Are you an adviser? Go to Unbiased Pro
Login

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

Find the best FCA regulated financial advisers in Wottonunderedge. Get expert help near you with pensions, investments, retirement planning and more
Wottonunderedge, Stroud, Gloucestershire
Meta Advisors Limited

Meta Advisors Limited

Wotton under edge
Initial consultation free
FCA verified
Restricted
Meta Advisors Limited has been providing financial advice for over 12 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.
Clients
helped
55
Minimum
wealth
£250k+
Meet the team
Adam Farina
Chloe Dunk
Connor Betteridge
Elliott Simmonds
James McLaren
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Saltus Partners LLP

Saltus Partners LLP

Charfield
Initial consultation free
FCA verified
Independent
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.
Clients
helped
1070
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Truly Independent

Truly Independent

Dursley
Initial consultation free
FCA verified
Independent
Offering a free initial meeting, we provide independent regulated advice focusing on Pensions and Investment planning. We take the stress out of investing and provide personalised independent financial advice.
Clients
helped
302
Minimum
wealth
£50k+
Meet the team
Miles Finch
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Meta Advisors Limited

Meta Advisors Limited

Hawkesbury
Initial consultation free
FCA verified
Restricted
Meta Advisors Limited has been providing financial advice for over 12 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.
Clients
helped
55
Minimum
wealth
£250k+
Meet the team
Adam Farina
Chloe Dunk
Connor Betteridge
Elliott Simmonds
James McLaren
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Smitton Wealth Solutions Limited

Smitton Wealth Solutions Limited

Dursley
Initial consultation free
FCA verified
Independent
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.
Clients
helped
25
Minimum
wealth
£50k+
Meet the team
Duncan Smitton
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
William Highbourne Wealth Management

William Highbourne Wealth Management

Dursley
Initial consultation free
FCA verified
Independent
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.
Clients
helped
755
Minimum
wealth
£150k+
Meet the team
Stuart Hutton
Matthew Kirkham
Pieter Burger
Adam Field
L
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Stockbroking services
Douglas Steers & Company

Douglas Steers & Company

Dursley
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10622
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
Evelyn Partners

Evelyn Partners

Falfield
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
1081
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
Bellamy Wealth Management Ltd

Bellamy Wealth Management Ltd

Hawkesbury
Initial consultation free
FCA verified
Restricted
If you’re new to financial advice, we understand that taking the first step can feel daunting. That’s why we take the time to talk with you, to listen carefully, understand your financial situation, and learn what matters most to you.
Clients
helped
111
Minimum
wealth
£150k+
Meet the team
Kyle Marsh
Sagee Abuebid
Paul Andrews
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Douglas Steers & Company

Douglas Steers & Company

Sodbury
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10622
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
Frequently Asked Questions about Financial Advisers in Wottonunderedge