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Top 10 Independent (IFAs) & Restricted Financial Advisers in Burton And Dalby

Find the best FCA regulated financial advisers in Burton And Dalby. Get expert help near you with pensions, investments, retirement planning and more
Burton And Dalby, Melton, Leicestershire
True Potential Wealth Management - Jason Lynch

True Potential Wealth Management - Jason Lynch

Melton mowbray
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 palnning.
Clients
helped
470
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Start enquiryView profile
Helen Durrant at True Potential Wealth Management Ltd

Helen Durrant at True Potential Wealth Management Ltd

Melton mowbray
FCA verified
Don’t wait until your dreams are out of reach. Tell us your financial goals and we could help you achieve them.
Clients
helped
14
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Start enquiryView profile
Smith & Pinching Financial Services Ltd

Smith & Pinching Financial Services Ltd

Melton mowbray
FCA verified
Are you ready to take control of your financial future with confidence? As Chartered Financial Planners, we are dedicated to helping you achieve your goals with personalised, unbiased advice tailored specifically to your needs.
Clients
helped
258
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
Buck Wealth Management Ltd - Independent Financial Advisers

Buck Wealth Management Ltd - Independent Financial Advisers

Melton mowbray
FCA verified
Expert, affordable independent financial advice that's tailored to you.
Clients
helped
187
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Start enquiryView profile
Perrett & Co Financial Services Ltd

Perrett & Co Financial Services Ltd

Wymondham
FCA verified
WE ARE OPEN AS USUAL VIA CALL /VIDEO CONFERENCING/SCREEN SHARING DURING THE COVID19 CRISIS. Leading firm of independent financial advisers in the East Midlands, offering a high-quality and competitive service to individuals and businesses.
Clients
helped
22
Minimum
wealth
£0+
Can help with
Financial planning
Start enquiryView profile
Headway Wealth

Headway Wealth

Asfordby
FCA verified
I have been working in the wealth management industry since 2009, specialising in pension transfers/consolidations and can assist with all types of pension. The advice I give is truly independent with no bias towards any particular investment manager.
Clients
helped
156
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Start enquiryView profile
Equity Select Ltd.

Equity Select Ltd.

Asfordby
FCA verified
We pride ourselves on working with you, our clients, throughout the entire process, to ensure everything goes as smoothly as possible. We offer a full range of financial advice covering Mortgages, Equity Release, Protection, Pensions and Investments.
Clients
helped
< 10
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Start enquiryView profile
Smith & Pinching Financial Services Ltd

Smith & Pinching Financial Services Ltd

Wymondham
FCA verified
Are you ready to take control of your financial future with confidence? As Chartered Financial Planners, we are dedicated to helping you achieve your goals with personalised, unbiased advice tailored specifically to your needs.
Clients
helped
258
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
Ingenious Financial Solutions

Ingenious Financial Solutions

Oakham
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 enquiryView profile
Intelligent Financial Advisory Ltd

Intelligent Financial Advisory Ltd

Oakham
FCA verified
Creating, managing and protecting your wealth the intelligent way
Clients
helped
992
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Start enquiryView profile
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.