Top 20 Independent Financial Advisers in Wheathampstead

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  • Humboldt Financial

    Harpenden
    Integrity. Excellence. Ownership.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Harpenden
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    18
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Harpenden
    Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
    71
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lonsdale Wealth Management

    Harpenden
    We offer value for money independent financial advice. Voted a top 50 UK financial adviser by the Financial Times (2018)
    15
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • DGS Chartered Financial Planners.

    St albans
    Experienced firm of Chartered and Independent Financial Advisers providing independent financial advice to individual and corporate clients.
    24
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Capital Financial Markets

    St albans
    We Construct and manage Investment Portfolio's to suit a specific requirement or objective.Be it capital preservation, growth, income or a mix. We can tailor this to a particular need. So if you are looking to build capital or income for retirement, planning to start of have an existing self invested pension plan (SIPP) or to take advantage of the annual ISA allowance tax wrapper, then please contact for further information. We are happy to discus your specific requirement.
    32
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kinsbourne Wealth Management

    Harpenden
    23
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Codicote
    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.
    60
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd.

    St albans
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    22
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • One Life Wealth Planning

    St albans
    Money understanding, control and efficiency. Expert lifetime financial planning. Specialising in pensions and investment.
    21
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Aqua Wealth Management Limited

    St albans
    222
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Akash Gupta, Chartered Financial Planner

    St albans
    Providing the best unbiased solutions for clients in the Hertfordshire area. Meetings can also be held over video/phone calls as well as in the office or your residence to accommodate the current Covid-19 related adjustments to suit your needs.
    86
    £100k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    St albans
    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.
    29
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Richmond House Wealth Management Limited

    Redbourn
    We are ethically-minded Chartered Financial Planners providing personalised financial planning and investment solutions to private individuals, business owners and trustees. Covid-19 Update: The UK Government has announced its plans to move from the ‘containment’ phase of the COVID-19 outbreak, to ‘delay’. Our intention throughout this period is to continue to provide an uninterrupted service to all our clients and new enquirers, whilst adhering to government guidelines. If we are successful in receiving your enquiry from Unbiased then one of our Financial Planners will be in contact with you. We have the facility to conduct telephone reviews, mobile video calls, or conference/video calls. So if you would prefer to avoid face to face contact we can discuss the alternatives. Every situation is different, and we will work to find the right solution for you. Whilst volatile markets can cause anxiety in terms of pensions and investments, it is important that you take advice on all decisions. Falls in the market can often be an opportune moment to invest, so if you have any questions, concerns or reservations, please do not hesitate to get in touch.
    16
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd.

    Hatfield
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    11
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Audley Asset Management

    St albans
    11
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • IFPC Wealth Management

    St albans
    A chartered wealth management specialist offering independent advice and discretionary management services to individuals, professionals, trustees and business owners.
    42
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Redpath Financial Planning Ltd

    St albans
    We provide straight forward, independent advice to ensure you have the right solutions for your future needs. Before preparing a personalised recommendation, we ensure that we fully understand your circumstances and life goals.
    75
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Moore Kingston Smith Financial Advisers Ltd

    St albans
    We are committed to helping our clients achieve their financial goals by providing advice on investments, pensions and protection.
    30
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chris Philcox - True Potential Wealth Management

    St albans
    I have been helping clients achieve their financial goals for over 13 years. I specialise in retirement planning, including the complex area of Defined Benefit pensions. I hold advanced retirement qualifications, ensuring the very best outcome and advice.
    31
    £250k+
    9.6
    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.