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

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

Evelyn Partners

Churchover

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

741

Minimum
wealth

£500k+

Can help with

Pensions & retirement

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Lord Clarke Ltd

Lutterworth

FCA verified

In a period of uncertainty our aim is to help you reduce or eliminate financial risk, whilst realising your financial goals. We work hard to help our clients see the difference between how much money they think they have and how much they actually do.

Clients
helped

< 10

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

The Private Office

Lutterworth

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

MPI Financial Advice

Lutterworth

FCA verified

We provide a free update & advice service to help you understand your plans.

Clients
helped

8051

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Hymans Robertson Personal Wealth

Rugby

FCA verified

Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.

Clients
helped

183

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Intelligent Financial Advisory Ltd

Rugby

FCA verified

I provide bespoke advice to help look after yourself, your family, and your future. I will look at your current position, and look to form and implement a short, medium, and long-term strategy, with you at the centre, to protect and develop your assets.

Clients
helped

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

TheWealthPoint

Rugby

FCA verified

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

Clients
helped

2854

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Ingenious Financial Solutions

Bitteswell and bittesby

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

Start enquiry View profile

Fairstone Group

Bitteswell and bittesby

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

PSA Financial Services - Elliot Conteh

Rugby

FCA verified

My true passion comes from connecting with individuals and helping them achieve long-term financial goals through pension, investment, and retirement planning.

Clients
helped

404

Minimum
wealth

£50k+

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.