Top 20 Independent Financial Advisers in Appleton

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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.

    • 2plan Wealth Management Ltd. 2plan Wealth Management Ltd.

      High wycombe

      I aim to help you make good decisions about your money – providing clear information to help you achieve your financial goals. Meetings can take place over the web, by telephone or face-to-face, as suits you.

      I aim to help you make good decisions about your money – providing clear information to help you achieve your financial goals. Meetings can take place over the web, by telephone or face-to-face, as suits you.
      36
      £20k+
      8.3
      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
      36
      £20k+
      8.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Regent Street Advisers Ltd Regent Street Advisers Ltd

      Skipton

      I have 17 years of experience in providing sound financial advice in the areas of Pensions and Investments. Always happy to have a chat without any obligation.

      I have 17 years of experience in providing sound financial advice in the areas of Pensions and Investments. Always happy to have a chat without any obligation.
      17
      £20k+
      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
      17
      £20k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Alexander House Financial Services Ltd Alexander House Financial Services Ltd

      Bathgate

      I am an Independent Financial Adviser with over 20 years experience, offering modern thinking, traditional values & transparent advice.

      I am an Independent Financial Adviser with over 20 years experience, offering modern thinking, traditional values & transparent advice.
      90
      £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
      90
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Cathedral Independent Financial Planning Ltd Cathedral Independent Financial Planning Ltd

      Cranfield

      We help our clients achieve their goals, providing security for them and their families. Cathedral ..... assuring your tomorrow

      We help our clients achieve their goals, providing security for them and their families. Cathedral ..... assuring your tomorrow
      < 10
      £0+
      7.0
      Meet the team
      E
      E
      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
      E
      E
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Apex Wealth Management Ltd Apex Wealth Management Ltd

      Derby

      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
    • Imperial Chartered Imperial Chartered

      Radyr and morganstown

      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+
      7.0
      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
      15
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Austin Chapel Independent Financial Advisers LLP Austin Chapel Independent Financial Advisers LLP

      Oxford

      Established since 1999, with over £50 million funds under management. Directly Authorised, Whole of Market Independent Advice.

      Established since 1999, with over £50 million funds under management. Directly Authorised, Whole of Market Independent Advice.
      83
      £0+
      7.0
      Meet the team
      G
      K
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      83
      £0+
      7.0
      Meet the team
      G
      K
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • AFH wealth management AFH wealth management

      Sherborne

      I am passionate about my work and I care about my clients. I have over 25 years experience providing financial advice on pensions, investments, long term care and lifetime mortgages

      I am passionate about my work and I care about my clients. I have over 25 years experience providing financial advice on pensions, investments, long term care and lifetime mortgages
      16
      £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
      16
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Retirement Solutions (UK) Ltd Retirement Solutions (UK) Ltd

      Derby

      We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice

      We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
      39
      £0+
      9.1
      Meet the team
      D
      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
      39
      £0+
      9.1
      Meet the team
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office The Private Office

      Howden

      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.
      35
      £100k+
      9.2
      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
      35
      £100k+
      9.2
      Meet the team
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

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    • Joe Wadsted - Generational Wealth Management Joe Wadsted - Generational Wealth Management

      Guildford

      Joe is a fully qualified and certified Independent Financial Adviser. He specialises in Pensions, Investments, Mortgages and the complex area of Trusts & Estate Planning.

      Joe is a fully qualified and certified Independent Financial Adviser. He specialises in Pensions, Investments, Mortgages and the complex area of Trusts & Estate Planning.
      New adviser
      £20k+
      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
      New adviser
      £20k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • RMI Independent Financial Advisers RMI Independent Financial Advisers

      Market harborough

      We’re independent Financial Advisers dedicated to providing tax-efficient solutions to individuals and businesses across the Midlands and London.

      We’re independent Financial Advisers dedicated to providing tax-efficient solutions to individuals and businesses across the Midlands and London.
      51
      £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
      51
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • S W Financial Management Limited S W Financial Management Limited

      Glasgow

      With more than 20 years experience within financial services, I always try to get the extra mile for my clients by providing information/advice that is specific to their individual circumstance.

      With more than 20 years experience within financial services, I always try to get the extra mile for my clients by providing information/advice that is specific to their individual circumstance.
      34
      £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
      34
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Ebor Financial Planning Ltd Ebor Financial Planning Ltd

      Wakefield

      As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.

      As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
      42
      £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
      42
      £50k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Stephen Waite of Create Financial Management Stephen Waite of Create Financial Management

      Derby

      My aim is straightforward: to offer you the highest possible standards of assistance and advice I am a Diploma Qualified Independent Financial Adviser providing advice in many areas.

      My aim is straightforward: to offer you the highest possible standards of assistance and advice I am a Diploma Qualified Independent Financial Adviser providing advice in many areas.
      New adviser
      £100k+
      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
      New adviser
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • MG Financial Planning MG Financial Planning

      Ashford

      You will be in very safe hands with our friendly, highly qualified, experienced Advisers who are here to help you...

      You will be in very safe hands with our friendly, highly qualified, experienced Advisers who are here to help you...
      53
      £100k+
      7.0
      Meet the team
      N
      A
      L
      T
      T
      +1
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      53
      £100k+
      7.0
      Meet the team
      N
      A
      L
      T
      T
      +1
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Sandringham Financial Partners Sandringham Financial Partners

      Sale

      Honest, independent advice that's tailored to your needs

      Honest, independent advice that's tailored to your needs
      < 10
      £20k+
      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
      £20k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • GilMar GilMar

      Farnborough

      Forget fees and charges: Let's talk first...

      Forget fees and charges: Let's talk first...
      26
      £0+
      7.0
      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
      26
      £0+
      7.0
      Meet the team
      M
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Fox Life Financial Planning Ltd Fox Life Financial Planning Ltd

      Edinburgh

      At Fox we are real people, with real experiences over the years in helping people achieve their goals. We pride ourselves on being able to have a straight conversation in plain English and our clients tell us that's why they stay with us year after year.

      At Fox we are real people, with real experiences over the years in helping people achieve their goals. We pride ourselves on being able to have a straight conversation in plain English and our clients tell us that's why they stay with us year after year.
      New adviser
      £20k+
      7.0
      Meet the team
      S
      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
      £20k+
      7.0
      Meet the team
      S
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Barrow Financial Services Ltd Barrow Financial Services Ltd

      Eccleston

      For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice

      For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice
      49
      £50k+
      7.0
      Meet the team
      J
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      49
      £50k+
      7.0
      Meet the team
      J
      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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