Top 10 Independent (IFAs) & Restricted Financial Advisers in Woodham Walter

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  • Castle Financial Planning

    Danbury
    FCA verified
    Having been a financial adviser for more than 20 years, I’ve helped many individuals, families and business owners to manage their finances in the most effectively. I’m committed to providing my clients with the highest standards of advice and service.
    97
    £50k+
    Can help with
    Pensions & retirement

  • Advanta Wealth

    Danbury
    FCA verified
    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.
    414
    £100k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Danbury
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11731
    £0+
    Can help with
    Pensions & retirement
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  • Douglas Steers & Company

    Maldon
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6487
    £50k+
    Can help with
    Pensions & retirement

  • Stephen Whyburd at True Potential Llp

    Maldon
    FCA verified
    Hello, thank you for making contact. Be pleased to help with your enquiry and confirm I specialise in providing authorised financial advice relating to retirement & investment planning. All consultations are free, without obligation.
    308
    £0+
    Can help with
    Pensions & retirement

  • Willow Financial Planning Limited

    Hatfield peverel
    FCA verified
    We offer first class, comprehensive advice in all areas of financial planning for both individuals and companies alike. We work on a fee basis. All costs and options will be discussed at your first meeting which be free of charge and without obligation.
    47
    £50k+
    Can help with
    Pensions & retirement

  • Hymans Robertson Personal Wealth

    Maldon
    FCA verified
    92
    £100k+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Maldon
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    766
    £150k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Management LLP

    Maldon
    FCA verified
    With over three decades of experience as a Chartered Financial Planner and Independent Financial Adviser, I've dedicated my career to empowering clients to achieve their financial aspirations and lifestyle goals.
    47
    £250k+
    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.
    30531
    £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.