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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
Full Swing Financial Planning

Full Swing Financial Planning

Wickford
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
16
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
Restricted
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
153
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
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
10251
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+6
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Chapel Wealth Management

Chapel Wealth Management

Billericay
Initial consultation free
FCA verified
Restricted
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
31
Minimum
wealth
£100k+
Meet the team
Ryan Eaton
Anthony Parker
Can help with
Pensions & retirement
Financial planning
Investments
Savings
M&G Advice

M&G Advice

Billericay
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2163
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
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
10251
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+6
Can help with
Pensions & retirement
Financial planning
Investments
Savings
The Private Office

The Private Office

Great burstead and south green
Initial consultation free
FCA verified
Independent
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
39240
Minimum
wealth
£150k+
Meet the team
Paul Sanders
Alexander Law
Robert Morse
George Hicks
Ellie Jarvis
+19
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Advance Wealth Ltd

Advance Wealth Ltd

Billericay
Initial consultation free
FCA verified
Independent
Providing professional financial planning services for private individuals and businesses.
Clients
helped
1027
Minimum
wealth
£50k+
Meet the team
Christopher Clark
Rongu Miah
Richard Brett
Antony Wright
Stephen May
+2
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Everwealth

Everwealth

Billericay
Initial consultation free
FCA verified
Independent
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.
Clients
helped
155
Minimum
wealth
£150k+
Meet the team
Neil Summers
Jordan Durrant
Can help with
Pensions & retirement
Financial planning
Investments
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
1036
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
Frequently Asked Questions about Financial Advisers in Basildon