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

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

Douglas Steers & Company

Bures st mary
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 enquiryView profile
Aegis Financial Planning Ltd

Aegis Financial Planning Ltd

Fordham
FCA verified
Planning for retirement can feel overwhelming, but it doesn’t have to be. I help people like you make confident, informed decisions about pensions, drawdown, and retirement timing—guiding you every step for peace of mind, not just numbers.
Clients
helped
< 10
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Start enquiryView profile
Atlas Personal Wealth Management

Atlas Personal Wealth Management

Chappel
FCA verified
A small, friendly, highly skilled, independent financial planning firm based in Essex, committed to helping individuals and families use their wealth to live the best life possible.
Clients
helped
25
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Start enquiryView profile
Chapel Wealth Management

Chapel Wealth Management

Alphamstone
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
21
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Start enquiryView profile
Somerville Financial Services Ltd

Somerville Financial Services Ltd

Great horkesley
FCA verified
Clients
helped
< 10
Minimum
wealth
£0+
Can help with
Pensions & retirement
Start enquiryView profile
MPI Financial Advice

MPI Financial Advice

West bergholt
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 enquiryView profile
Chapel Wealth Management

Chapel Wealth Management

Stanway
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
21
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Start enquiryView profile
Douglas Steers & Company

Douglas Steers & Company

Stanway
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 enquiryView profile
The Private Office

The Private Office

Myland
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
Start enquiryView profile
The Private Office

The Private Office

Colchester
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
Start enquiryView profile
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.