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

Find the best FCA regulated financial advisers in Basildon. Get expert help near you with pensions, investments, retirement planning and more
Basildon, Essex
The Private Office

The Private Office

Billericay
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
Alexander Law
Robert Morse
George Hicks
Ellie Jarvis
+19
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Everwealth

Everwealth

Billericay
Initial consultation free
FCA verified
Independent
Tailored Independent Financial Advice At Everwealth, we focus on your unique goals securing retirement, growing investments or navigating pensions. With expert guidance and bespoke strategies, we’re here to help you achieve your financial ambitions.
Clients
helped
178
Minimum
wealth
£150k+
Meet the team
Neil Summers
Jordan Durrant
Can help with
Pensions & retirement
Financial planning
Investments
Douglas Steers & Company

Douglas Steers & Company

Basildon
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
Three Rivers Wealth Management

Three Rivers Wealth Management

Wickford
Initial consultation free
FCA verified
Independent
Guiding your wealth through changing waters
Clients
helped
33
Minimum
wealth
£150k+
Meet the team
Jake Greenleaf
Calum Dolan
Can help with
Pensions & retirement
Financial planning
Investments
Pinnacle Wealth Management LLP

Pinnacle Wealth Management LLP

Little burstead
Initial consultation free
FCA verified
Restricted
Pinnacle Wealth Management LLP have been providing financial advice for over 13 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
24
Minimum
wealth
£150k+
Meet the team
Gem Ibrahim
Jon Dodson
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Douglas Steers & Company

Douglas Steers & Company

Billericay
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
Saltus Partners LLP

Saltus Partners LLP

Great burstead and south green
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1074
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+23
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Evelyn Partners

Evelyn Partners

Wickford
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
The Private Office

The Private Office

Great burstead and south green
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
Alexander Law
Robert Morse
George Hicks
Ellie Jarvis
+19
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Advance Wealth Ltd

Advance Wealth Ltd

Basildon
Initial consultation free
FCA verified
Independent
Providing professional financial planning services for private individuals and businesses.
Clients
helped
1055
Minimum
wealth
£50k+
Meet the team
Christopher Clark
Rongu Miah
Richard Brett
Antony Wright
Stephen May
+2
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers in Basildon