Top 20 Independent Financial Advisers in Hatley

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    All advisers FCA-regulated

    How it
    works?
    1

    Tell us what you’re looking for
    and then choose from a list of
    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.

    • Kingsmarque Wealth Management 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

      We help to create sound and comprehensive financial plans so that you can live out the retirement of your dreams
      23
      £20k+
      8.5
      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
      23
      £20k+
      8.5
      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+
      9.2
      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
      14
      £100k+
      9.2
      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
    • Cambridge Wealth Management Limited Cambridge Wealth Management Limited

      Toft

      Independent Chartered Financial Planners providing pension, retirement and investment advice to private individuals, trustees and Companies.

      Independent Chartered Financial Planners providing pension, retirement and investment advice to private individuals, trustees and Companies.
      18
      £100k+
      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
      18
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Richmond House Wealth Management Limited Richmond House Wealth Management Limited

      Biggleswade

      We are ethically-minded Chartered Financial Planners providing personalised financial planning and investment solutions to private individuals, business owners and trustees. COVID-19 Update: The UK Government has announced its plans to move from the ‘containment’ phase of the COVID-19 outbreak, to ‘delay’. Our intention throughout this period is to continue to provide an uninterrupted service to all our clients and new enquirers, whilst adhering to government guidelines. If we are successful in receiving your enquiry from Unbiased then one of our Financial Planners will be in contact with you. We have the facility to conduct telephone reviews, mobile video calls, or conference/video calls. So if you would prefer to avoid face to face contact we can discuss the alternatives. Every situation is different, and we will work to find the right solution for you. Whilst volatile markets can cause anxiety in terms of pensions and investments, it is important that you take advice on all decisions. Falls in the market can often be an opportune moment to invest, so if you have any questions, concerns or reservations, please do not hesitate to get in touch.

      We are ethically-minded Chartered Financial Planners providing personalised financial planning and investment solutions to private individuals, business owners and trustees. COVID-19 Update: The UK Government has announced its plans to move from the ‘containment’ phase of the COVID-19 outbreak, to ‘delay’. Our intention throughout this period is to continue to provide an uninterrupted service to all our clients and new enquirers, whilst adhering to government guidelines. If we are successful in receiving your enquiry from Unbiased then one of our Financial Planners will be in contact with you. We have the facility to conduct telephone reviews, mobile video calls, or conference/video calls. So if you would prefer to avoid face to face contact we can discuss the alternatives. Every situation is different, and we will work to find the right solution for you. Whilst volatile markets can cause anxiety in terms of pensions and investments, it is important that you take advice on all decisions. Falls in the market can often be an opportune moment to invest, so if you have any questions, concerns or reservations, please do not hesitate to get in touch.
      19
      £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
      19
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office 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.

      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.
      32
      £100k+
      9.5
      Meet the team
      R
      J
      P
      D
      D
      +4
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      32
      £100k+
      9.5
      Meet the team
      R
      J
      P
      D
      D
      +4
      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.
      135
      £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
      135
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office The Private Office

      Royston

      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.
      67
      £100k+
      9.8
      Meet the team
      +6
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      67
      £100k+
      9.8
      Meet the team
      +6
      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
    • Wren Sterling in partnership with Saffron Building Society Wren Sterling in partnership with Saffron Building Society

      Royston

      We've worked with Saffron Building Society for many years, helping hundreds of customers make informed financial planning decisions

      We've worked with Saffron Building Society for many years, helping hundreds of customers make informed financial planning decisions
      26
      £50k+
      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 Independent financial adviser
      26
      £50k+
      7.0
      Meet the team
      M
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

      All you need to
      know about
      finding advice

      How to understand your own advice needs and when it’s time to ask an adviser.
      The different ways you can use Unbiased to identify the ideal adviser for you.
    • 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
    • Cambridge Financial Advisers 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.

      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+
      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
      < 10
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • R W Wealth Management Limited 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.

      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
      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
      30
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Gibbs Denley Financial Services Gibbs Denley Financial Services

      Swavesey

      Financial advice, focused on you.

      Financial advice, focused on you.
      16
      £250k+
      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
      16
      £250k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Alexander House Financial Planning Ltd. Alexander House Financial Planning Ltd.

      Cambridge

      Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.

      Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
      17
      £50k+
      9.5
      Meet the team
      +12
      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
      17
      £50k+
      9.5
      Meet the team
      +12
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • PSA Financial Services - Glen Coleman PSA Financial Services - Glen Coleman

      Hail weston

      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+
      7.1
      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
      29
      £20k+
      7.1
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Quilter Financial Advisers 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.

      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.
      < 10
      £100k+
      9.7
      Meet the team
      A
      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
      < 10
      £100k+
      9.7
      Meet the team
      A
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Joseph Hawes at 2 Plan Wealth Management Joseph Hawes at 2 Plan Wealth Management

      Cambridge

      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.

      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.
      New adviser
      £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
      New adviser
      £100k+
      9.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • P&B Wealth P&B Wealth

      Cambridge

      We strive towards enriching our clients’ lives through prudent and conscientious management of their financial affairs enveloped in total care and respect.

      We strive towards enriching our clients’ lives through prudent and conscientious management of their financial affairs enveloped in total care and respect.
      < 10
      £100k+
      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
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Premier Investment Management Services Ltd Premier Investment Management Services Ltd

      Great shelford

      Independent investment specialist, based near Cambridge, with over 20 years experience of advising and managing investments for individuals. Portfolio's are based around an individuals investment aspirations, risk levels and time horizons.

      Independent investment specialist, based near Cambridge, with over 20 years experience of advising and managing investments for individuals. Portfolio's are based around an individuals investment aspirations, risk levels and time horizons.
      < 10
      £50k+
      7.0
      Meet the team
      L
      Can help with Advice areas
      & specialisation
      Financial planning
      Can help with Advice areas
      & specialisation
      Financial planning
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £50k+
      7.0
      Meet the team
      L
      Can help with Advice areas
      & specialisation
      Financial planning
      Can help with Advice areas
      & specialisation
      Financial planning

    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.