Top 10 Independent (IFAs) & Restricted Financial Advisers in Carlton Le Moorland

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  • Throgmorton Financial Planning

    Bassingham
    FCA verified
    I'm a dedicated Independent Financial Adviser who takes pride in building long lasting client/adviser relationships. I have over 29 years’ experience in the banking and financial services industry. Well respected by both colleagues and clients, with a wealth of knowledge and able to practically apply this knowledge to assist you the client in Holistic Financial Planning to help you achieve your goals and aspirations. I truly believe that the 'one size fits all' approach doesn't work and that reviewing the whole picture is the way forward. I thoroughly enjoy meeting people from varied backgrounds and treat each client as an individual not a number!! I provide a free initial consultation meeting to explore if we can work together to achieve your aims going forward. When I'm not helping clients with their financial affairs I can be found out on a run somewhere!! I'm a very keen 'parkrunner' and can be found at the Lincoln parkrun on a Saturday morning either running or volunteering.
    < 10
    £0+
    Can help with
    Pensions & retirement

  • 3R Financial Services Ltd

    Collingham
    FCA verified
    At the centre of our approach is our independence, 3R is a “whole of the market” provider.
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Blakes Financial Management Ltd

    Coddington
    FCA verified
    Our simple principle is always to only provide advice that we would be happy to implement ourselves.
    49
    £0+
    Can help with
    Pensions & retirement
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  • Carrmichaels Ltd

    Waddington
    FCA verified
    We offer Independent advice on retirement options, pensions, savings and investments. Advice on life protection and auto enrolment for businesses.
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Mark Lightfoot

    North hykeham
    FCA verified
    Retirement and Pension Specialist, Chartered Financial Planner, locally based from Greetwell Road offices, over 21-years experience. Call today for a free consultation or informal chat.
    27
    £50k+
    Can help with
    Pensions & retirement

  • Nottingham Building Society

    North hykeham
    FCA verified
    < 10
    £0+
    Can help with
    Tax & trust planning

  • Nicholsons

    North hykeham
    FCA verified
    < 10
    £0+
    Can help with
    Tax & trust planning

  • Mark Smith Wealth Management Ltd

    Fernwood
    FCA verified
    Independent financial advice for clients who understand the value of professional financial planning and require a long term relationship.
    < 10
    £0+
    Can help with
    Tax & trust planning

  • jch investment management

    Lincoln
    FCA verified
    A Chartered Financial Planning firm providing a safe harbour for your wealth.
    < 10
    £100k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Lincoln
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4572
    £50k+
    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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