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

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

Fairstone Group

Coalville

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

Start enquiry View profile

Dean Wills Financial Planning

Shepshed

FCA verified

With years of experience in the financial industry, I have developed a deep understanding of the challenges and opportunities that individuals and families face when it comes to managing their wealth.

Clients
helped

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

Andrew Carley - True Potential Wealth Management LLP

Coalville

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

The Private Office

Shepshed

FCA verified

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

Clients
helped

38122

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

The Private Office

Hugglescote and donington le heath

FCA verified

Clients
helped

38122

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Douglas Steers & Company

Coalville

FCA verified

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

Clients
helped

9695

Minimum
wealth

£50k+

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

Tracey Mather Wealth Management Ltd

Charley

FCA verified

Tracey Mather Wealth Management Ltd has been providing financial advice for over 19 years. We provide broad based advice mainly to directors, professionals and retired clients helping them with practical solutions to their most important financial issues.

Clients
helped

< 10

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

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

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.