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

Find the best FCA regulated financial advisers in Shotgate. Get expert help near you with pensions, investments, retirement planning and more
Shotgate, Basildon, Essex
Three Rivers Wealth Management

Three Rivers Wealth Management

Wickford
Initial consultation free
FCA verified
Independent
Guiding your wealth through changing waters
Clients
helped
30
Minimum
wealth
£150k+
Meet the team
Jake Greenleaf
Calum Dolan
Can help with
Pensions & retirement
Financial planning
Investments
Evelyn Partners

Evelyn Partners

Wickford
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
1077
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Advanta Wealth

Advanta Wealth

Runwell
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
1067
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

Wickford
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
Fairstone Group

Fairstone Group

Runwell
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15271
Minimum
wealth
£0+
Meet the team
Josh Gupta
Mikeala Purdue
Catherine Woodward
Brook Felus
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Insight Financial Associates

Insight Financial Associates

Runwell
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
Evelyn Partners

Evelyn Partners

Rayleigh
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
1077
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
M&G Advice

M&G Advice

Basildon
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
2283
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Advanta Wealth

Advanta Wealth

Rayleigh
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
1067
Minimum
wealth
£250k+
Meet the team
George Bray
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
The Private Office

The Private Office

Rayleigh
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
Julian Frere
Nadia Fewlass-Jones
Abby Ivison
Abigail Banks
Alex Hatfield
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Frequently Asked Questions about Financial Advisers in Shotgate