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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
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
10612
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
The Private Office

The Private Office

Billericay
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
39961
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
Josh Long - OneWealth Ltd

Josh Long - OneWealth Ltd

Basildon
Initial consultation free
FCA verified
Restricted
We help individuals and families navigate key financial decisions with clear advice and solutions tailored to their goals.
Clients
helped
66
Minimum
wealth
£50k+
Meet the team
Josh Long
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
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
39961
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
Insight Financial Associates

Insight Financial Associates

Billericay
Initial consultation free
FCA verified
Independent
Independent advice to help preserve and grow your family wealth.
Clients
helped
88
Minimum
wealth
£100k+
Meet the team
Nic Abarno
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
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
22
Minimum
wealth
£150k+
Meet the team
Gem Ibrahim
Jon Dodson
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
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
20
Minimum
wealth
£0+
Meet the team
Daniel O'Sullivan
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Ascot Lloyd

Ascot Lloyd

Billericay
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
2034
Minimum
wealth
£150k+
Meet the team
Matt Fryer
Kevin Broome
Raj Chauhan
Craig Couldrick
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Advance Wealth Ltd

Advance Wealth Ltd

Basildon
Initial consultation free
FCA verified
Independent
Providing professional financial planning services for private individuals and businesses.
Clients
helped
1052
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
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
10612
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
Frequently Asked Questions about Financial Advisers in Basildon