Top 10 Independent (IFAs) & Restricted Financial Advisers in Burwell

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Total assets
My postcode
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  • Luke Cadby-Gledhill at 2Plan Wealth Management Ltd

    Exning
    FCA verified
    An Independent Chartered Financial Planner with over 10 years experience, I look to build strong longstanding relationships with my clients and pride myself on my ability to help both personal and business clients achieve their financial goals.
    32
    £50k+
    Can help with
    Pensions & retirement
  • Moyes Investments

    Newmarket
    FCA verified
    We can help you devise your most efficient and rewarding financial plan for your retirement and inheritance tax planning. We
    20
    £100k+
    Can help with
    Pensions & retirement
  • MPI Financial Advice

    Newmarket
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    2638
    £0+
    Can help with
    Pensions & retirement
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  • True Potential Wealth Management

    Newmarket
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement
  • True Potential Wealth Management - Jason Lynch

    Soham
    FCA verified
    I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax palnning.
    258
    £100k+
    Can help with
    Pensions & retirement
  • The Private Office

    Newmarket
    FCA verified
    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.
    26922
    £100k+
    Can help with
    Pensions & retirement
  • Trillium Financial Planning Ltd

    Newmarket
    FCA verified
    < 10
    £0+
    Can help with
    Business
  • Fordham Investment Services

    Soham
    FCA verified
    We're a modern, independent forward-looking firm, covering all financial matters.
    31
    £50k+
    Can help with
    Pensions & retirement
  • N K T Financial Solutions Ltd

    Newmarket
    FCA verified
    At NKT Financial Solutions, we offer quality financial advice on a wide range of products
    < 10
    £0+
    Can help with
    Pensions & retirement
  • Premier Plus Ltd

    Newmarket
    FCA verified
    Pension, Investment and Retirement advice, tailored to your individual needs. Daytime or Evening appointments in the comfort of your home.
    96
    £50k+
    Can help with
    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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