Top 20 Independent Financial Advisers in Waltham Abbey

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  • Fixmypension.Com

    Enfield
    Pensions specialists with 40 years’ experience, no enquiry too big or too small. All types of pension queries considered.
    2298
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Evolution Financial Services

    Enfield
    We look to demystify the advice process, working with you to take the worry out of planning for your future.
    New adviser
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Town Close Financial Planning Limited

    Loughton
    Boring but effective. Truthful, helpful and kind.
    48
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cranbourne Financial

    Waltham cross
    We are a professional and friendly practice who pride ourselves on providing bespoke independent financial advice to individuals and businesses.
    39
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • DGS Chartered Financial Planners.

    London
    Experienced firm of Chartered and Independent Financial Advisers providing independent financial advice to individual and corporate clients.
    35
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Financial Advisers - Tony Woodward

    Waltham cross
    Financial Planner/Defined Benefit/Final Salary Pension Transfer Specialist/Long Term Care. Listed in “Vouched For - 2019, 2020 and 2021 Guide To The UK's Top Rated Advisers” In "The Times". Putting clients first.
    100
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sandy Pabial Continuum Financial Services LLP

    Loughton
    With 20 years of working within the financial services profession, I often think that money is not hugely important or interesting to most people. Instead, it is probably what your money can do for you that is of more interest to you and making sure that you have enough and will not run out. We help our clients grow and protect their wealth. The first step is to arrange a call to see how we can help you understand and achieve your financial freedom.
    19
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tony Whelan -True Potential Wealth Management

    Enfield
    I offer holistic or focused financial planning advice. Giving clients value for money with full transparency and full ongoing service
    28
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Michael Donkor - Alexander House Financial Planning Ltd

    Enfield
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    102
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Humboldt Financial

    London
    We do more financial planning in 2 hours, than most do in 7 years
    482
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • 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.
    211
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Archers Financial Services

    Enfield
    We understand that everyone’s different, and that’s why our financial planning approach is as individual as you.
    30
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    11809
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Aegis Financial Planning

    Buckhurst hill
    A passionate financial adviser who takes a bespoke and holistic approach to every client by establishing their objectives and priorities and developing a long-term plan. I specialise in retirement planning, insurance, tax mitigation and estate planning.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Enfield
    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.
    11809
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    London
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8914
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Pensionexpert4u Limited

    Epping
    Let us sort out your financial problems. Home visits available weekends/evenings. Free initial meeting. Pension Transfer Specialists.
    176
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fenchurch Independent Financial Planning

    Epping
    Fenchurch Independent provides a modern financial planning service to private individuals, business owners and charities. Being a Chartered Financial planner is considered the gold standard in our industry.
    New adviser
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    < 10
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • 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.
    11809
    £100k+
    9.0
    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.