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

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  • Edward Bond Associates

    Takeley
    FCA verified
    Personal and professional advice from a Certified Financial Planner. We will work with you to understand your objectives and build a bespoke plan to help you achieve these.
    3780
    £50k+
    Can help with
    Pensions & retirement

  • Castle Wealth Ltd

    Great hallingbury
    FCA verified
    We are specialists in providing quality and clear Independent Financial Advice. Working from our offices in Hertfordshire and Essex.
    97
    £0+
    Can help with
    Pensions & retirement

  • Desire Wealth Management

    Great hallingbury
    FCA verified
    Desire Wealth Management is an independent financial advisory firm offering bespoke wealth management solutions for both individual clients and corporate connections.
    < 10
    £50k+
    Can help with
    Pensions & retirement
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  • Peartree Wealth Management Ltd

    Stansted mountfitchet
    FCA verified
    Our business is based upon the principles of trust, Integrity and we never forget that our clients are our business.
    13
    £0+
    Can help with
    Pensions & retirement

  • Clarity Wealth Management LLP

    Hatfield broad oak
    FCA verified
    With over three decades of experience as a Chartered Financial Planner and Independent Financial Adviser, I've dedicated my career to empowering clients to achieve their financial aspirations and lifestyle goals.
    13
    £250k+
    Can help with
    Pensions & retirement

  • Edward Bond Associates

    Great dunmow
    FCA verified
    Personal and professional advice from a Certified Financial Planner. We will work with you to understand your objectives and build a bespoke plan to help you achieve these.
    3780
    £50k+
    Can help with
    Pensions & retirement

  • KMD Private Wealth Management Ltd

    Stansted mountfitchet
    FCA verified
    KMD is your local AWARD WINNING firm of highly qualified Financial Planners providing Pensions and Investment advice.
    < 10
    £500k+
    Can help with
    Pensions & retirement

  • Howlett Reid Wealth Management

    Great dunmow
    FCA verified
    33
    £0+
    Can help with
    Pensions & retirement

  • Ontrak Financial Planning

    Great dunmow
    FCA verified
    Helping our clients make smart choices with their money so they have more time to enjoy life.
    < 10
    £250k+
    Can help with
    Pensions & retirement

  • Pensionexpert4u Limited

    Great dunmow
    FCA verified
    Let us sort out your financial problems. Home visits available weekends/evenings. Free initial meeting. Pension Transfer Specialists.
    216
    £0+
    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.