Top 20 Independent Financial Advisers in Perry

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    1

    Tell us what you’re looking for
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    suitable advisers.

    2

    Have a free first meeting with the adviser
    to make certain of your choice.

    3

    Discuss the adviser’s services and
    fees before deciding whether to hire them.

    • PSA Financial Services - Glen Coleman PSA Financial Services - Glen Coleman

      Grafham

      My true passion comes from building lasting relationships with individuals and helping them achieve their long-term financial goals through pension, investment, and retirement planning.

      My true passion comes from building lasting relationships with individuals and helping them achieve their long-term financial goals through pension, investment, and retirement planning.
      29
      £20k+
      7.2
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      29
      £20k+
      7.2
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Beacon Wealth Management Ltd. Beacon Wealth Management Ltd.

      Kimbolton

      Speak to an adviser directly, phone number displayed. Best Advisers in East of England 2013 and 2015. Chartered and Independent.

      Speak to an adviser directly, phone number displayed. Best Advisers in East of England 2013 and 2015. Chartered and Independent.
      13
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      13
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Mark Sutton Dip PFS Cert CII (MP & ER) Lighthouse Financial Advice Ltd Mark Sutton Dip PFS Cert CII (MP & ER) Lighthouse Financial Advice Ltd

      St neots

      I provide a friendly professional service to help you achieve your financial goals and aspirations.

      I provide a friendly professional service to help you achieve your financial goals and aspirations.
      53
      £20k+
      7.0
      Meet the team
      M
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      53
      £20k+
      7.0
      Meet the team
      M
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office The Private Office

      Brampton

      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.

      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.
      53
      £100k+
      9.3
      Meet the team
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      53
      £100k+
      9.3
      Meet the team
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Claire Buchanan LLB (Hons), Bar, DipPFA – 2plan wealth management Claire Buchanan LLB (Hons), Bar, DipPFA – 2plan wealth management

      St neots

      We simply aim to save you money, make you money or make your existing money work harder!

      We simply aim to save you money, make you money or make your existing money work harder!
      30
      £0+
      7.0
      Meet the team
      C
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      30
      £0+
      7.0
      Meet the team
      C
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Chris Tomnie @ True Potential Wealth Management LLP Chris Tomnie @ True Potential Wealth Management LLP

      St neots

      Whole of Market Financial Advice to meet all of your Pension, Protection, Investment and mortgage needs.

      Whole of Market Financial Advice to meet all of your Pension, Protection, Investment and mortgage needs.
      136
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      136
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Chord IFA Chord IFA

      Godmanchester

      We are Independent, Chartered, advisers, specialising in pensions (including Final-Salary & Defined-Benefit) and retirement in Peterborough, Cambridge and surrounding areas.

      We are Independent, Chartered, advisers, specialising in pensions (including Final-Salary & Defined-Benefit) and retirement in Peterborough, Cambridge and surrounding areas.
      92
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      92
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Haverfords Haverfords

      Huntingdon

      We specialise in Pensions and Financial Planning in later life.

      We specialise in Pensions and Financial Planning in later life.
      205
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      205
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Golden Oak Wealth Management Golden Oak Wealth Management

      Huntingdon

      A free initial consultation with a Chartered Wealth Manager who will help establish how we can best help you

      A free initial consultation with a Chartered Wealth Manager who will help establish how we can best help you
      36
      £100k+
      9.5
      Meet the team
      H
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      36
      £100k+
      9.5
      Meet the team
      H
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Chris Philcox - True Potential Wealth Management Chris Philcox - True Potential Wealth Management

      Huntingdon

      I have been helping clients achieve their financial goals for over 13 years. I specialise in retirement planning, including the complex area of Defined Benefit pensions. I hold advanced retirement qualifications, ensuring the very best outcome and advice.

