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

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  • Humboldt Financial

    Harpenden
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    4885
    £50k+
    Can help with
    Pensions & retirement

  • Grosvenor Wealth Management Limited

    Harpenden
    FCA verified
    < 10
    £0+
    Can help with
    Business

  • Grosvenor Wealth Management Ltd

    Harpenden
    FCA verified
    At Grosvenor Wealth Management, we work together to deliver the highest standard of service to meet our clients’ changing needs. We help them set their goals and create plans to achieve them.
    < 10
    £100k+
    Can help with
    Pensions & retirement
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  • Quilter Financial Advisers - James Vanneck

    Harpenden
    FCA verified
    25 years of experience in providing tailor-made financial planning solutions. I ensure that I fully understand my client's needs and aspirations for the future. I build long term relationships to become my client's valued and trusted adviser.
    13
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Harpenden
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    26948
    £100k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Wheathampstead
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4584
    £50k+
    Can help with
    Pensions & retirement

  • Harpenden IFA

    Harpenden
    FCA verified
    12
    £50k+
    Can help with
    Pensions & retirement

  • Lyndhurst Financial Management Limited

    Harpenden
    FCA verified
    23 staff across Hertfordshire ready to help you get the right information regarding retirement advice, financial planning, mortgages and insurance.
    20
    £250k+
    Can help with
    Pensions & retirement

  • Slone Capital

    Harpenden
    FCA verified
    Slone Capital is a boutique advice firm creating bespoke planning strategies for individuals and SMEs. Our mission is to redefine the perception of the advice industry and we are proud of what we do. Please do get in touch if you think we can be of help.
    30
    £0+
    Can help with
    Pensions & retirement

  • Lumin Wealth

    Harpenden
    FCA verified
    Lumin Wealth is an award-winning Chartered firm and amongst the top financial advisers in the UK. 3,000 families have chosen us as trusted partner for their wealth management.
    53
    £150k+
    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.