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Top 10 Independent (IFAs) & Restricted Financial Advisers in Haresfield

Find the best FCA regulated financial advisers in Haresfield. Get expert help near you with pensions, investments, retirement planning and more
Haresfield, Stroud, Gloucestershire
Montpellier Asset Management

Montpellier Asset Management

Hardwicke
Initial consultation free
FCA verified
Independent
A trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.
Clients
helped
239
Minimum
wealth
£250k+
Meet the team
Simon Whitney
Richard Turnbull
Chris Riddell
William Gregory
Peter Howard
+1
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Stockbroking services
Mortgages
Evelyn Partners

Evelyn Partners

Quedgeley
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
1048
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

Gloucester
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
39827
Minimum
wealth
£150k+
Meet the team
Julian Frere
Dan Alder
Daniel Blandford
Estella Peto
Sarah Nesbitt
+10
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
GW Pension Advisor Ltd

GW Pension Advisor Ltd

Cainscross
Initial consultation free
FCA verified
Independent
After 20 years in financial services, I've seen how confusing and overwhelming pension advice can be. My approach is different: clear explanations, no jargon, and recommendations tailored to your specific circumstances.
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
G
Can help with
Pensions & retirement
Financial planning
Investments
Matheson Charles

Matheson Charles

Cainscross
Initial consultation free
FCA verified
Independent
We believe in a no pressure environment and therefore offer a no Obligation Promise. This is our promise that if you don’t wish to proceed with our recommendations, then you don’t pay any fees.
Clients
helped
420
Minimum
wealth
£0+
Meet the team
J
T
Ian Hayes
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Long Term Care
Mortgages
Matthew James Wealth

Matthew James Wealth

Gloucester
Initial consultation free
FCA verified
Restricted
Chartered Financial Planner helping professionals, business owners and those approaching retirement make informed decisions around pensions, retirement planning, investments and tax efficiency, with clear advice and a joined-up plan for the future.
Clients
helped
Recently added
Minimum
wealth
£0+
Meet the team
Matt Wheeler
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
Douglas Steers & Company

Douglas Steers & Company

Gloucester
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10562
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
The Private Office

The Private Office

Rodborough
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
39827
Minimum
wealth
£150k+
Meet the team
Julian Frere
Clare McCarthy
David Gruenstein
Paul Sanders
Alex Shields
+14
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Fidelius Ltd

Fidelius Ltd

Rodborough
Initial consultation free
FCA verified
Independent
Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
22
Minimum
wealth
£100k+
Meet the team
Rachel Henley
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

Stroud
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
1048
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
Frequently Asked Questions about Financial Advisers in Haresfield