Top 10 Independent (IFAs) & Restricted Financial Advisers in Shackerstone
Find the best FCA regulated financial advisers in Shackerstone. Get expert help near you with pensions, investments, retirement planning and more
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
helped
141
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Tracey Mather Wealth Management Ltd
Market bosworth
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
helped
< 10
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Calum Mackenzie | PSA Financial Services
Market bosworth
FCA verified
Expert financial guidance you can trust. PSA Financial Services offers independent advice to help you plan, protect, and grow your wealth with confidence — providing clear, personalised support for every stage of life.
Clients
helped
helped
72
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Andrew Carley - True Potential Wealth Management LLP
Market bosworth
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
helped
209
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Ingenious Financial Solutions
Ibstock
FCA verified
We provide sound, financial solutions for our client's needs for today and for their future.
Clients
helped
helped
480
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Evelyn Partners
Market bosworth
FCA verified
"Are you powered by ‘Good Advice’?
At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
helped
741
Minimum
wealth
wealth
£500k+
Can help with
Pensions & retirement
The Private Office
Hugglescote and donington le heath
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
helped
38122
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
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
helped
209
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
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
helped
139
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
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
helped
14503
Minimum
wealth
wealth
£0+
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.