Top 20 Independent Financial Advisers in Heath Reach

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    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.

    • 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+
      7.8
      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
      31
      £50k+
      7.8
      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 Financial Management Ltd Caliber Financial Management Ltd

      Leighton linslade

      Caliber Financial Management's approach is to build and maintain good working relationships through communication, trust and honesty.

      Caliber Financial Management's approach is to build and maintain good working relationships through communication, trust and honesty.
      61
      £50k+
      7.0
      Meet the team
      P
      R
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      61
      £50k+
      7.0
      Meet the team
      P
      R
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Ridgeways Chartered Financial Planners Ridgeways Chartered Financial Planners

      Soulbury

      We strive to deliver an outstanding client experience whilst meeting our clients financial needs.

      We strive to deliver an outstanding client experience whilst meeting our clients financial needs.
      36
      £250k+
      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 Independent financial adviser
      36
      £250k+
      9.3
      Meet the team
      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
    • 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
    • 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.
      62
      £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
      62
      £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

      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

      All you need to
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    • A G Shackcloth and Company A G Shackcloth and Company

      Edlesborough

      < 10
      £20k+
      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 Restricted - whole of market
      < 10
      £20k+
      7.0
      Meet the team
      C
      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
    • Michael Forward Financial Services Ltd Michael Forward Financial Services Ltd

      Shenley brook end

      We are a small and friendly firm of Independent Financial Advisers specialising in pensions, retirement planning and equity release.

      We are a small and friendly firm of Independent Financial Advisers specialising in pensions, retirement planning and equity release.
      47
      £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
      47
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • ASC Financial Solutions ASC Financial Solutions

      Shenley brook end

      Independent Financial Advisers providing quality advice specialising in pension/retirement planning options and building investment portfolios to generate growth/income.

      Independent Financial Advisers providing quality advice specialising in pension/retirement planning options and building investment portfolios to generate growth/income.
      121
      £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
      121
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Wealth and Tax Management Wealth and Tax Management

      Shenley brook end

      Let us review your private sector final salary pension scheme and show you how to maximise its benefits for you.

      Let us review your private sector final salary pension scheme and show you how to maximise its benefits for you.
      20
      £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
      20
      £250k+
      7.0
      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

      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+
      9.3
      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+
      9.3
      Meet the team
      A
      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
    • The Pension Planner The Pension Planner

      Central milton keynes

      We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Milton Keynes, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.

      We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Milton Keynes, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
      129
      £50k+
      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
      129
      £50k+
      9.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Paul Young Independent Financial Advisors Paul Young Independent Financial Advisors

      Central milton keynes

      Over the last forty years we have worked with thousands of clients to plan and achieve their financial goals and hence their lifetime aims. If you are looking to invest, plan for your retirement or review your pension situation, contact us.

      Over the last forty years we have worked with thousands of clients to plan and achieve their financial goals and hence their lifetime aims. If you are looking to invest, plan for your retirement or review your pension situation, contact us.
      < 10
      £50k+
      7.0
      Meet the team
      S
      A
      A
      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
      £50k+
      7.0
      Meet the team
      S
      A
      A
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • 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.
      54
      £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
      54
      £20k+
      8.8
      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.

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