Top 20 Independent Financial Advisers in Caxton

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  • Paul Chada at True Potential Wealth Management

    Cambourne
    I have been giving quality, honest advice to my clients for over 25 years. I work with all walks of life, nationwide, helping them to achieve their aspirations in all areas of financial planning, including Defined Benefit/Final Salary advice.
    New adviser
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    20
    £250k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Hardwick
    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.
    33
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cambridge Wealth Management Limited

    Toft
    Independent Chartered Financial Planners providing pension, retirement and investment advice to private individuals, trustees and Companies.
    18
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Neil Dixon at True Potential Weath Management

    Shilton and barnacle
    A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
    New adviser
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kingsmarque Wealth Management

    Little eversden
    We help to create sound and comprehensive financial plans so that you can live out the retirement of your dreams
    29
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Gibbs Denley Financial Services

    Swavesey
    Financial advice, focused on you.
    16
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    137
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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!
    30
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Swavesey
    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.
    54
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • 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.
    53
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chord IFA

    Godmanchester
    We are Independent, Chartered, advisers, specialising in pensions (including Final-Salary & Defined-Benefit) and retirement in Peterborough, Cambridge and surrounding areas.
    94
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Aisa Financial Planning

    Over
    We work hard for those who care about outcomes with a focus on long term relationships with our clients
    19
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cambridge Financial Advisers

    Harston
    Our highly principled ethical approach to financial planning and investment management sets us apart from other financial planning firms. We are independent, meaning that our advice is truly unbiased and tailored to you.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • R W Wealth Management Limited

    Cambridge
    An experienced Independent Financial Adviser near Cambridge, providing whole of market independent financial advice to people with investment, retirement, inheritance tax & protection needs.
    30
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Akash Gupta, Chartered Financial Planner

    Histon
    Providing the best unbiased solutions for my clients with a personal relationship. Meetings can also be held over video/phone calls as well as in the office or your residence to accommodate the current Covid-19 related adjustments to suit your needs.
    113
    £100k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chris Philcox - True Potential Wealth Management

    Histon
    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.
    20
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Financial Advisers

    Cambridge
    At Quilter Financial Advisers we specialise in personal and corporate financial planning. Our philosophy is to offer a high quality and personal service to each of our valued clients.
    12
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Joseph Hawes at 2 Plan Wealth Management

    Colchester
    Clear, focussed, and practical financial planning solutions. Contact me to: review your pensions, savings or investments; protect your family or business; plan for a comfortable and secure retirement.
    < 10
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • P&B Wealth

    London
    We strive towards enriching our clients’ lives through prudent and conscientious management of their financial affairs enveloped in total care and respect.
    < 10
    £100k+
    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.