Top 20 Independent Financial Advisers in Stevenage

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  • Richmond House Wealth Management Limited

    Stevenage
    We are Financial Planners and Investment Managers committed to providing the highest quality advice and service to private individuals, business owners and trustees. As an owner managed business our reputation is our most prized asset and key to providing the trust and confidence all clients need. 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.
    118
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Akash Gupta, Chartered Financial Planner

    Stevenage
    Providing the best unbiased solutions for my clients with a personal relationship. 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.
    137
    £100k+
    9.9
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sterling and Law

    Stevenage
    Bespoke financial planning from a company that cares.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Landmark IFA Ltd

    Stevenage
    Simple, concise and jargon free independent financial advice delivered professionally and courteously.
    27
    £100k+
    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
  • Cranbourne Financial Ltd

    Hitchin
    We are a professional and friendly practice who pride ourselves on providing bespoke independent financial advice to individuals and businesses.
    68
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Hitchin
    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
  • Cranbourne Financial LTD

    Hitchin
    We are a professional and friendly practice who pride ourselves on providing bespoke independent financial advice to individuals and businesses.
    172
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • J L M Independent Wealth Management Ltd

    Hitchin
    We offer a no-nonsense approach to independent financial planning. Only ever fee based, first meeting is without cost or obligation.
    51
    £500k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Hitchin
    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.
    25
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Smith and Wardle Financial Planning

    Hitchin
    We are a firm of independent financial planners helping clients in Hitchin & surrounding areas to achieve their financial and lifestyle goals.
    66
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ashley Townsend Prosperity IFA

    Hitchin
    It is a privilege, and not a right, to be able to work collaboratively with a client and potentially shape their financial future for the better.
    28
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Philip Moore - True Potential Wealth Management LLP

    Letchworth garden city
    Helping people invest money for their retirement or more immediate needs. Investments are reviewed annually to ensure they remain "on-track"
    124
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Provisio Wealth Management

    Letchworth garden city
    High quality, cost-effective, pension, investment and tax planning advice for Private Clients, Business Owners, Trustees and Charities
    38
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chamberlyns

    Luton
    Chamberlyns is a modern service and relationship-based business and as is recognised as one of the UK's leading planning firms.
    75
    £500k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chris Philcox - True Potential Wealth Management

    Luton
    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.
    18
    £250k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Deen Financial Solutions Ltd

    Hertford
    Building a friendly relationship with clients to give peace of mind and the right advice. Experts in the following areas: Retirement Planning - Savings /Tax Planning / Equity Release / Mortgages / Landlord Portfolio
    < 10
    £0+
    7.0
    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+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kinsbourne Wealth Management

    Harpenden
    23
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Humboldt Financial

    Harpenden
    Integrity. Excellence. Ownership.
    10
    £50k+
    7.4
    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.