Top 20 Independent Financial Advisers in Orchard Park

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  • Ascot Lloyd

    Cambridge
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    596
    £150k+
    9.0
    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.
    209
    £500k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • David Steers of Douglas Steers & Company

    Milton
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    348
    £50k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Alexander House Financial Planning Ltd.

    Histon
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House Financial Planning can look after all your financial needs.
    1378
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tees Financial Ltd

    Cambridge
    At Tees we work in partnership with our clients for the long term, always there when you need us. Tees have been awarded Chartered Financial Planner status and as independent financial advisers we are able to provide advice from the whole of the market.
    Recently Added
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Adam McCarthy & Sione Mitchell at True Potential Wealth Management

    Histon
    We put our clients interests and financial goals at the heart of our business, priding ourselves in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    139
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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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.
    35
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Succession Wealth Management Ltd

    Cambridge
    Financial planning is not about pensions, ISA's and complicated investments. It's about people.
    83
    £150k+
    9.0
    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.
    93
    £50k+
    7.0
    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.
    11
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • PSA Financial Services - Glen Coleman

    Cambridge
    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.
    92
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Humboldt Financial

    Cambridge
    We specialise in building you a tailored financial plan, ensuring you're as tax efficient as possible.
    1340
    £50k+
    9.2
    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
    29
    £250k+
    7.0
    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.
    16619
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • David Steers of Douglas Steers & Company

    Oakington and westwick
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    348
    £50k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • David Steers of Douglas Steers & Company

    Cambridge
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    348
    £50k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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
    116
    £150k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Humboldt Financial

    Cambridge
    We specialise in building you a tailored financial plan, ensuring you're as tax efficient as possible.
    1340
    £50k+
    9.3
    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.
    179
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ashley Townsend Prosperity IFA

    Cambridge
    It is a privilege, and not a right, to be able to work collaboratively with a client and potentially shape their financial future for the better.
    128
    £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.