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

Find the best FCA regulated financial advisers in Takeley. Get expert help near you with pensions, investments, retirement planning and more

The Private Office

Takeley

FCA verified

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

38122

Minimum
wealth

£150k+

Can help with

Pensions & retirement

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Douglas Steers & Company

Elsenham

FCA verified

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

Clients
helped

9695

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Smith & Pinching Financial Services Ltd

Henham

FCA verified

Are you ready to take control of your financial future with confidence? As Chartered Financial Planners, we are dedicated to helping you achieve your goals with personalised, unbiased advice tailored specifically to your needs.

Clients
helped

258

Minimum
wealth

£150k+

Can help with

Pensions & retirement

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Cliff Fowler - Fowler Wealth Management

Great dunmow

FCA verified

Clients
helped

341

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Chapel Wealth Management

Henham

FCA verified

Chapel Wealth Management has been providing financial advice for over 25 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 most.

Clients
helped

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Piccadilly Wealth Management

Great dunmow

FCA verified

Friendly, expert, regulated advice over the telephone, video call or face to face.

Clients
helped

246

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Walden Capital

Great dunmow

FCA verified

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

287

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

Advance Wealth Ltd

Great dunmow

FCA verified

Providing professional financial planning services for private individuals and businesses.

Clients
helped

980

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Evelyn Partners

Great dunmow

FCA verified

"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

741

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

MPI Financial Advice

Great dunmow

FCA verified

We provide a free update & advice service to help you understand your plans.

Clients
helped

8051

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.