      I have been helping clients achieve their financial goals for over 13 years. I specialise in retirement planning, including the complex area of Defined Benefit pensions. I hold advanced retirement qualifications, ensuring the very best outcome and advice.
      12
      £250k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      12
      £250k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

      All you need to
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    • William Felix - Intelligent Financial Advisory Ltd William Felix - Intelligent Financial Advisory Ltd

      Bythorn and keyston

      Creating, managing and protecting your wealth the intelligent way

      Creating, managing and protecting your wealth the intelligent way
      48
      £20k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      48
      £20k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Andrew Kennedy @ Fairstone Financial Management Andrew Kennedy @ Fairstone Financial Management

      Sharnbrook

      I provide impartial, unbiased and tailored objective financial advice to individuals, families and small companies. I focus on cost and tax efficient investment planning with a view to protecting and enhancing clients' wealth.

      I provide impartial, unbiased and tailored objective financial advice to individuals, families and small companies. I focus on cost and tax efficient investment planning with a view to protecting and enhancing clients' wealth.
      < 10
      £100k+
      9.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £100k+
      9.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Hiren Khakhar at Sandringham Financial Partners Hiren Khakhar at Sandringham Financial Partners

      Bedford

      Your money is precious, so let me help you make the most of it. Expert in providing Pension Planning, Investments, Protection, and Inheritance Tax Planning.

      Your money is precious, so let me help you make the most of it. Expert in providing Pension Planning, Investments, Protection, and Inheritance Tax Planning.
      91
      £50k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      91
      £50k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Harteshwer Thind - PSA Financial Services Harteshwer Thind - PSA Financial Services

      Rushden

      Our mission is to provide clear, honest, no-nonsense financial solutions. Helping our clients achieve their financial ambitions via a holistic approach to financial planning bespoke to each individual.

      Our mission is to provide clear, honest, no-nonsense financial solutions. Helping our clients achieve their financial ambitions via a holistic approach to financial planning bespoke to each individual.
      50
      £20k+
      9.6
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      50
      £20k+
      9.6
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Adam McCarthy at True Potential Wealth Management Adam McCarthy at True Potential Wealth Management

      Cambourne

      I put my clients interests and financial goals absolutely at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.

      I put my clients interests and financial goals absolutely at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
      19
      £100k+
      9.4
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      19
      £100k+
      9.4
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Sterling Scotia Limited Sterling Scotia Limited

      Cambourne

      I have been giving sound, expert advice to my clients for the past 22 years. I am an award winning, highly experienced, Independent Financial Adviser with specialisms in pre and post retirement planning, savings and investments and tax efficiency.

      I have been giving sound, expert advice to my clients for the past 22 years. I am an award winning, highly experienced, Independent Financial Adviser with specialisms in pre and post retirement planning, savings and investments and tax efficiency.
      14
      £100k+
      9.1
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      14
      £100k+
      9.1
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Mitchell Prockter (Financial Services) Limited Mitchell Prockter (Financial Services) Limited

      Bedford

      Awards: -Financial Adviser of the Year 2016 -Corporate Responsibility Award 2016

      Awards: -Financial Adviser of the Year 2016 -Corporate Responsibility Award 2016
      144
      £0+
      7.0
      Meet the team
      G
      M
      J
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      144
      £0+
      7.0
      Meet the team
      G
      M
      J
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Dan Chadwick at AFH Wealth Management Dan Chadwick at AFH Wealth Management

      Bedford

      We believe that good financial advice shouldn’t cost the earth, and we are committed to using our position as one of the UK’s largest wealth management firms to provide the best possible service to our clients.

      We believe that good financial advice shouldn’t cost the earth, and we are committed to using our position as one of the UK’s largest wealth management firms to provide the best possible service to our clients.
      < 10
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Fairstone Financial Management Ltd Fairstone Financial Management Ltd

      Bedford

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
      77
      £0+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      77
      £0+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Tavistock Partners Ltd Tavistock Partners Ltd

      Barnwell

      Top rated with a score of 34/35 in the FT Mystery shop

      Top rated with a score of 34/35 in the FT Mystery shop
      29
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      29
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      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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