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

Find the best FCA regulated financial advisers in Loughton. Get expert help near you with pensions, investments, retirement planning and more
Loughton, Epping Forest, Essex
The Private Office

The Private Office

Loughton
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
39611
Minimum
wealth
£150k+
Meet the team
Julian Frere
Dan Alder
Daniel Blandford
Estella Peto
Mat Clark
+9
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Douglas Steers & Company

Douglas Steers & Company

Loughton
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10451
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
Pinnacle Wealth Management LLP

Pinnacle Wealth Management LLP

Buckhurst hill
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

Buckhurst hill
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10451
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
Livian Wealth

Livian Wealth

Buckhurst hill
Initial consultation free
FCA verified
Independent
Protecting today. Growing tomorrow. Tax-efficient wealth for families and business owners.
Clients
helped
Recently added
Minimum
wealth
£50k+
Meet the team
Steven Petts
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Tideway Wealth Management

Tideway Wealth Management

Buckhurst hill
Initial consultation free
FCA verified
Independent
Tideway is an independent, privately owned boutique firm offering financial advice and wealth management. We focus on clear strategies and transparent solutions, helping you achieve your financial goals with confidence.
Clients
helped
42
Minimum
wealth
£500k+
Meet the team
Harry Donoghue
Sue Maydwell
Ben Klein
Sam Ratnage
William Bale
+1
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Livian Wealth

Livian Wealth

Chigwell
Initial consultation free
FCA verified
Independent
Protecting today. Growing tomorrow. Tax-efficient wealth for families and business owners.
Clients
helped
Recently added
Minimum
wealth
£50k+
Meet the team
Steven Petts
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Wealth Guide

Wealth Guide

Buckhurst hill
Initial consultation free
FCA verified
Independent
Awarded Financial Times Adviser Top 100 as part of the Rosemount network. Independent, FCA-regulated pension advice, helping clients review, consolidate and plan retirement income. Delivered fully remotely with simple digital tools.
Clients
helped
56
Minimum
wealth
£250k+
Meet the team
Michael Lavin
Can help with
Pensions & retirement
Saltus Partners LLP

Saltus Partners LLP

Buckhurst hill
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
Ravinder Gill

Ravinder Gill

Chigwell
Initial consultation free
FCA verified
Independent
Independent Financial Adviser providing tailored, holistic planning with ongoing support. I help clients grow and protect their wealth through efficient tax planning, retirement strategies, portfolio structuring, and cash flow analysis.
Clients
helped
229
Minimum
wealth
£50k+
Meet the team
Ravinder Gill
Can help with
Pensions & retirement
Financial planning
Frequently Asked Questions about Financial Advisers in Loughton