Top 20 Independent Financial Advisers in Takeley

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    How it
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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.

    • Castle Wealth Ltd Castle Wealth Ltd

      Great hallingbury

      We are specialists in providing quality and clear Independent Financial Advice. Working from our offices in Hertfordshire and Essex.

      We are specialists in providing quality and clear Independent Financial Advice. Working from our offices in Hertfordshire and Essex.
      89
      £0+
      9.0
      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 Independent financial adviser
      89
      £0+
      9.0
      Meet the team
      A
      Can help with Advice areas
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      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
    • Continuum (Financial Services) LLP Continuum (Financial Services) LLP

      High roothing

      COVID-19 UPDATE - I AM OPEN FOR BUSINESS ONLINE & BY PHONE Advising SME owners and individuals, partnering with you to design and implement a financial plan to suit your life ambitions.

      COVID-19 UPDATE - I AM OPEN FOR BUSINESS ONLINE & BY PHONE Advising SME owners and individuals, partnering with you to design and implement a financial plan to suit your life ambitions.
      60
      £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
      60
      £50k+
      9.3
      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

      Great dunmow

      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.
      33
      £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
      33
      £100k+
      10.0
      Meet the team
      +5
      Can help with Advice areas
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      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
    • Quilter Financial Advisers Quilter Financial Advisers

      Bishops stortford

      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.
      47
      £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
      47
      £50k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Advance Wealth Ltd Advance Wealth Ltd

      Bishops stortford

      Providing professional financial planning services for private individuals and businesses.

      Providing professional financial planning services for private individuals and businesses.
      154
      £50k+
      9.8
      Meet the team
      +1
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      154
      £50k+
      9.8
      Meet the team
      +1
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
    • The Private Office The Private Office

      Bishops stortford

      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.
      65
      £100k+
      9.8
      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
      65
      £100k+
      9.8
      Meet the team
      +4
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Thompson Riddle Associates Ltd Thompson Riddle Associates Ltd

      Bishops stortford

      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
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      Can help with Advice areas
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      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      164
      £0+
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      I
      Can help with Advice areas
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      Can help with Advice areas
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      Pensions & retirement
    • Quilter Financial Planning Solutions Limited Quilter Financial Planning Solutions Limited

      Matching

      < 10
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      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      < 10
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    • Walden Capital Walden Capital

      Saffron walden

      Walden Capital provides inspired financial thinking, bespoke planning and an assured service, specialising in Pension & Investment planning.

      Walden Capital provides inspired financial thinking, bespoke planning and an assured service, specialising in Pension & Investment planning.
      18
      £250k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      18
      £250k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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    • Ascot Lloyd Ascot Lloyd

      Great notley

      One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.

      One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
      22
      £50k+
      10.0
      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
      22
      £50k+
      10.0
      Meet the team
      +4
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement

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    • Neil Walker at 2plan Wealth Management Neil Walker at 2plan Wealth Management

      Saffron walden

      With approaching 30 years experience, Neil prides himself on his ability to help his customers achieve their financial goals. He provides Independent Advice to both personal and business customers throughout East Anglia.

      With approaching 30 years experience, Neil prides himself on his ability to help his customers achieve their financial goals. He provides Independent Advice to both personal and business customers throughout East Anglia.
      New adviser
      £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
      New adviser
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
    • Essex Financial Planners UK Ltd Essex Financial Planners UK Ltd

      Great notley

      We offer a no obligation meeting to discuss your situations and perspective. Confidentiality is the cornerstone of our business.

      We offer a no obligation meeting to discuss your situations and perspective. Confidentiality is the cornerstone of our business.
      17
      £50k+
      9.0
      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 Independent financial adviser
      17
      £50k+
      9.0
      Meet the team
      M
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office The Private Office

      Writtle

      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+
      9.0
      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
      24
      £100k+
      9.0
      Meet the team
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Sterling & Law Group Plc Sterling & Law Group Plc

      Writtle

      Our expertise lies in helping you to identify the type of future you want, and how best to achieve it.

      Our expertise lies in helping you to identify the type of future you want, and how best to achieve it.
      41
      £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
      41
      £250k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Manisha Patel at AFH Independent Financial Services Ltd Manisha Patel at AFH Independent Financial Services Ltd

      Little waltham

      For me my clients are always at the heart of everything that I do, and my advice is always focused on the right outcome for them.

      For me my clients are always at the heart of everything that I do, and my advice is always focused on the right outcome for them.
      < 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
    • Royale Thames Wealth Ltd Royale Thames Wealth Ltd

      Wethersfield

      You can be confident of receiving the highest quality advice, unparalleled levels of service and support. With us, you are in safe hands.

      You can be confident of receiving the highest quality advice, unparalleled levels of service and support. With us, you are in safe hands.
      < 10
      £0+
      9.2
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £0+
      9.2
      Meet the team
      Can help with Advice areas
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      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
    • John Castle, Protection Specialist John Castle, Protection Specialist

      Chelmsford

      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
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      Mortgages
      Initial consultation free FCA verified Independent financial adviser
      New adviser
      £0+
      9.0
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      Can help with Advice areas
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      Mortgages
      Can help with Advice areas
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      Mortgages
    • Piccadilly Wealth Management Piccadilly Wealth Management

      Chelmsford

      Friendly, expert advice over the telephone, video call or face to face.

      Friendly, expert advice over the telephone, video call or face to face.
      20
      £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
      20
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Fairey Associates Ltd Fairey Associates Ltd

      Chelmsford

      Multi-award winning, boutique wealth management firm. Our experienced Chartered Financial Planners provide bespoke, truly independent financial advice based on their clients' values, objectives and goals.

      Multi-award winning, boutique wealth management firm. Our experienced Chartered Financial Planners provide bespoke, truly independent financial advice based on their clients' values, objectives and goals.
      < 10
      £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
      < 10
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Carter Dawes Ltd. Carter Dawes Ltd.

      Chelmsford

      13
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      S
      Can help with Advice areas
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      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      13
      £0+
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      S
      Can help with Advice areas
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      Can help with Advice areas
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    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.