Top 20 Independent Financial Advisers in Staunton

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  • The Private Office

    Highnam
    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.
    12618
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Adam McCarthy at True Potential Wealth Management

    Tewkesbury
    I put my clients interests and financial goals absolutely at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    108
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Tewkesbury
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9364
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Stuart Tyler-Lloyd at Quilter Financial Advisers

    Tewkesbury
    Stuart sees financial planning as being an area that helps clients meet their life goals. He provides tailored advice without jargon, to reach the best possible outcomes for his clients and their families at all stages of life
    24
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ben Middleton at True Potential Wealth Management LLP

    Gloucester
    Helping my clients achieve their financial goals is at the heart of my business. I have been in financial services for over 26 years and have a wealth of knowledge and expertise in pensions, including Defined Benefit schemes, and investments.
    77
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Araemo Financial Ltd

    Ledbury
    We have been in the industry 29 years and have a wealth of experience and this will allow you access to a independent chartered financial planner. We are based in Hereford and have clients nationally.
    31
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sjw Financial Planning Ltd

    Gloucester
    Trusted to help guide clients to make better financial decisions.
    13
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd

    Tewkesbury
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    125
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Gloucester
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5502
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Truly Independent

    Tewkesbury
    Offering a free initial meeting, we provide independent regulated advice on pensions, investments and ethical/ESG financial planning. We take the stress out of investing, helping clients of all wealth levels across South West England and Gloucestershire.
    38
    £0+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Hartsfield Financial Services Limited

    Gloucester
    We’re a team of independent financial planners based in Cheltenham. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    58
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Neil Dixon at True Potential Weath Management

    Tewkesbury
    A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
    12
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Gloucester
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9364
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • CSLP Ltd

    Gloucester
    We offer a Chartered Financial Planning Service which is professional, Independent and local. You can expect the highest quality advice.
    37
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Greenland Financial Planning Ltd

    Gloucester
    We aim to add real value to your financial situation and to give you financial peace of mind.
    30
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Blue Wealth

    Cheltenham
    Independent, chartered financial planners. We help you plan for the future.
    58
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield Financial Services Limited

    Northway
    We’re a team of independent financial planners based in Cheltenham. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    58
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mather and Murray Financial

    Cheltenham
    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
    1342
    £0+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Beesure Limited

    Cheltenham
    Get in touch today with a free no obligation initial meeting to review your financial situation.
    23
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd.

    Gloucester
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House Financial Planning can look after all your financial needs.
    1060
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    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.