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

Find the best FCA regulated financial advisers in Hatley. Get expert help near you with pensions, investments, retirement planning and more

Advance Wealth

Arrington

FCA verified

My mission is to guide people toward their financial goals with confidence, built on trust and integrity

Clients
helped

287

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Liora Wealth

Potton

FCA verified

I am an IFA and Chartered Financial Planner with 20 years experience. I focus on you and your life’s goals, making sure your finances are organised and structured in the most effective way

Clients
helped

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

We provide award winning independent financial advice to individuals, business owners, charities and trustees, working alongside your other professional advisers. Services include financial planning, investment advice and retirement planning.

Clients
helped

222

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Saltus Partners LLP

Cambourne

FCA verified

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.

Clients
helped

966

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Douglas Steers & Company

Cambourne

FCA verified

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

Clients
helped

9695

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Smith & Pinching Financial Services Ltd

Cambourne

FCA verified

Are you ready to take control of your financial future with confidence? As Chartered Financial Planners, we are dedicated to helping you achieve your goals with personalised, unbiased advice tailored specifically to your needs.

Clients
helped

258

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Walden Capital

Cambourne

FCA verified

Walden Capital provides inspired financial thinking, bespoke planning and an assured service. We are specialists in managing family wealth and run our own highly effective investment portfolios. We are Pension Transfer specialists, including final salary.

Clients
helped

287

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

Fairstone Group

Cambourne

FCA verified

Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"

Clients
helped

14503

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Evergreen Financial Planning Limited

Cambourne

FCA verified

We are proud to be a partner of M&G Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Everwealth

Biggleswade

FCA verified

Tailored Independent Financial Advice At Everwealth, we focus on your unique goals securing retirement, growing investments or navigating pensions. With expert guidance and bespoke strategies, we’re here to help you achieve your financial ambitions.

Clients
helped

131

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.