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

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  • Tim Webb at Westminster Wealth Management

    Ailsworth
    FCA verified
    I help people reduce their stress and bring clarity to their current and future finances. I act as an adviser that is with them for the long term and ensure they have a navigation system installed to guide them to their goals... avoiding the pot holes.
    Recently added
    £250k+
    Can help with
    Pensions & retirement
  • Mark Hatton-Smith @ 2plan

    Ailsworth
    FCA verified
    An Independent Financial Planner with over 20 years in my profession. I look to build strong longstanding relationships with my clients and I pride myself on my ability to help both personal and business clients achieve their financial goals.
    20
    £0+
    Can help with
    Pensions & retirement
  • Chris Tomnie @ True Potential Wealth Management LLP

    Castor
    FCA verified
    Complete Financial Advice service to meet all of your Pension, Protection, Investment and mortgage needs.
    193
    £0+
    Can help with
    Pensions & retirement
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  • Hill Grafford Financial Advisors

    Castor
    FCA verified
    Beat Inflation by Investing wisely - contact us today to discuss how you make the most of your funds.
    121
    £0+
    Can help with
    Pensions & retirement
  • Telford Mann Ltd

    Alwalton
    FCA verified
    Refreshingly different in our approach to client service. Our interests and our clients interests are aligned for friendly, helpful advice.
    41
    £0+
    Can help with
    Financial planning
  • Canter Holland Ltd

    Orton waterville
    FCA verified
    Invest in Advice
    68
    £50k+
    Can help with
    Pensions & retirement
  • Douglas Steers & Company

    Orton longueville
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4445
    £50k+
    Can help with
    Pensions & retirement
  • Liora Wealth

    Peterborough
    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
    19
    £150k+
    Can help with
    Pensions & retirement
  • Brooks Wealth

    Peterborough
    FCA verified
    Holistic advice on all financial matters - Specialists in Financial Planning for the over 50's - <phone number hidden>.
    316
    £50k+
    Can help with
    Pensions & retirement
  • True Potential Wealth Management - Jason Lynch

    Hampton hargate and vale
    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.
    245
    £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.