Top 10 Independent (IFAs) & Restricted Financial Advisers in Burton On The Wolds

I need advice on
Total assets
My postcode
First meeting is free

  • BTW Financial

    Rempstone
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement

  • CAT ELEY-GAUNT – 2 PLAN WEALTH MANAGEMENT LTD

    Barrow upon soar
    FCA verified
    We give Independent Financial Advice, so you can focus your time and effort on the important, enjoyable things in life!!
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • Charnwood Financial Planning LLP.

    Barrow upon soar
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement
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  • Santorini Financial Planning Ltd

    Loughborough
    FCA verified
    We’re a lifestyle financial planning firm based in Leicestershire. We provide independent financial advice for Leicestershire’s small business owners and senior execs who are on the road to retirement or sale.
    14
    £100k+
    Can help with
    Pensions & retirement

  • Bloxham Brooks & Bailey

    Quorndon
    FCA verified
    We are financial advisors that grow your wealth and make a positive impact to help save the planet.
    57
    £0+
    Can help with
    Pensions & retirement

  • WKM Wealth Ltd

    Quorndon
    FCA verified
    Do you want to work with a company that really does care about clients, rather than being one of thousands and just a line on a spreadsheet? If so, get in touch. WKM was setup by 4 friends to provide the best outcomes for clients and that's it.
    < 10
    £100k+
    Can help with
    Pensions & retirement

  • Intelligent Financial Advisory Ltd

    Quorndon
    FCA verified
    Creating, managing and protecting your wealth the intelligent way
    40
    £0+
    Can help with
    Pensions & retirement

  • Cambourne Financial Planning Limited

    Loughborough
    FCA verified
    < 10
    £0+
    Can help with
    Tax & trust planning

  • Chesterton House Financial Planning Limited

    Loughborough
    FCA verified
    For nearly 30 years we’ve been helping our clients and their families grow, manage and protect their wealth and lifestyle.
    42
    £250k+
    Can help with
    Pensions & retirement

  • Woodgate Financial Planning Ltd

    Loughborough
    FCA verified
    𝐖𝐡𝐚𝐭𝐞𝐯𝐞𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐟𝐮𝐭𝐮𝐫𝐞 𝐲𝐨𝐮 𝐰𝐚𝐧𝐭, 𝐰𝐞’𝐫𝐞 𝐡𝐞𝐫𝐞 𝐭𝐨 𝐡𝐞𝐥𝐩; 𝐢𝐧𝐜𝐥𝐮𝐝𝐢𝐧𝐠 𝐩𝐞𝐧𝐬𝐢𝐨𝐧𝐬, 𝐰𝐞𝐚𝐥𝐭𝐡 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭, 𝐥𝐚𝐭𝐞𝐫 𝐥𝐢𝐟𝐞 𝐚𝐝𝐯𝐢𝐜𝐞 𝐚𝐧𝐝 𝐞𝐬𝐭𝐚𝐭𝐞 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠. ★★★★★
    28
    £250k+
    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.