Top 20 Independent Financial Advisers in Milton

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  • Martin-Redman Partners

    Cambridge
    We provide independent financial advice on Pensions & Retirement Planning, Investment Advice & Management and Tax Planning. We provide unbiased financial advice to Individuals & their Families, Companies & Business Owners, Trusts and Charities.
    33
    £100k+
    7.0
    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.
    178
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Trust Will Plan Ltd T/A Total Wealth Planning

    Cambridge
    We will take the time to get to know you and understand your specific requirements, offering quality and trustworthy financial
    16
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Neil Dixon at True Potential Weath Management

    Landbeach
    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+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Humboldt Financial

    Cambridge
    We do more financial planning in 2 hours, than most do in 7 years
    473
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ascot Lloyd

    Cambridge
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    444
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Neil Walker at 2plan Wealth Management

    Cambridge
    With approaching 30 years experience, Neil prides himself on his ability to help his customers achieve their financial goals. He provides Independent Advice to both personal and business customers throughout East Anglia.
    < 10
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Moneyology limited

    Cambridge
    Moneyology Provide Independent Financial Advice and wealth management to private clients companies  in Cambridge, Stevenage, Norwich, Hertfordshire and  London.
    85
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Iceni Financial Advisers Ltd

    Cambridge
    We are professional, friendly and helpful. We are passionate about helping our clients achieve their financial goals.
    92
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Fairstone Financial Management Ltd

    Cottenham
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5206
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Provisio Wealth Management

    Cambridge
    High quality, cost-effective, pension, investment and tax planning advice for Private Clients, Business Owners, Trustees and Charities
    28
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Cambridge
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5206
    £0+
    9.1
    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.
    249
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Cambridge
    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.
    11769
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • B V Services

    Cottenham
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Investments
  • Golden Oak Wealth Management

    Cambridge
    Voted Wealth & Finance "Best Investment Planning Firm (Midlands) 2018" and The Times "Top 100 Highest Rated Financial Advice Firms" 2020 UK Enterprise Awards Best Investment Management Firm 2020 Excellence Award for Inheritance Tax Planning Services 2020
    104
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Cambridge
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8899
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Dartington Wealth Management Ltd

    Cambridge
    We provide award winning independent financial advice to individuals, business owners, charities and trustees, working alongside your other professional advisers. Services include financial planning, investment advice and retirement planning.
    128
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Blake & Day Financial Planning

    Cambridge
    I deliver Financial Planning Solutions in all aspects from pensions, investments, protection, inheritance tax through to estate planning
    10
    £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.

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.