered Financial Planning Consultant offering financial planning for Pensions, Investments, Wealth preservation, IHT planning and Long term care advice.
    Recently added
    £100k+
    Can help with
    Pensions & retirement
  • PSA Financial Services - Glen Coleman

    Lutterworth
    FCA verified
    My true passion comes from building lasting relationships with individuals and helping them achieve their long-term financial goals through pension, investment, and retirement planning.
    173
    £50k+
    Can help with
    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.