Top 10 Independent (IFAs) & Restricted Financial Advisers in Ham And Stone

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  • Hartsfield Financial Services Ltd

    Thornbury
    FCA verified
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    225
    £150k+
    Can help with
    Pensions & retirement
  • Sovereign Independent Financial Advisers Limited

    Thornbury
    FCA verified
    Worried about how your business and retirement plans will be affected by the Covid-19 crisis? We're here to help. We're Chartered Financial Planners, providing independent financial advice to people in Thornbury, Bristol and the surrounding area.
    39
    £50k+
    Can help with
    Pensions & retirement
  • Saltus Partners LLP

    Charfield
    FCA verified
    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.
    559
    £250k+
    Can help with
    Pensions & retirement
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  • Adam McCarthy & Sione Mitchell at True Potential Wealth Management

    Tytherington
    FCA verified
    We put our client’s interests and financial goals at the heart of our business, priding ourselves on giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    309
    £150k+
    Can help with
    Pensions & retirement
  • Saltus Partners LLP

    Cam
    FCA verified
    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.
    559
    £250k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services Ltd

    Dursley
    FCA verified
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    225
    £150k+
    Can help with
    Pensions & retirement
  • Smitton Wealth Solutions Limited

    Dursley
    FCA verified
    We are passionate about helping you achieving your financial goals at whatever stage you are in life. We understand that the key to a long-term financial planning relationship is based on honesty, explaining things clearly, and independent advice.
    25
    £50k+
    Can help with
    Pensions & retirement
  • William Highbourne Wealth Management

    Dursley
    FCA verified
    We believe that the right approach to money is unique to you, enabling your life choices and ensuring wealth provides you with a life lived to the full. You may have decades of financial experience, or be new to asset management, we listen, we advise.
    364
    £100k+
    Can help with
    Pensions & retirement
  • Jeremy Rowe at Abacus Advisers

    Dursley
    FCA verified
    I am a Financial planner with 26 years industry experience and a Society of Later Life Advisers accredited later life specialist. I aim to build long term relationships by providing Independent advice in a way you understand to meet your needs.
    < 10
    £100k+
    Can help with
    Pensions & retirement
  • Wealth Doctor Financial Planning Ltd

    Chepstow
    FCA verified
    Dr Josh Lewis originally trained and practiced as a GP helping patients with their medical health before recognising that the financial well-being of individuals & organisations was of equal importance to them in achieving security, success & contentment.
    59
    £250k+
    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.