Top 20 Independent Financial Advisers in Wimpole

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  • The Pension Planner

    Haslingfield
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Cambridge, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    3585
    £50k+
    9.4
    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.
    19
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    11760
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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
    192
    £50k+
    7.0
    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.
    11760
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Cambourne
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8888
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    18
    £250k+
    9.0
    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.
    103
    £250k+
    9.0
    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
  • 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.
    982
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • 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
  • 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
  • Flying Colours

    Cambridge
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8888
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Premier Plus Ltd

    Cambridge
    Pension, Investment and Retirement advice, tailored to your individual needs. Daytime or Evening appointments in the comfort of your home.
    94
    £50k+
    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.
    11760
    £100k+
    9.4
    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
  • 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
  • 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
  • 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

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.