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Top 10 Independent (IFAs) & Restricted Financial Advisers in North Weald Bassett

Find the best FCA regulated financial advisers in North Weald Bassett. Get expert help near you with pensions, investments, retirement planning and more
North Weald Bassett, Epping Forest, Essex
Douglas Steers & Company

Douglas Steers & Company

Magdalen laver
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10639
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
Evelyn Partners

Evelyn Partners

Epping
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
1086
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
The Private Office

The Private Office

Epping
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
40015
Minimum
wealth
£150k+
Meet the team
George Hicks
Daniel Lea
Robert Morse
Tony Padgett
Daniel Schofield
+19
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Blue Moon Wealth Ltd

Blue Moon Wealth Ltd

Epping
Initial consultation free
FCA verified
Independent
I listen to your priorities and focus on your objectives. I strongly believe it is important for advisers to remember that it is YOUR money and that we are here to provide you with a service. I specialise in investment, pension and retirement advice.
Clients
helped
414
Minimum
wealth
£50k+
Meet the team
Chate Dosanjh
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Luke Baggs - Chapel Wealth Management

Luke Baggs - Chapel Wealth Management

Epping
Initial consultation free
FCA verified
Restricted
OneWealth Ltd have been providing financial advice for over 5 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
22
Minimum
wealth
£0+
Meet the team
Luke Baggs
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Ascot Lloyd

Ascot Lloyd

Epping
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
2038
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
Lumin Wealth

Lumin Wealth

Harlow
Initial consultation free
FCA verified
Independent
Lumin Wealth is an award-winning Chartered firm and amongst the top financial advisers in the UK. 3,500 families have chosen us as a trusted partner for their wealth management.
Clients
helped
352
Minimum
wealth
£150k+
Meet the team
Martin Cotter
Jon Hussey
Joe Fisher
Sara Moore
Will Harries
+5
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Douglas Steers & Company

Douglas Steers & Company

Harlow
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10639
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
Advanta Wealth

Advanta Wealth

Ongar
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
1069
Minimum
wealth
£250k+
Meet the team
George Bray
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Humboldt Financial

Humboldt Financial

Harlow
Initial consultation free
FCA verified
Independent
As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped
2561
Minimum
wealth
£50k+
Meet the team
Francis Gill
Oliver Canning
Josh Gill
James McNally
Ryan Cook
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Frequently Asked Questions about Financial Advisers in North Weald Bassett