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

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  • The Private Office

    Coggeshall
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    26934
    £100k+
    Can help with
    Pensions & retirement
  • Parker Castle Ltd

    Coggeshall
    FCA verified
    "Advice you can trust" with considerable experience in providing a friendly, first class service across all aspects of financial planning.
    72
    £0+
    Can help with
    Pensions & retirement
  • Edward Bond Associates

    Halstead
    FCA verified
    Personal and professional advice from a Certified Financial Planner. We will work with you to understand your objectives and build a bespoke plan to help you achieve these.
    3756
    £50k+
    Can help with
    Pensions & retirement
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  • Hoyl Independent Advisers Ltd (HIA)

    Chappel
    FCA verified
    I have been working in financial services for almost 30 years. I try to simplify complex financial needs in an empathetic manner, so that clients can make informed decisions without any pressure. Any initial meeting is free and without obligation.
    19
    £100k+
    Can help with
    Pensions & retirement
  • Bracewell Financial Solutions

    Great braxted
    FCA verified
    Want to move house, get a better mortgage rate or just want to what your options are? I can show you your best option and complete the whole process with you with our first meeting completely free, this can be done over the phone or in person.
    44
    £0+
    Can help with
    Pensions & retirement
  • Douglas Steers & Company

    Halstead
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4572
    £50k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Copford
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10321
    £0+
    Can help with
    Pensions & retirement
  • Walden Capital

    Braintree
    FCA verified
    Walden Capital provides inspired financial thinking, bespoke planning and an assured service. We are specialists in managing family wealth and run our own highly effective investment portfolios. We are Pension Transfer specialists, including final salary.
    105
    £500k+
    Can help with
    Pensions & retirement
  • Advance Wealth Ltd

    Tiptree
    FCA verified
    Providing professional financial planning services for private individuals and businesses.
    687
    £50k+
    Can help with
    Pensions & retirement
  • Liora Wealth

    Tiptree
    FCA verified
    I am an IFA and Chartered Financial Planner with 20 years experience. I focus on you and your life’s goals, making sure your finances are organised and structured in the most effective way
    24
    £150k+
    Can help with
    Pensions & 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.

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