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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
FCA verified
I truly believe that great financial advice is an ethical principal in achieving positive life and financial outcomes
Clients
helped
134
Minimum
wealth
£50k+
Can help with
Pensions & retirement
TheWealthPoint

TheWealthPoint

Ilkeston
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
Clients
helped
95
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Harmony Wealth Management LTD

Harmony Wealth Management LTD

Ilkeston
FCA verified
The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim, as a Chartered Financial Planner, is to pave the way for a more secure financial future for you and your family.
Clients
helped
362
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Tim Surguy - True  Potential LLP

Tim Surguy - True Potential LLP

Nottingham
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
Symatic Wealth

Symatic Wealth

Nottingham
FCA verified
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
Recently added
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Buck Wealth Management Ltd  -  Independent Financial Advisers

Buck Wealth Management Ltd - Independent Financial Advisers

Nottingham
FCA verified
Expert, affordable independent financial advice that's tailored to you.
Clients
helped
187
Minimum
wealth
£100k+
Can help with
Pensions & retirement
SFL Wealth Management

SFL Wealth Management

Ilkeston
FCA verified
Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
Clients
helped
877
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Red IFA (Nottingham) LTD

Red IFA (Nottingham) LTD

Nottingham
FCA verified
We are Red IFA and we speak only one language, Simplicity. We have a culture of treating our customers fairly
Clients
helped
175
Minimum
wealth
£50k+
Can help with
Pensions & retirement
The Private Office

The Private Office

Nottingham
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
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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