Top 20 Independent Financial Advisers in Peterborough

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  • The Pension Planner

    Peterborough
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Peterborough, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    65
    £50k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Brooks Wealth

    Peterborough
    Holistic advice on all financial matters - Specialists in Financial Planning for the over 50's - <phone number hidden>.
    113
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ruthlyn House Wealth Management Limited

    Peterborough
    Financial Planners providing pension and investment planning services to individuals and business owners across Leicestershire and the surrounding areas.
    24
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chris Philcox - True Potential Wealth Management

    Peterborough
    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.
    < 10
    £100k+
    9.8
    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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