Top 20 Independent Financial Advisers in Holton St Mary

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  • Fiducia Wealth Management Limited

    Dedham
    We are Essex's leading multi-award-winning firm of Chartered Financial Advisers.
    71
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Swallow Financial Planning LLP

    Hadleigh
    Our financial planning service is focused on helping you understand and plan for your financial future.
    27
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • City & Trust Finance Limited

    Brantham
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark J Morsley & Associates Ltd

    Manningtree
    Over 25 years of giving financial advice, must be doing something right!
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ashworth Financial Planning Ltd

    Langham
    We’re Financial Planners helping people across Essex and Suffolk to make the most of their time and money.
    10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Thompson Financial Consulting Ltd

    Hadleigh
    Creating Wealth and Protecting Wealth is what we do. We make your financial plans a reality.
    25
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Scrutton Bland Financial Services Ltd

    Colchester
    As Chartered Financial Planners we provide truly independent and impartial financial advice from highly qualified financial planners.
    15
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Future Financial Planning Limited

    Colchester
    We specialise in guiding people up to and into retirement with clear and impartial Pensions and Investment advice.
    44
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Financial Advisers

    Ardleigh
    41
    £50k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Citrus Wealth Management

    Wherstead
    18
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Aventur Wealth

    Bramford
    Providing Independent Financial Advice for over 25 years
    13
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Langham Associates Ltd

    Ipswich
    Professional, personal and cost effective Independent Financial Advice. Don't take our word for it see our testimonials.
    24
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Matthew Douglas Ltd

    Colchester
    No charging until you are clear as to what you are getting in return. Honest, considered, qualified advice.
    19
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Financial Advisers

    Ipswich
    28
    £100k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Elmstead
    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.
    31
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Emery (IFA) Ltd

    Ipswich
    Professional, friendly and approachable consultants who look at the bigger financial picture.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Beckett Financial Services Limited

    Ipswich
    Award winning Chartered Financial Planners who provide financial advice and wealth management.
    56
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • John Wright at True Potential LLP

    Ipswich
    With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kevin Robins - True Potential Wealth Management

    Ipswich
    Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
    < 10
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Joseph Hawes at 2 Plan Wealth Management

    Colchester
    Providing clear, focussed, and practical financial planning solutions. Contact me if you want to review your savings, investments or pensions; protect your family or business now and in the future; or plan for a comfortable and secure retirement.
    New adviser
    £100k+
    7.0
    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.