Top 10 Independent (IFAs) & Restricted Financial Advisers in Tolleshunt Major

Find the best FCA regulated financial advisers in Tolleshunt Major. Get expert help near you with pensions, investments, retirement planning and more.
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  • Jay Jeffrey at Quilter Financial Advisers

    Heybridge
    FCA verified
    Achieve Your Financial Goals with Expert Guidance. I’m Jay Jeffrey, a Financial Planning Consultant at Quilter Financial Advisers, committed to helping individuals and families secure their financial future.
    25
    £0+
    Can help with
    Pensions & retirement
  • Chapel Wealth Management

    Heybridge
    FCA verified
    Chapel Wealth Management has been providing financial advice for over 25 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.
    14
    £100k+
    Can help with
    Pensions & retirement
  • Advance Wealth Ltd

    Tiptree
    FCA verified
    Providing professional financial planning services for private individuals and businesses.
    949
    £50k+
    Can help with
    Pensions & retirement
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  • Goodlad & Co Ltd

    Wickham bishops
    FCA verified
    Experience and knowledge is key to providing good independent financial advice that will make a real difference to you and the ones you love in your life. Understand where you are to understand where you want to be and what can be achieved.
    45
    £50k+
    Can help with
    Pensions & retirement
  • The Private Office

    Maldon
    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.
    37184
    £100k+
    Can help with
    Pensions & retirement
  • Motte & Bailey Financial Planning Ltd

    Maldon
    FCA verified
    Charles Bailey has been providing financial advice for over 11 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.
    21
    £50k+
    Can help with
    Pensions & retirement
  • Chapel Wealth Management

    Layer marney
    FCA verified
    Chapel Wealth Management has been providing financial advice for over 25 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.
    14
    £100k+
    Can help with
    Pensions & retirement
  • Evelyn Partners

    Maldon
    FCA verified
    "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."
    603
    £500k+
    Can help with
    Pensions & retirement
  • Atlas Personal Wealth Management

    Maldon
    FCA verified
    A small, friendly, highly skilled, independent financial planning firm based in Essex, committed to helping individuals and families use their wealth to live the best life possible.
    22
    £250k+
    Can help with
    Pensions & retirement
  • Stephen Whyburd at True Potential Llp

    Maldon
    FCA verified
    Hello, thank you for getting in touch. I would be pleased to help you with your enquiry. I provide FCA authorised financial advice focused on retirement and investment planning. All consultations are free, informal and without any obligation.
    374
    £100k+
    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.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.