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

Find the best FCA regulated financial advisers in Basildon. Get expert help near you with pensions, investments, retirement planning and more
Basildon, Essex
Saltus Partners LLP

Saltus Partners LLP

Basildon
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1045
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
J M Wakeling Independent Financial Advisers Ltd

J M Wakeling Independent Financial Advisers Ltd

Billericay
Initial consultation free
FCA verified
Independent
Out of hours and SATURDAY appointments available.
Clients
helped
20
Minimum
wealth
£0+
Meet the team
J
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Stockbroking services
and 1 more matches
Advanta Wealth

Advanta Wealth

Basildon
Initial consultation free
FCA verified
Independent
With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped
1055
Minimum
wealth
£250k+
Meet the team
George Bray
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Douglas Steers & Company

Douglas Steers & Company

Billericay
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10441
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
cf

Cliff Fowler - Fowler Wealth Management

Great burstead and south green
Initial consultation free
FCA verified
Independent
Clients
helped
347
Minimum
wealth
£0+
Meet the team
C
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Saltus Partners LLP

Saltus Partners LLP

Great burstead and south green
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1045
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Pinnacle Wealth Management LLP

Pinnacle Wealth Management LLP

Little burstead
Initial consultation free
FCA verified
Restricted
Pinnacle Wealth Management LLP have been providing financial advice for over 13 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.
Clients
helped
19
Minimum
wealth
£150k+
Meet the team
Gem Ibrahim
Jon Dodson
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Douglas Steers & Company

Douglas Steers & Company

Wickford
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10441
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Full Swing Financial Planning

Full Swing Financial Planning

Basildon
Initial consultation free
FCA verified
Restricted
I provide holistic financial advice which includes protecting yourself financially against illness or injury, planning for your retirement, or the best way to take your money if you’re ready to retire or maybe you’re looking to invest your savings.
Clients
helped
18
Minimum
wealth
£0+
Meet the team
Daniel O'Sullivan
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Bower Wealth

Bower Wealth

Billericay
Initial consultation free
FCA verified
Independent
Bower is an award winning financial advice firm providing bespoke wealth guidance across pensions, investments, estate planning and long term financial strategy, helping families and professionals make confident, well informed decisions.
Clients
helped
159
Minimum
wealth
£100k+
Meet the team
A
S
M
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Frequently Asked Questions about Financial Advisers in Basildon