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Top 10 Independent (IFAs) & Restricted Financial Advisers in Stanton Under Bardon

Find the best FCA regulated financial advisers in Stanton Under Bardon. Get expert help near you with pensions, investments, retirement planning and more
Stanton Under Bardon, Hinckley And Bosworth, Leicestershire
Douglas Steers & Company

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
Tracey Mather Wealth Management Ltd

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
The Private Office

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
38122
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Douglas Steers & Company

Douglas Steers & Company

Newtown linford
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
Fairstone Group

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
Andrew Carley - True Potential Wealth Management LLP

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
Tracey Mather Wealth Management Ltd

Tracey Mather Wealth Management Ltd

Newtown linford
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
Ingenious Financial Solutions

Ingenious Financial Solutions

Ibstock
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
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
The Private Office

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
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.