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Top 10 Independent (IFAs) & Restricted Financial Advisers in Lincolnshire

Find the best FCA regulated financial advisers in Lincolnshire. Get expert help near you with pensions, investments, retirement planning and more
Lincolnshire, East Of England
Chris Philcox - Clearly Independent Financial Planning Ltd

Chris Philcox - Clearly Independent Financial Planning Ltd

Crawley
Initial consultation free
FCA verified
Independent
Independent, FCA-regulated financial planning, specialising in pre and post-retirement advice, investment growth, protection and estate planning. We deliver financial planning that is clear to understand, clear in cost and clearly independent.
Clients
helped
336
Minimum
wealth
£250k+
Meet the team
Chris Philcox DipFA
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
TheWealthPoint

TheWealthPoint

Birmingham
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3242
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
M&G Advice

M&G Advice

Manchester
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2287
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Oldham
Initial consultation free
FCA verified
Independent
"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future
Clients
helped
80
Minimum
wealth
£250k+
Meet the team
S
D
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Kirrage Williams Limited

Kirrage Williams Limited

Market rasen
Initial consultation free
FCA verified
Independent
We can help you plan for your financial future. We offer a detailed financial review and will help you determine the most appropriate outcome for the decisions that you face.
Clients
helped
997
Minimum
wealth
£100k+
Meet the team
T
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Expatriate finances
Business
Athelis Financial Ltd

Athelis Financial Ltd

Bolton
Initial consultation free
FCA verified
Restricted
Athelis Financial Ltd have been providing financial advice for over 8 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
67
Minimum
wealth
£100k+
Meet the team
Callum Hassan
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
The Private Office

The Private Office

Myland
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
40031
Minimum
wealth
£150k+
Meet the team
Paul Sanders
Nadia Fewlass-Jones
Abby Ivison
Abigail Banks
Alex Hatfield
+38
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
The Private Office

The Private Office

Ingleby barwick
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
40031
Minimum
wealth
£150k+
Meet the team
George Hicks
Daniel Lea
Robert Morse
Tony Padgett
Daniel Schofield
+19
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Flying Colours Advice

Flying Colours Advice

Kettering
Initial consultation free
FCA verified
Independent
Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped
20151
Minimum
wealth
£150k+
Meet the team
Abigail Thompson
Russell Bruce
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
True Potential Wealth Management - Marcus & Tim

True Potential Wealth Management - Marcus & Tim

Mold
Initial consultation free
FCA verified
Restricted
Marcus Platt & Tim Edwards are based on the High Street in Mold, North Wales. We simplify pensions and investments, build clear retirement plans, and could help with inheritance tax planning. Book a no-cost, no-obligation call.
Clients
helped
Recently added
Minimum
wealth
£50k+
Meet the team
Marcus Platt
Tim Edwards
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Long Term Care
Frequently Asked Questions about Financial Advisers in Lincolnshire