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

Find the best FCA regulated financial advisers in Lincolnshire. Get expert help near you with pensions, investments, retirement planning and more
Lincolnshire
True Potential Wealth Management - Jason Lynch

True Potential Wealth Management - Jason Lynch

Spalding
Initial consultation free
FCA verified
Restricted
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
487
Minimum
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Savings
Business
Castlegate Financial Management

Castlegate Financial Management

Horncastle
Initial consultation free
FCA verified
Independent
For over 30 years we’ve supported people and businesses across the East Midlands, London and beyond with retirement planning, business protection, investments, tax planning and legacy advice, delivering clarity now and lasting confidence for the future.
Clients
helped
14
Minimum
wealth
£250k+
Meet the team
Becky Womble
Adam Thompson
Lauren Hanson
Heather Hodson
Lucy Guinness
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Ian Bagshaw - Fairstone Financial Management

Ian Bagshaw - Fairstone Financial Management

Louth
Initial consultation free
FCA verified
Independent
Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.
Clients
helped
429
Minimum
wealth
£100k+
Meet the team
I
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Helen Durrant at True Potential Wealth Management Ltd

Helen Durrant at True Potential Wealth Management Ltd

Lincoln
Initial consultation free
FCA verified
Restricted
Don’t wait until your dreams are out of reach. Tell us your financial goals and we could help you achieve them.
Clients
helped
18
Minimum
wealth
£50k+
Meet the team
Helen Durrant
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Fairstone Group

Fairstone Group

Scredington
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15306
Minimum
wealth
£0+
Meet the team
Darren Knowles
Richard Copestake
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
The Private Office

The Private Office

Stamford
Initial consultation free
FCA verified
Independent
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
40100
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+38
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Almond Financial Ltd

Almond Financial Ltd

Market deeping
Initial consultation free
FCA verified
Restricted
A fresh approach to effective financial planning. Committed to Clarity. No confusion, zero gobbledygook.
Clients
helped
665
Minimum
wealth
£100k+
Meet the team
Lewis Chapman
Joe Fleet-Chapman
Sam Robinson
Lewis Colver
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Kirrage Williams Limited

Kirrage Williams Limited

Corby glen
Initial consultation free
FCA verified
Independent
We can help you plan for your financial future
Clients
helped
998
Minimum
wealth
£100k+
Meet the team
T
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Expatriate finances
Business
Imperial Wealth Advisory

Imperial Wealth Advisory

Grantham
Initial consultation free
FCA verified
Independent
Creating, managing and protecting your wealth the intelligent way
Clients
helped
75
Minimum
wealth
£150k+
Meet the team
Ajay Badiani
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Douglas Steers & Company

Douglas Steers & Company

Tattershall
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10683
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Frequently Asked Questions about Financial Advisers in Lincolnshire