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

Find the best FCA regulated financial advisers in Trowell. Get expert help near you with pensions, investments, retirement planning and more
Trowell, Broxtowe, Nottinghamshire
Richard F Preston - 2 Plan Wealth Management

Richard F Preston - 2 Plan Wealth Management

Trowell
Initial consultation free
FCA verified
Independent
I truly believe that great financial advice is an ethical principal in achieving positive life and financial outcomes
Clients
helped
140
Minimum
wealth
£50k+
Meet the team
Richard Preston
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
TheWealthPoint

TheWealthPoint

Ilkeston
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3176
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Castlegate Financial Management

Castlegate Financial Management

Ilkeston
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
Recently added
Minimum
wealth
£500k+
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
Fidelius Ltd

Fidelius Ltd

Nottingham
Initial consultation free
FCA verified
Independent
Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Rachel Henley
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Tim Surguy - True  Potential LLP

Tim Surguy - True Potential LLP

Nottingham
Initial consultation free
FCA verified
Independent
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
94
Minimum
wealth
£0+
Meet the team
Tim Surguy
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Symatic Wealth

Symatic Wealth

Nottingham
Initial consultation free
FCA verified
Restricted
We can all imagine the future we want for ourselves and our family. As life gets busier clients often find themselves with less time to focus on their finances. As your trusted adviser I help ensure the things that are important to you are taken of.
Clients
helped
15
Minimum
wealth
£50k+
Meet the team
Michael Davies
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Stockbroking services
Matt Pike  - Opal Financial Planning (M&G TAP)

Matt Pike - Opal Financial Planning (M&G TAP)

Ilkeston
Initial consultation free
FCA verified
Restricted
We all have things that are important to us. Even if it’s making sure your current standard of living lasts throughout retirement, it’s important to know where to start.
Clients
helped
46
Minimum
wealth
£50k+
Meet the team
Matt Pike
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Buck Wealth Management Ltd  -  Independent Financial Advisers

Buck Wealth Management Ltd - Independent Financial Advisers

Nottingham
Initial consultation free
FCA verified
Independent
Expert, affordable independent financial advice that's tailored to you.
Clients
helped
193
Minimum
wealth
£100k+
Meet the team
J
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 2 more matches
Red IFA (Nottingham) LTD

Red IFA (Nottingham) LTD

Nottingham
Initial consultation free
FCA verified
Independent
We are Red IFA and we speak only one language, Simplicity. We have a culture of treating our customers fairly
Clients
helped
182
Minimum
wealth
£50k+
Meet the team
Ewan Henderson
Cath Ball
Sue Chicken
James Wilkinson
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
The Private Office

The Private Office

Nottingham
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
39669
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+48
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Frequently Asked Questions about Financial Advisers in Trowell