Top 20 Independent Financial Advisers in Potsgrove

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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.

    • Eversley Wealth Management Eversley Wealth Management

      Hertford

      We provide bespoke, unbiased independent advice to help our clients achieve their financial goals.

      We provide bespoke, unbiased independent advice to help our clients achieve their financial goals.
      69
      £0+
      7.6
      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
      69
      £0+
      7.6
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Grosvenor Wealth Management Ltd Grosvenor Wealth Management Ltd

      London

      Grosvenor Wealth Management is truly independent, gives solution led advice and built on trusted relationships.

      Grosvenor Wealth Management is truly independent, gives solution led advice and built on trusted relationships.
      < 10
      £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
      < 10
      £100k+
      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

      Tingewick

      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.
      46
      £100k+
      9.3
      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
      46
      £100k+
      9.3
      Meet the team
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Quilter Financial Advisers - Tony Woodward Quilter Financial Advisers - Tony Woodward

      Virginia water

      Financial planning expert qualified in Final Salary Pensions, Investments and Long Term Care. Trusted advice: it's all about your needs.

      Financial planning expert qualified in Final Salary Pensions, Investments and Long Term Care. Trusted advice: it's all about your needs.
      11
      £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 Restricted - whole of market
      11
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Fintegrity Fintegrity

      London

      If you want no-nonsense independent financial planning advice delivered in plain English contact me for a free consultation.

      If you want no-nonsense independent financial planning advice delivered in plain English contact me for a free consultation.
      New adviser
      £50k+
      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
      New adviser
      £50k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Ian Kells - Stepping Stones Ian Kells - Stepping Stones

      Mansfield

      Everyone’s needs and objectives are unique. This is why our belief in tailor-made, personal service lies at the heart of the Stepping Stones approach.

      Everyone’s needs and objectives are unique. This is why our belief in tailor-made, personal service lies at the heart of the Stepping Stones approach.
      New adviser
      £20k+
      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
      £20k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • AFH Wealth Management AFH Wealth Management

      Bredicot

      I pride myself on offering genuinely impartial financial advice, in a friendly and professional manner. And I'm Chartered!

      I pride myself on offering genuinely impartial financial advice, in a friendly and professional manner. And I'm Chartered!
      72
      £50k+
      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
      72
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Frank Orlinski at Truly Independent Frank Orlinski at Truly Independent

      Alwoodley

      “A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life” I am to provide highly personalized service with the aim of 'earning the right' to be considered as your trusted advisor for many years to come.

      “A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life” I am to provide highly personalized service with the aim of 'earning the right' to be considered as your trusted advisor for many years to come.
      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
    • AFH Wealth Management LTD AFH Wealth Management LTD

      Burnley

      Friendly, fully independent pension, investment and inheritance tax planning advice from the comfort of your own home. 16 years experience.

      Friendly, fully independent pension, investment and inheritance tax planning advice from the comfort of your own home. 16 years experience.
      24
      £0+
      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
      24
      £0+
      9.0
      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

      Loddington

      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.
      22
      £100k+
      10.0
      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
      22
      £100k+
      10.0
      Meet the team
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

      All you need to
      know about
      finding advice

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    • Retirement Solutions (UK) Ltd Retirement Solutions (UK) Ltd

      Middlesbrough

      We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice

      We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
      25
      £0+
      9.1
      Meet the team
      D
      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
      25
      £0+
      9.1
      Meet the team
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office The Private Office

      Didcot

      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.
      55
      £100k+
      9.3
      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
      55
      £100k+
      9.3
      Meet the team
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Hall Financial Planning LLP Hall Financial Planning LLP

      Welling

      We specialise in advising clients and their families who are either approaching or are in retirement.

      We specialise in advising clients and their families who are either approaching or are in retirement.
      31
      £250k+
      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
      31
      £250k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Akash Gupta, Chartered Financial Planner Akash Gupta, Chartered Financial Planner

      London

      Providing the best unbiased solutions for clients in the London area. I am also able to offer meetings over video/phone call or face to face in our office / your residence in order to suit your requirements around the Covid - 19 adjustments.

      Providing the best unbiased solutions for clients in the London area. I am also able to offer meetings over video/phone call or face to face in our office / your residence in order to suit your requirements around the Covid - 19 adjustments.
      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
    • Cormac O'Toole FPFS, LLB Cormac O'Toole FPFS, LLB

      Newtownabbey

      Cormac O'Toole - True Potential Wealth Manager I have 26 years industry experience including 23 years as an adviser. I am a Chartered Financial Planner and a Fellow of the Personal Finance Society.

      Cormac O'Toole - True Potential Wealth Manager I have 26 years industry experience including 23 years as an adviser. I am a Chartered Financial Planner and a Fellow of the Personal Finance Society.
      131
      £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
      131
      £100k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • P F M Associates Limited P F M Associates Limited

      Ringwood

      Chartered firm who are passionate about helping people organise their financial affairs to achieve all of their objectives.

      Chartered firm who are passionate about helping people organise their financial affairs to achieve all of their objectives.
      13
      £0+
      7.4
      Meet the team
      +1
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      13
      £0+
      7.4
      Meet the team
      +1
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Karl Vidak - Truly Independent Limited Karl Vidak - Truly Independent Limited

      Falkirk

      My aim as a financial advisor is to simplify a complex industry, in a way that makes sure you achieve your financial goals. I specialise in Retirement Planning, Pensions, Investments and Protection!

      My aim as a financial advisor is to simplify a complex industry, in a way that makes sure you achieve your financial goals. I specialise in Retirement Planning, Pensions, Investments and Protection!
      New adviser
      £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
      New adviser
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Beesure Financial Planning Ltd Beesure Financial Planning Ltd

      Splott

      Invest yourself, Protect yourself, Bee yourself. Give us a call today to find out more!

      Invest yourself, Protect yourself, Bee yourself. Give us a call today to find out more!
      < 10
      £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
      < 10
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Murray Asset Management UK Limited Murray Asset Management UK Limited

      Edinburgh

      Our clients’ best interests are at the heart of everything. We strive to earn and retain their confidence and trust.

      Our clients’ best interests are at the heart of everything. We strive to earn and retain their confidence and trust.
      34
      £50k+
      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
      34
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • eightfourtwo eightfourtwo

      London

      eightfourtwo is an agile and modern wealth management company. We build lifelong working relationships that flourish due to the trust that comes from a transparent approach and consistently successful outcomes.

      eightfourtwo is an agile and modern wealth management company. We build lifelong working relationships that flourish due to the trust that comes from a transparent approach and consistently successful outcomes.
      26
      £250k+
      7.0
      Meet the team
      +2
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      26
      £250k+
      7.0
      Meet the team
      +2
      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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