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Top 10 Independent (IFAs) & Restricted Financial Advisers in Oakthorpe And Donisthorpe

Find the best FCA regulated financial advisers in Oakthorpe And Donisthorpe. Get expert help near you with pensions, investments, retirement planning and more
Oakthorpe And Donisthorpe, North West Leicestershire, Leicestershire
DGS Chartered Financial Planners

DGS Chartered Financial Planners

Ashby de la zouch
FCA verified
Experienced firm of Chartered and Independent Financial Advisers providing independent financial advice to individual and corporate clients.
Clients
helped
139
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Andrew Carley - True Potential Wealth Management LLP

Andrew Carley - True Potential Wealth Management LLP

Ashby de la zouch
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
Fairstone Group

Fairstone Group

Ashby de la zouch
FCA verified
Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
Clients
helped
14503
Minimum
wealth
£0+
Can help with
Pensions & retirement
Imperial Wealth Advisory

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
Great British Finance Limited

Great British Finance Limited

Swadlincote
FCA verified
Personal Financial & Mortgage advice available either at our offices or at your home address.
Clients
helped
61
Minimum
wealth
£0+
Can help with
Pensions & retirement
Ingenious Financial Solutions

Ingenious Financial Solutions

Swadlincote
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
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Slater Financial Ltd

Swadlincote
FCA verified
20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
Clients
helped
1356
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Integritas Financial Planners Ltd

Integritas Financial Planners Ltd

Swadlincote
FCA verified
Looking for truly independent financial advice you can trust? Integritas Financial Planners in Swadlincote offers bespoke, jargon-free guidance across pensions, investments, protection & mortgages. Free discovery meeting, no obligation.
Clients
helped
< 10
Minimum
wealth
£50k+
Can help with
Pensions & retirement
DGS Chartered Financial Planners

DGS Chartered Financial Planners

Swadlincote
FCA verified
Experienced firm of Chartered and Independent Financial Advisers providing independent financial advice to individual and corporate clients.
Clients
helped
139
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Ashwood Law Wealth Management

Ashwood Law Wealth Management

Heather
FCA verified
For advice on Pensions, Retirement Planning, Inheritance Tax Planning (IHT), Wealth Managment, Long Term Care, Equity Release, Life Cover ( Protection) and Mortgages.
Clients
helped
141
Minimum
wealth
£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.

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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.