Top 20 Independent Financial Advisers in Wellsnextthesea

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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.

    • Noble James Associates Ltd Noble James Associates Ltd

      Stroud

      Established in 1999, we are privately owned and based in the town centre of Stroud, Gloucestershire.

      Established in 1999, we are privately owned and based in the town centre of Stroud, Gloucestershire.
      53
      £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
      53
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office The Private Office

      Kempston rural

      Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.

      Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
      59
      £100k+
      10.0
      Meet the team
      +4
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      59
      £100k+
      10.0
      Meet the team
      +4
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • True Potential Wealth Management True Potential Wealth Management

      Bearsted

      I’m committed to delivering a personal service ,offering clear and straight forward advice for your retirement needs. Now seeing people via Zoom to comply with government Covid 19 advice

      I’m committed to delivering a personal service ,offering clear and straight forward advice for your retirement needs. Now seeing people via Zoom to comply with government Covid 19 advice
      17
      £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
      17
      £20k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Seabrook Clark Ltd Seabrook Clark Ltd

      Exeter

      As Chartered Financial Planners, we specialise in pensions and income drawdown, investing for income, tax mitigation and estate planning.

      As Chartered Financial Planners, we specialise in pensions and income drawdown, investing for income, tax mitigation and estate planning.
      16
      £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
      16
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Martin Amer - True Potential Wealth Management Martin Amer - True Potential Wealth Management

      Cambridge

      My clients benefit from expert, quality, value for money advice, together with access to True Potential’s award winning technology and market leading investment strategies.

      My clients benefit from expert, quality, value for money advice, together with access to True Potential’s award winning technology and market leading investment strategies.
      New adviser
      £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 Restricted - whole of market
      New adviser
      £100k+
      9.2
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Porter & Co (IFA) Ltd Porter & Co (IFA) Ltd

      Dorking

      Independent Financial Advisers

      Independent Financial Advisers
      79
      £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
      79
      £20k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Synthesis Wealth Management Synthesis Wealth Management

      Royal wootton bassett

      Our purpose is to help clients make intelligent money choices. We're independent and all our initial discovery meetings and analysis are without charge.

      Our purpose is to help clients make intelligent money choices. We're independent and all our initial discovery meetings and analysis are without charge.
      11
      £50k+
      9.7
      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
      11
      £50k+
      9.7
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Ergowealth Ergowealth

      Marlow

      As Chartered Financial Planners our purpose is to help you achieve the best life possible with the money you have.

      As Chartered Financial Planners our purpose is to help you achieve the best life possible with the money you have.
      27
      £250k+
      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
      27
      £250k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office The Private Office

      London

      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.
      < 10
      £100k+
      9.5
      Meet the team
      A
      D
      P
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      R
      +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
      < 10
      £100k+
      9.5
      Meet the team
      A
      D
      P
      D
      R
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office The Private Office

      Hardwick

      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.
      32
      £100k+
      9.4
      Meet the team
      R
      J
      P
      D
      D
      +4
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      32
      £100k+
      9.4
      Meet the team
      R
      J
      P
      D
      D
      +4
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

      All you need to
      know about
      finding advice

      How to understand your own advice needs and when it’s time to ask an adviser.
      The different ways you can use Unbiased to identify the ideal adviser for you.
    • Prosperity Financial Planning Prosperity Financial Planning

      Ilkley

      Guiding you with integrity, we specialise in providing expert financial advice on retirement planning, investments and pensions.

      Guiding you with integrity, we specialise in providing expert financial advice on retirement planning, investments and pensions.
      50
      £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
      50
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Clear Solutions Wealth & Tax Management Ltd Clear Solutions Wealth & Tax Management Ltd

      Birmingham

      We talk, we understand, and we work out a plan to achieve the objectives that are most important to you.

      We talk, we understand, and we work out a plan to achieve the objectives that are most important to you.
      14
      £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
      14
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Brilliance Financial Planning Brilliance Financial Planning

      Hemel hempstead

      We are highly approachable and happy to discuss your needs and options informally. Call us today for a chat!

      We are highly approachable and happy to discuss your needs and options informally. Call us today for a chat!
      < 10
      £20k+
      7.0
      Meet the team
      S
      D
      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
      S
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Oxford Advisory Partnership Ltd The Oxford Advisory Partnership Ltd

      Weston on the green

      We look to build a long lasting, professional relationship with each and every one of our clients, to guide them through their financial journey and provide priceless peace of mind. As Independent Financial Advisers, we can do this in a completely unrestricted and unbiased manner, to provide unique and tailored advice, specific to each individual.

      We look to build a long lasting, professional relationship with each and every one of our clients, to guide them through their financial journey and provide priceless peace of mind. As Independent Financial Advisers, we can do this in a completely unrestricted and unbiased manner, to provide unique and tailored advice, specific to each individual.
      51
      £250k+
      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
      51
      £250k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Intelligent Financial Advisory Limited Intelligent Financial Advisory Limited

      Nottingham

      13
      £50k+
      9.5
      Meet the team
      R
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      13
      £50k+
      9.5
      Meet the team
      R
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • John S Pidgeon & Company John S Pidgeon & Company

      Worplesdon

      < 10
      £0+
      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
      < 10
      £0+
      7.0
      Meet the team
      J
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Prince & King Financial Services Ltd Prince & King Financial Services Ltd

      Earby

      < 10
      £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
      < 10
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Murray Smith Financial Services Ltd Murray Smith Financial Services Ltd

      Northwich

      < 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
    • Highcross Financial Highcross Financial

      Pinner

      Using our experience in financial markets and the advisory industry, our approach is centred on the principle that the decisions you make about your finances will have a significant impact on your wellbeing and financial future.

      Using our experience in financial markets and the advisory industry, our approach is centred on the principle that the decisions you make about your finances will have a significant impact on your wellbeing and financial future.
      17
      £50k+
      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 Restricted - whole of market
      17
      £50k+
      9.2
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • 2Plan - Jean-Francois 2Plan - Jean-Francois

      London

      54
      £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
      54
      £0+
      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.

    Why use Unbiased?

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