Top 20 Independent Financial Advisers in Holywellcumneedingworth

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  • Chantler Kent Investments - Sarah Grinnell

    Bromley
    We are still available to help you with your enquiries during these unprecedented times due to the Coronavirus outbreak. We can hold meetings remotely via Skype or Zoom & all paperwork can be emailed or scanned over. We are friendly, approachable advisers offering sound financial advice. We will provide you with advice in plain English that you can understand.
    67
    £20k+
    7.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • George Smith at PSA Financial

    Sleaford
    Our Mission is to provide clear, honest, no-nonsense financial solutions, helping our Clients achieve their financial ambitions.
    134
    £20k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carpenter Box Financial Advisers

    Worthing
    Whether you are a young family seeking protection against life’s unforeseen events, building a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, we can meet your needs
    36
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Beneficial Financial Management

    Alcester
    Provide friendly, low-cost, easily understood planning for individual clients. Specializing in Pensions Planning, Drawdown, Long term Investments & Residential/Buy-to-let mortgages. Based in Alcester for office appointments & work throughout the Midlands.
    54
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Whitehaven
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8978
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Barrow Financial Services Ltd

    Preston
    For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice.
    69
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Romford
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8985
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Fareham
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    10987
    £100k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Glasgow
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8978
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Aegis Financial Planning

    London
    A passionate financial adviser who takes a bespoke and holistic approach to every client by establishing their objectives and priorities and developing a long-term plan. I specialise in retirement planning, insurance, tax mitigation and estate planning.
    New adviser
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Dominic O'Connor - True Potential Wealth Management

    Altrincham
    Committed to helping clients make informed decisions about their future and achieve their financial goals. Key expertise in retirement, including defined benefit pension advice, investments and tax efficiency.
    47
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management LLP

    Ipswich
    I can assist with Final Salary Pension reviews.
    56
    £20k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • MJB (Partnership) Ltd - Independent Financial Advisers

    Chichester
    We offer sound financial advice with integrity, professionalism and a friendly approach.
    59
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mike Rogers IFA - AFH Management

    Yeovil
    We take care in identifying the customers overall requirements and pride ourselves on building long term relationships.
    67
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Milne Craig

    Paisley
    We offer an honest, down to earth approach to advising you from highly qualified staff with many years experience.
    74
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Old Royle Wealth Management Ltd

    Leeds
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.
    889
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lawrence Dean at True Potential

    Maidstone
    The main purpose of my role is to help professionals protect and grow their wealth.
    57
    £50k+
    7.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory Ltd

    Isham
    Creating, managing and protecting your wealth the intelligent way
    123
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kevin Robins - True Potential Wealth Management

    Earley
    Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
    114
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    London
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5250
    £0+
    9.0
    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.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.