Top 20 Independent Financial Advisers in Epping Upland

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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.

    • John Castle, Protection Specialist John Castle, Protection Specialist

      Epping

      Hi, I'm John. I will provide you with you with first class information and advice to help you make fully informed financial planning decisions. Please get in touch to book your free consultation.

      Hi, I'm John. I will provide you with you with first class information and advice to help you make fully informed financial planning decisions. Please get in touch to book your free consultation.
      New adviser
      £0+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Mortgages
      Can help with Advice areas
      & specialisation
      Mortgages
      Initial consultation free FCA verified Independent financial adviser
      New adviser
      £0+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Mortgages
      Can help with Advice areas
      & specialisation
      Mortgages
    • Quilter Financial Advisers Quilter Financial Advisers

      Epping

      47
      £50k+
      9.4
      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
      47
      £50k+
      9.4
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Pensionexpert4u Limited Pensionexpert4u Limited

      Epping

      Let us sort out your financial problems. Home visits available weekends/evenings. Free initial meeting

      Let us sort out your financial problems. Home visits available weekends/evenings. Free initial meeting
      162
      £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
      162
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Chate Dosanjh - Alexander House Financial Planning Chate Dosanjh - Alexander House Financial Planning

      Theydon bois

      Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.

      Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
      71
      £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 Restricted - whole of market
      71
      £50k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Town Close Financial Planning Limited Town Close Financial Planning Limited

      Loughton

      Boring but effective. Truthful, helpful and kind.

      Boring but effective. Truthful, helpful and kind.
      39
      £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
      39
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Quilter Financial Planning Solutions Limited Quilter Financial Planning Solutions Limited

      Matching

      < 10
      £0+
      7.0
      Meet the team
      J
      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
      J
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Fixmypension.Com Fixmypension.Com

      Enfield

      Pensions specialists with 40 years’ experience, no enquiry too big or too small. All types of pension queries considered.

      Pensions specialists with 40 years’ experience, no enquiry too big or too small. All types of pension queries considered.
      246
      £50k+
      7.0
      Meet the team
      A
      L
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      246
      £50k+
      7.0
      Meet the team
      A
      L
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Brook Bekele at 2Plan Wealth Management ltd Brook Bekele at 2Plan Wealth Management ltd

      Loughton

      Providing bespoke & tailored financial advice to individuals and businesses.

      Providing bespoke & tailored financial advice to individuals and businesses.
      13
      £50k+
      7.0
      Meet the team
      B
      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
      £50k+
      7.0
      Meet the team
      B
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Mohammad Uz-Zaman at Holborn Assets Ltd Mohammad Uz-Zaman at Holborn Assets Ltd

      Chigwell

      I help my clients make the right choices from all the options that they are presented with, so that they can lead the lifestyle in retirement that they want. My clients value the personalised nature of the service that I provide.

      I help my clients make the right choices from all the options that they are presented with, so that they can lead the lifestyle in retirement that they want. My clients value the personalised nature of the service that I provide.
      < 10
      £100k+
      9.7
      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+
      9.7
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • DGS Chartered Financial Planners. DGS Chartered Financial Planners.

      London

      Experienced firm of Chartered and Independent Financial Advisers providing independent financial advice to individual and corporate clients.

      Experienced firm of Chartered and Independent Financial Advisers providing independent financial advice to individual and corporate clients.
      29
      £100k+
      9.0
      Meet the team
      K
      C
      D
      C
      J
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      29
      £100k+
      9.0
      Meet the team
      K
      C
      D
      C
      J
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

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    • Hulya - Aegis Financial Planning Hulya - Aegis Financial Planning

      Chigwell

      We are a privately owned and independent unrestricted wealth manager, with a specialist team of highly experienced Investment & Tax Advisers. We are a bespoke advisory practice and not a large, faceless corporation.

      We are a privately owned and independent unrestricted wealth manager, with a specialist team of highly experienced Investment & Tax Advisers. We are a bespoke advisory practice and not a large, faceless corporation.
      73
      £50k+
      8.4
      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
      73
      £50k+
      8.4
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Positive Solutions (Financial Services Limited) Positive Solutions (Financial Services Limited)

      Woodford green

      < 10
      £50k+
      7.0
      Meet the team
      S
      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
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office The Private Office

      London

      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.
      20
      £100k+
      9.2
      Meet the team
      S
      J
      T
      W
      A
      +6
      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
      £100k+
      9.2
      Meet the team
      S
      J
      T
      W
      A
      +6
      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

      Waltham cross

      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
    • Myers Davison Ginger Ltd Myers Davison Ginger Ltd

      Hertford

      Looking to build long term mutually beneficial relationships where satisfied clients are proud to give referrals.

      Looking to build long term mutually beneficial relationships where satisfied clients are proud to give referrals.
      135
      £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
      135
      £100k+
      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

      Ware

      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+
      9.5
      Meet the team
      +6
      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+
      9.5
      Meet the team
      +6
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Flying Colours Flying Colours

      Woodford green

      Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.

      Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
      88
      £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
      88
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Thompson Riddle Associates Ltd Thompson Riddle Associates Ltd

      Ware

      We are 'The Modern IFA' and aim to treat all of our clients fairly.

      We are 'The Modern IFA' and aim to treat all of our clients fairly.
      164
      £0+
      7.0
      Meet the team
      I
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      164
      £0+
      7.0
      Meet the team
      I
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office The Private Office

      Woodford green

      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.
      124
      £100k+
      9.1
      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
      124
      £100k+
      9.1
      Meet the team
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • 2plan Wealth Management Limited 2plan Wealth Management Limited

      Loughton

      Chartered Financial Planner offering independent financial advice to individuals, business owners and families to help optimise your financial decisions and manage your wealth.

      Chartered Financial Planner offering independent financial advice to individuals, business owners and families to help optimise your financial decisions and manage your wealth.
      < 10
      £50k+
      7.0
      Meet the team
      J
      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
      J
      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?

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