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

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  • 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.
    246
    £100k+
    Can help with
    Pensions & retirement
  • 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
  • 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
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  • Price Bailey Private Client LLP

    Ely
    FCA verified
    < 10
    £0+
    Can help with
    Tax & trust planning
  • Ely Wealth Management Ltd

    Ely
    FCA verified
    Offering Advice, guidance and reassurance in tailoring a plan to suit your lifestyle
    < 10
    £50k+
    Can help with
    Pensions & retirement
  • Dartington Wealth Management Ltd

    Ely
    FCA verified
    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.
    196
    £100k+
    Can help with
    Financial planning
  • Douglas Steers & Company

    Ely
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4459
    £50k+
    Can help with
    Pensions & retirement
  • Michael Forbes - True Potential Wealth Management

    Ely
    FCA verified
    Looking to take control of your personal finances? I provide expert advice and guidance along with customised solutions to help you achieve your financial goals. Schedule a consultation today!
    < 10
    £50k+
    Can help with
    Pensions & retirement
  • PAB Wealth Management

    Ely
    FCA verified
    Financial Advisor offering holistic financial planning based on your personal needs and circumstances. We are experienced in matching our recommendations to your personal needs.
    13
    £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

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.