Top 20 Independent Financial Advisers in Steppingley

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    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.

    • PSA Financial Services - Elliot Conteh PSA Financial Services - Elliot Conteh

      Flitwick

      My true passion comes from connecting with individuals and helping them achieve long-term financial goals through pension, investment, and retirement planning.

      My true passion comes from connecting with individuals and helping them achieve long-term financial goals through pension, investment, and retirement planning.
      56
      £20k+
      8.8
      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
      56
      £20k+
      8.8
      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

      Ampthill

      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.
      60
      £100k+
      9.5
      Meet the team
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      60
      £100k+
      9.5
      Meet the team
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Eden Financial & Wealth Management Ltd Eden Financial & Wealth Management Ltd

      Aspley guise

      I have 35 years of experience in this industry where I have successfully helped various clients with different needs, requirements and expectations. My forte has always been giving my clients the best advice and service, regardless their financial status. I look forward to working with you and helping you with your Financial Planning.

      I have 35 years of experience in this industry where I have successfully helped various clients with different needs, requirements and expectations. My forte has always been giving my clients the best advice and service, regardless their financial status. I look forward to working with you and helping you with your Financial Planning.
      150
      £50k+
      9.8
      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
      150
      £50k+
      9.8
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Mick Hutton - Lighthouse Financial Advice Mick Hutton - Lighthouse Financial Advice

      Barton le clay

      I am a highly experienced financial advisor with over 25 years experience in providing high quality comprehensive financial advice to both personal and business clients from all walks of life, building long term relationships.

      I am a highly experienced financial advisor with over 25 years experience in providing high quality comprehensive financial advice to both personal and business clients from all walks of life, building long term relationships.
      27
      £0+
      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
      27
      £0+
      7.0
      Meet the team
      M
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Cathedral Independent Financial Planning Ltd Cathedral Independent Financial Planning Ltd

      Cranfield

      We help our clients achieve their goals, providing security for them and their families. Cathedral ..... assuring your tomorrow

      We help our clients achieve their goals, providing security for them and their families. Cathedral ..... assuring your tomorrow
      < 10
      £0+
      7.0
      Meet the team
      E
      E
      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
      £0+
      7.0
      Meet the team
      E
      E
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Excel121 Ltd Excel121 Ltd

      Walton

      Professional advice to guide you along your financial journey. Independent, Transparent, Unique.

      Professional advice to guide you along your financial journey. Independent, Transparent, Unique.
      64
      £0+
      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
      64
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Iron Wealth Management Limited Iron Wealth Management Limited

      Walton

      An experienced, meticulous and innovative financial planner.

      An experienced, meticulous and innovative financial planner.
      333
      £20k+
      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
      333
      £20k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Eden Financial & Wealth Management Ltd Eden Financial & Wealth Management Ltd

      Kents hill monkston and brinklow

      Independent financial advisers, giving you the time and attention you need to help you take control of your life goals.

      Independent financial advisers, giving you the time and attention you need to help you take control of your life goals.
      18
      £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
      18
      £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

      Kempston rural

      Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.

      Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
      58
      £100k+
      9.5
      Meet the team
      +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
      58
      £100k+
      9.5
      Meet the team
      +4
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Scottsdale Moneywise Limited Scottsdale Moneywise Limited

      Walton

      Scottsdale MoneyWISE was founded on the belief that face-to-face meetings with a trusted adviser are the cornerstone of financial planning.

      Scottsdale MoneyWISE was founded on the belief that face-to-face meetings with a trusted adviser are the cornerstone of financial planning.
      40
      £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 Restricted - whole of market
      40
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

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      know about
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    • Oak Wealth Planning Oak Wealth Planning

      Walton

      Oak Wealth Planning offer a range of financial services for different types of clients. We are Chartered Financial Planners.

      Oak Wealth Planning offer a range of financial services for different types of clients. We are Chartered Financial Planners.
      24
      £50k+
      7.0
      Meet the team
      +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
      24
      £50k+
      7.0
      Meet the team
      +4
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Quilter Financial Advisers Quilter Financial Advisers

      Milton keynes

      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+
      9.5
      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+
      9.5
      Meet the team
      A
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Aventur Wealth Aventur Wealth

      Leighton linslade

      A boutique wealth management company where the client is our sole focus. By building long term relationships we ensure their financial aspirations are met efficiently by providing professional, high quality and above all, trusted advice.

      A boutique wealth management company where the client is our sole focus. By building long term relationships we ensure their financial aspirations are met efficiently by providing professional, high quality and above all, trusted advice.
      31
      £50k+
      8.0
      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
      31
      £50k+
      8.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • True Potential Wealth Management LLP True Potential Wealth Management LLP

      Milton keynes

      Your financial interests, goals and aspirations are of paramount importance and are at the heart of any advice I give. I have a wealth of experience and can assist you with Pensions and Investment Wealth Management.

      Your financial interests, goals and aspirations are of paramount importance and are at the heart of any advice I give. I have a wealth of experience and can assist you with Pensions and Investment Wealth Management.
      82
      £250k+
      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 Restricted - whole of market
      82
      £250k+
      9.2
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Clear Vision Financial Planning Ltd Clear Vision Financial Planning Ltd

      Kempston rural

      Chartered and Certified Independent Financial Planner helping business owners, people retiring and solicitors to live the life they want.

      Chartered and Certified Independent Financial Planner helping business owners, people retiring and solicitors to live the life they want.
      < 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
    • Fairstone Financial Management Ltd Fairstone Financial Management Ltd

      Leighton linslade

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
      30
      £0+
      9.1
      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
      30
      £0+
      9.1
      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

      Leighton linslade

      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.
      24
      £100k+
      9.5
      Meet the team
      A
      D
      P
      D
      R
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      24
      £100k+
      9.5
      Meet the team
      A
      D
      P
      D
      R
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Caliber Wealth Management Ltd Caliber Wealth Management Ltd

      Campbell park

      Caliber help you get where you want to be, in a completely independent, personalised and plain English way.

      Caliber help you get where you want to be, in a completely independent, personalised and plain English way.
      140
      £50k+
      9.0
      Meet the team
      P
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      140
      £50k+
      9.0
      Meet the team
      P
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Succession Wealth Succession Wealth

      Dunstable

      Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial video call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.

      Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial video call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
      New adviser
      £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
      New adviser
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • True Potential LLP True Potential LLP

      Luton

      Helping my clients achieve their financial goals is at the heart of my business. I have been in financial services for over 26 years and have a wealth of knowledge and expertise in pensions, including Defined Benefit schemes, and investments.

      Helping my clients achieve their financial goals is at the heart of my business. I have been in financial services for over 26 years and have a wealth of knowledge and expertise in pensions, including Defined Benefit schemes, and investments.
      28
      £100k+
      9.3
      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
      28
      £100k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      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.