Top 20 Independent Financial Advisers in Oakham

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  • Efficient Portfolio Wealth Management Ltd

    Oakham
    Our chartered firm believes in helping people to clarify and realise their dreams and goals through their financial planning.
    71
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Henry Spain Investment Services

    Oakham
    We provide the intimacy of a dedicated, local wealth management practice backed by global research and financial security.
    24
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory

    Oakham
    Creating, managing and protecting your wealth the intelligent way.
    New adviser
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours & Partners

    Oakham
    18
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    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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