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

Find the best FCA regulated financial advisers in Essex. Get expert help near you with pensions, investments, retirement planning and more
Essex
Douglas Steers & Company

Douglas Steers & Company

Rayleigh
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10683
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Evelyn Partners

Evelyn Partners

Halstead
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
1102
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Douglas Steers & Company

Douglas Steers & Company

Benfleet
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10683
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Douglas Steers & Company

Douglas Steers & Company

Hockley
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10683
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Dominic Giovannini - Abacus Advisers

Dominic Giovannini - Abacus Advisers

Wivenhoe
Initial consultation free
FCA verified
Independent
As a dedicated Financial Adviser, I help individuals, families, and businesses turn financial goals into lasting results. With years of experience in wealth management, retirement planning, and investment strategies.
Clients
helped
17
Minimum
wealth
£50k+
Meet the team
Dominic Giovannini
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Advanta Wealth

Advanta Wealth

Basildon
Initial consultation free
FCA verified
Independent
With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped
1073
Minimum
wealth
£250k+
Meet the team
George Bray
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
MPI Financial Advice

MPI Financial Advice

West bergholt
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8864
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Investments
Business
Stephen Whyburd at True Potential Llp

Stephen Whyburd at True Potential Llp

Mistley
Initial consultation free
FCA verified
Restricted
I help people aged 50+ make confident decisions about retirement, pensions and investments. If you are approaching retirement, already retired, or want to make better decisions about your pensions and investments, I can help.
Clients
helped
391
Minimum
wealth
£100k+
Meet the team
Stephen Whyburd
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Walden Capital

Walden Capital

Saffron walden
Initial consultation free
FCA verified
Independent
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
330
Minimum
wealth
£500k+
Meet the team
John Stirling
Mikki Gant
Andy Lee
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Mortgages
The Private Office

The Private Office

Myland
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
40100
Minimum
wealth
£150k+
Meet the team
Paul Sanders
Nadia Fewlass-Jones
Abby Ivison
Abigail Banks
Alex Hatfield
+38
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Frequently Asked Questions about Financial Advisers in Essex