Top 20 Independent Financial Advisers in St Mary

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    How it
    works?
    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.

    • Oak Wealth Planning Oak Wealth Planning

      Walton

      Oak Wealth Planning offer a range of financial services for different types of clients. We are Chartered Financial Planners.

      Oak Wealth Planning offer a range of financial services for different types of clients. We are Chartered Financial Planners.
      24
      £50k+
      7.0
      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
      24
      £50k+
      7.0
      Meet the team
      +4
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Ascot Lloyd Ascot Lloyd

      Waterlooville

      One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.

      One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
      < 10
      £50k+
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      Can help with Advice areas
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      Initial consultation free FCA verified Independent financial adviser
      < 10
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      A
      Can help with Advice areas
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      Can help with Advice areas
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    • AGL Wealth Management Ltd AGL Wealth Management Ltd

      Glasgow

      We are the complete wealth management solutions firm of choice across central Scotland.

      We are the complete wealth management solutions firm of choice across central Scotland.
      32
      £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
      32
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • In Focus Asset Management & Tax Solutions Ltd In Focus Asset Management & Tax Solutions Ltd

      Fareham

      < 10
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      7.0
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      Can help with Advice areas
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      Initial consultation free FCA verified Independent financial adviser
      < 10
      £50k+
      7.0
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      N
      Can help with Advice areas
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      Can help with Advice areas
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    • Allisons Financial Planning Ltd Allisons Financial Planning Ltd

      Rainford

      We provide advice for life and ensure that our recommendations are suitable for your current circumstances.

      We provide advice for life and ensure that our recommendations are suitable for your current circumstances.
      12
      £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
      12
      £50k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Quilter Financial Advisers Quilter Financial Advisers

      Great yarmouth

      At Quilter Financial Adviserswe specialise in personal and corporate financial planning. Our philosophy is to offer a high quality and personal service to each of our valued clients

      At Quilter Financial Adviserswe specialise in personal and corporate financial planning. Our philosophy is to offer a high quality and personal service to each of our valued clients
      51
      £50k+
      9.5
      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
      51
      £50k+
      9.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Capital Financial Markets Capital Financial Markets

      London

      We Construct and manage Investment Portfolio's to suit a specific requirement or objective.Be it capital preservation, growth, income or a mix. We can tailor this to a particular need. So if you are looking to build capital or income for retirement, planning to start of have an existing self invested pension plan (SIPP) or to take advantage of the annual ISA allowance tax wrapper, then please contact for further information. We are happy to discus your specific requirement.

      We Construct and manage Investment Portfolio's to suit a specific requirement or objective.Be it capital preservation, growth, income or a mix. We can tailor this to a particular need. So if you are looking to build capital or income for retirement, planning to start of have an existing self invested pension plan (SIPP) or to take advantage of the annual ISA allowance tax wrapper, then please contact for further information. We are happy to discus your specific requirement.
      32
      £50k+
      7.0
      Meet the team
      B
      M
      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
      32
      £50k+
      7.0
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      M
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Culverhouse Financial Planning Ltd Culverhouse Financial Planning Ltd

      Limpsfield

      We are a proactive Professional Services firm of IFAs and Chartered Accountants, accredited with the prestigious Chartered Financial Planners status.

      We are a proactive Professional Services firm of IFAs and Chartered Accountants, accredited with the prestigious Chartered Financial Planners status.
      17
      £0+
      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
      17
      £0+
      9.2
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Efficient Portfolio Wealth Management Ltd Efficient Portfolio Wealth Management Ltd

      Oakham

      Our chartered firm believes in helping people to clarify and realise their dreams and goals through their financial planning.

      Our chartered firm believes in helping people to clarify and realise their dreams and goals through their financial planning.
      76
      £0+
      7.0
      Meet the team
      D
      +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
      76
      £0+
      7.0
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      D
      +1
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Murray West Associates Murray West Associates

      Bramshott and liphook

      18
      £50k+
      9.0
      Meet the team
      S
      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
      18
      £50k+
      9.0
      Meet the team
      S
      M
      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.
    • Riverglen Financial Associates Riverglen Financial Associates

      Bourne

      < 10
      £0+
      7.0
      Meet the team
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      N
      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
      < 10
      £0+
      7.0
      Meet the team
      C
      N
      K
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • WHIreland Wealth Management WHIreland Wealth Management

      Bridport

      We provide expert advice you can count on, in areas such as investments, retirement or pension planning.

      We provide expert advice you can count on, in areas such as investments, retirement or pension planning.
      29
      £50k+
      9.6
      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
      29
      £50k+
      9.6
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • City-Financial (Aberdeen) Ltd City-Financial (Aberdeen) Ltd

      Aberdeen

      Independent advice on a range of financial planning from buying first home to drawing pension benefits.

      Independent advice on a range of financial planning from buying first home to drawing pension benefits.
      31
      £50k+
      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
      31
      £50k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Tucana Financial Planning. Tucana Financial Planning.

      Wellington

      If you are serious about your financial future, whether that be investing, your pension or simply, do I have enough to retire, we would be happy to have an initial discuss to see if we can help.

      If you are serious about your financial future, whether that be investing, your pension or simply, do I have enough to retire, we would be happy to have an initial discuss to see if we can help.
      < 10
      £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
      < 10
      £250k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Finance Shop The Finance Shop

      Great yarmouth

      Put us to the test, we are confident we can make a real difference to your finances.

      Put us to the test, we are confident we can make a real difference to your finances.
      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
    • Unity Wealth Management Unity Wealth Management

      Waterlooville

      We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.

      We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
      23
      £50k+
      7.0
      Meet the team
      +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
      23
      £50k+
      7.0
      Meet the team
      +1
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Mazars Financial Planning Limited Mazars Financial Planning Limited

      London

      We aim to be your "trusted adviser" - the adviser you turn to for considered advice, innovative ideas and tailored-solutions.

      We aim to be your "trusted adviser" - the adviser you turn to for considered advice, innovative ideas and tailored-solutions.
      78
      £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
      78
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Talis Financial Advisers Limited Talis Financial Advisers Limited

      Manston

      You. Your family. Your welfare. Your legacy. These are your priorities, these are my priorities.

      You. Your family. Your welfare. Your legacy. These are your priorities, these are my priorities.
      44
      £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
      44
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Hunter Wealth Management Limited Hunter Wealth Management Limited

      Edinburgh

      16
      £50k+
      9.3
      Meet the team
      G
      C
      W
      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+
      9.3
      Meet the team
      G
      C
      W
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Aspire Independent Financial Planners LLP Aspire Independent Financial Planners LLP

      London

      We help businesses and individuals optimise their finances. Experts in Investments, Pensions, Equity Release and Estate Planning.

      We help businesses and individuals optimise their finances. Experts in Investments, Pensions, Equity Release and Estate Planning.
      93
      £50k+
      9.0
      Meet the team
      S
      A
      J
      +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
      93
      £50k+
      9.0
      Meet the team
      S
      A
      J
      +1
      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?

    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.