Find an Independent or Restricted Financial Adviser
Roxborough Wealth Management & Mortgages
Woking FCA verifiedWe care and always go the extra mile. Our clients feel they are part of the Roxborough family. Our service is totally bespoke.Clients151
helpedMinimum£150k+
wealthPensions & retirement- In a period of uncertainty our aim is to help you reduce or eliminate financial risk, whilst realising your financial goals. We work hard to help our clients see the difference between how much money they think they have and how much they actually do.Clients< 10
helpedMinimum£0+
wealthPensions & retirementNot sure which adviser to pick?Answer a few questions to help us find you the perfect match. - We set ourselves apart with a client-first ethos, providing you with clear, strategic advice to help you manage, protect and grow your wealth. With a tailored approach that adapts to your evolving circumstances.Clients47
helpedMinimum£500k+
wealthPensions & retirement - Tailored Independent Financial Advice At Everwealth, we focus on your unique goals securing retirement, growing investments or navigating pensions. With expert guidance and bespoke strategies, we’re here to help you achieve your financial ambitions.Clients113
helpedMinimum£150k+
wealthPensions & retirement - 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.Clients37325
helpedMinimum£100k+
wealthPensions & retirement - True Potential Wealth Management as at 30/09/2024 have 553,000 exiting clients with £32.4 billion invested on the True Potential Platform. We offer a free Initial consultation over the phone or zoom to ascertain if moving to the advice stage is required.Clients81
helpedMinimum£100k+
wealthPensions & 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.