Top 20 Independent Financial Advisers in Wintertononsea

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    1

    Tell us what you’re looking for
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    2

    Have a free first meeting with the adviser
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    3

    Discuss the adviser’s services and
    fees before deciding whether to hire them.

    • Mulberry Chartered Mulberry Chartered

      Claygate

      A Family run firm built over 30 years of client trust. Backed by The AFH Financial Group - one of the largest advisory firms in The UK with in excess of £6 billion under management. We are offering telephone or Teams for all initial enquiries.

      A Family run firm built over 30 years of client trust. Backed by The AFH Financial Group - one of the largest advisory firms in The UK with in excess of £6 billion under management. We are offering telephone or Teams for all initial enquiries.
      39
      £100k+
      9.2
      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
      39
      £100k+
      9.2
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Murray Asset Management UK Limited Murray Asset Management UK Limited

      Edinburgh

      Our clients’ best interests are at the heart of everything. We strive to earn and retain their confidence and trust.

      Our clients’ best interests are at the heart of everything. We strive to earn and retain their confidence and trust.
      34
      £50k+
      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
      34
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Imperial Chartered Imperial Chartered

      Llanbradach and pwllypant

      I see my primary role as making my clients wealthier than they would be if they hadn’t met me, whether that’s building wealth for the future, or ensuring your pension and investment funds pay you the income you need throughout your retirement.

      I see my primary role as making my clients wealthier than they would be if they hadn’t met me, whether that’s building wealth for the future, or ensuring your pension and investment funds pay you the income you need throughout your retirement.
      15
      £0+
      7.1
      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
      15
      £0+
      7.1
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • < 10
      £50k+
      7.0
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      R
      Can help with Advice areas
      & specialisation
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      Can help with Advice areas
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      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      < 10
      £50k+
      7.0
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      R
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Barlow Financial Services Barlow Financial Services

      Shanklin

      < 10
      £20k+
      7.0
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      P
      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
      < 10
      £20k+
      7.0
      Meet the team
      P
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Aevitas Wealth Ltd Aevitas Wealth Ltd

      Bridgend

      Working with clients to set meaningful goals; empowering them to define financial success and helping them achieve what’s most important.

      Working with clients to set meaningful goals; empowering them to define financial success and helping them achieve what’s most important.
      17
      £500k+
      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
      17
      £500k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Blacktower Financial Management Blacktower Financial Management

      Leatherhead

      Providing holistic financial planning advice since 1986. Pension Transfers | Investments | UK Financial Planning | Advice for EU/EEA residents | Cross-Border Planning | US Connected Individuals

      Providing holistic financial planning advice since 1986. Pension Transfers | Investments | UK Financial Planning | Advice for EU/EEA residents | Cross-Border Planning | US Connected Individuals
      47
      £100k+
      10.0
      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
      47
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Fairstone Financial Management Ltd Fairstone Financial Management Ltd

      London

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
      58
      £0+
      9.1
      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
      58
      £0+
      9.1
      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

      Barnet

      Advance Wealth Ltd - Professional Financial Planning for private individuals and for businesses.

      Advance Wealth Ltd - Professional Financial Planning for private individuals and for businesses.
      31
      £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
      31
      £50k+
      7.0
      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

      Woodford green

      81
      £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
      81
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

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    • Intelligent Financial Advisory Ltd Intelligent Financial Advisory Ltd

      Birstall

      Creating, managing and protecting your wealth the intelligent way

      Creating, managing and protecting your wealth the intelligent way
      75
      £100k+
      10.0
      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
      75
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Tony Whelan -True Potential Wealth Management 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

      I offer holistic or focused financial planning advice. Giving clients value for money with full transparency and full ongoing service
      23
      £100k+
      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
      23
      £100k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Novitas Wealth Management Novitas Wealth Management

      Nottingham

      We are an FCA authorised, fully independent financial advice firm, providing advice across a wide range of services including investments, savings, protection and all types of pension and retirement planning.

      We are an FCA authorised, fully independent financial advice firm, providing advice across a wide range of services including investments, savings, protection and all types of pension and retirement planning.
      < 10
      £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
      < 10
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Cranbourne Financial Ltd Cranbourne Financial Ltd

      Hitchin

      We are a professional and friendly practice who pride ourselves on providing bespoke independent financial advice to individuals and businesses.

      We are a professional and friendly practice who pride ourselves on providing bespoke independent financial advice to individuals and businesses.
      68
      £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
      68
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Adam McCarthy at True Potential Wealth Management Adam McCarthy at True Potential Wealth Management

      Portsmouth

      I put my clients interests and financial goals absolutely at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.

      I put my clients interests and financial goals absolutely at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
      25
      £100k+
      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
      25
      £100k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Sterling Scotia Limited Sterling Scotia Limited

      Aylesbury

      I have been giving sound, expert advice to my clients for the past 22 years. I am an award winning, highly experienced, Independent Financial Adviser with specialisms in pre and post retirement planning, savings and investments and tax efficiency.

      I have been giving sound, expert advice to my clients for the past 22 years. I am an award winning, highly experienced, Independent Financial Adviser with specialisms in pre and post retirement planning, savings and investments and tax efficiency.
      14
      £100k+
      9.1
      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
      14
      £100k+
      9.1
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Perfect Protect Ltd Perfect Protect Ltd

      London

      12
      £0+
      9.3
      Meet the team
      M
      Can help with Advice areas
      & specialisation
      Mortgages
      Can help with Advice areas
      & specialisation
      Mortgages
      Initial consultation free FCA verified Restricted - whole of market
      12
      £0+
      9.3
      Meet the team
      M
      Can help with Advice areas
      & specialisation
      Mortgages
      Can help with Advice areas
      & specialisation
      Mortgages
    • Ross Lacey - LB Financial Solutions Ltd Ross Lacey - LB Financial Solutions Ltd

      Rayleigh

      I am a highly qualified Chartered Financial Planner and IFA with over 13 years' experience and provide straight talking, independent financial advice. Initial meetings are without charge and can be held at your home/place of work, or at my office. I provide expert advice on a number of areas including; savings, investments, pensions, inheritance tax planning, mortgages and protection insurance (eg life, critical illness and income protection). Get in touch for a free no obligation chat to discuss how we can help.

      I am a highly qualified Chartered Financial Planner and IFA with over 13 years' experience and provide straight talking, independent financial advice. Initial meetings are without charge and can be held at your home/place of work, or at my office. I provide expert advice on a number of areas including; savings, investments, pensions, inheritance tax planning, mortgages and protection insurance (eg life, critical illness and income protection). Get in touch for a free no obligation chat to discuss how we can help.
      54
      £0+
      8.4
      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
      54
      £0+
      8.4
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Oakley Independent Limited Oakley Independent Limited

      St helens

      Total Independent Financial, Saving, Investment, Pension, Mortgage and Business Advice from People who Care call us on <phone number hidden>

      Total Independent Financial, Saving, Investment, Pension, Mortgage and Business Advice from People who Care call us on <phone number hidden>
      125
      £50k+
      7.0
      Meet the team
      L
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      125
      £50k+
      7.0
      Meet the team
      L
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Sandringham Financial Partners Sandringham Financial Partners

      Slough

      We help clients make sense of their financial situation, by clarifying their options, understanding their present position, and giving the best advice suited to their needs. This covers insurance, pensions, investments, mortgages and much more.

      We help clients make sense of their financial situation, by clarifying their options, understanding their present position, and giving the best advice suited to their needs. This covers insurance, pensions, investments, mortgages and much more.
      69
      £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
      69
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      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.

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