Top 20 Independent Financial Advisers in Histon

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  • Akash Gupta, Chartered Financial Planner

    Histon
    Providing the best unbiased solutions for my clients with a personal relationship. Meetings can also be held over video/phone calls as well as in the office or your residence to accommodate the current Covid-19 related adjustments to suit your needs.
    106
    £100k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chris Philcox - True Potential Wealth Management

    Histon
    I have been helping clients achieve their financial goals for over 13 years now. I pride myself on giving sound, expert advice in all matters of financial planning, with a specialism in Defined Benefit pensions and redundancy counselling.
    12
    £50k+
    9.3
    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.

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