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

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  • Clarity Wealth Management LLP

    Wickford
    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
  • Sound Financial Planning Ltd

    Basildon
    FCA verified
    YOUR MONEY OR YOUR LIFE - WHICH WILL RUN OUT FIRST? Go to: <url hidden> for our video!
    < 10
    £250k+
    Can help with
    Pensions & retirement
  • Simon Bevan at Cygnus Financial Planning

    Shotgate
    FCA verified
    Independent financial planning helping you build and maintain your capital. We empower our clients to bridge the gap between money and life.
    59
    £50k+
    Can help with
    Pensions & retirement
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  • Espiene Ltd

    Rettendon
    FCA verified
    < 10
    £0+
    Can help with
    Tax & trust planning
  • SRC Wealth Management

    Basildon
    FCA verified
    Profession independent financial advice for high net worth individuals approaching retirement.
    15
    £500k+
    Can help with
    Pensions & retirement
  • Insight Financial Associates

    Runwell
    FCA verified
    Independent advice to help preserve and grow your family wealth.
    51
    £50k+
    Can help with
    Pensions & retirement
  • LenRose Wealth Management

    Shotgate
    FCA verified
    We provide professional independent financial planning advice for personal and business clients. We cover Protection, Retirement Planning, Investments and Mortgages.
    < 10
    £50k+
    Can help with
    Pensions & retirement
  • Orange Tree Wealth Management Ltd

    Wickford
    FCA verified
    < 10
    £50k+
    Can help with
    Pensions & retirement
  • Edward Bond Associates

    Wickford
    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.
    3756
    £50k+
    Can help with
    Pensions & retirement
  • Paragon Independent Limited

    Wickford
    FCA verified
    Independent Financial Planning Consultant offering prudent and personal advice to individuals and families. Focusing on tax friendly investment and retirement planning. Evening & weekend appointments available. Free Initial Consultation
    108
    £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.

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