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

Find the best FCA regulated financial advisers in Woolsthorpebybelvoir. Get expert help near you with pensions, investments, retirement planning and more
Woolsthorpebybelvoir, South Kesteven, Lincolnshire
Tim Surguy - True  Potential LLP

Tim Surguy - True Potential LLP

Bottesford
FCA verified
During my 20 years as a Financial Adviser, I have built up an extensive knowledge in all areas of Financial Planning. I strive to achieve the best possible solution to meet my clients needs and objectives as they look to plan for the future.
Clients
helped
91
Minimum
wealth
£0+
Can help with
Pensions & retirement
Ingenious Financial Solutions

Ingenious Financial Solutions

Bottesford
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
Imperial Wealth Advisory

Imperial Wealth Advisory

Grantham
FCA verified
Creating, managing and protecting your wealth the intelligent way
Clients
helped
73
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Buck Wealth Management Ltd  -  Independent Financial Advisers

Buck Wealth Management Ltd - Independent Financial Advisers

Grantham
FCA verified
Expert, affordable independent financial advice that's tailored to you.
Clients
helped
187
Minimum
wealth
£100k+
Can help with
Pensions & retirement
The Private Office

The Private Office

Clawson hose and harby
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
Novitas Wealth Management Ltd

Novitas Wealth Management Ltd

Colsterworth
FCA verified
Trusted independent financial advisers in East Bridgford, Nottingham, providing tailored, practical solutions to help individuals and businesses achieve their financial goals with confidence
Clients
helped
59
Minimum
wealth
£250k+
Can help with
Pensions & retirement
The Private Office

The Private Office

Bingham
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
Novitas Wealth Management Ltd

Novitas Wealth Management Ltd

Bingham
FCA verified
Trusted independent financial advisers in East Bridgford, Nottingham, providing tailored, practical solutions to help individuals and businesses achieve their financial goals with confidence
Clients
helped
59
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Ian Bagshaw - Fairstone Financial Management

Ian Bagshaw - Fairstone Financial Management

Bingham
FCA verified
Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.
Clients
helped
397
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Wren Sterling

Wren Sterling

Bingham
FCA verified
Wren Sterling is a national financial advice business with office serving clients across the Midlands. We specialist in helping clients make sense of their finances, plotting a path forward that leaves clients feeling confident and in control.
Clients
helped
1854
Minimum
wealth
£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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