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Top 20 Independent Financial Advisers in Beckenham

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  • AW Financial Management LLP

    Beckenham
    We offer truly independent and personalised financial advice at competitive rates. Trust and integrity are our watchwords.
    65
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Citrus Financial Management Ltd

    Beckenham
    Personal finance should never be a mystery. What isn’t understood can very often feel frightening. So we use clear, simple language to increase understanding, reduce the fear of finance and increase our clients confidence and feeling of control.
    36
    £50k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • The Private Office

    Beckenham
    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.
    106
    £100k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Elevate Financial Solutions

    Beckenham
    Professional & friendly financial advice covering Bromley and the surrounding areas.
    119
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Raymond James

    Beckenham
    Your long term wealth is our prime concern. We believe a global perspective on your investments can reduce long-term deterioration of your wealth.
    < 10
    £500k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Liddelow Financial Services

    Bromley
    243
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • The Private Office

    Bromley
    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.
    42
    £100k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Chantler Kent Investments - Sarah Grinnell

    Bromley
    We are still available to help you with your enquiries during these unprecedented times due to the Coronavirus outbreak. We can hold meetings remotely via Skype or Zoom & all paperwork can be emailed or scanned over. We are friendly, approachable advisers offering sound financial advice. We will provide you with advice in plain English that you can understand.
    57
    £20k+
    7.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Peter Neal Pensions

    West wickham
    Pension Transfer Specialist. Retirement Wealth Managers. Advisers on full range of Investments and Pensions including Occupational Pensions and Divorce Settlements.
    79
    £50k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Tilney

    Bromley
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Holden & Partners LLP

    London
    An independent, Chartered Financial Planner providing advice to families building their wealth, people approaching, or in retirement, and ethically-minded investors.
    19
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Lawrence Dean at True Potential

    Bromley
    The main purpose of my role is to help professionals protect and grow their wealth.
    29
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Halcyon Wealth

    Bromley
    A client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells
    95
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Kevin Robins - True Potential Wealth Management

    Bromley
    Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
    13
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Takunda Sando at Quilter Financial Advisers

    Bromley
    Chartered Wealth Manager who can assess your current circumstances and then use his extensive knowledge and understanding of all the available financial products and regulations to develop bespoke financial solutions to help you meet your objectives.
    27
    £100k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • The Private Office

    Bromley
    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.
    24
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Foster Denovo Limited

    Bromley
    If the current Coronavirus pandemic has you worried about your retirement or future financial plans, I'd like to help.
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Quilter Financial Advisers - Edward Richardson

    Bromley
    As a Financial Planner, I get to inspire my clients. My passion for knowledge has led me to achieve the highest qualification as an adviser and being elected to become a Fellow.
    28
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • James Mercer 2plan Wealth Management

    Bromley
    I offer independent advice on pensions, investments, mortgages, insurance at competitive rates with the initial consultation at my cost.
    23
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Gale & Phillipson

    West wickham
    We provide whole of market financial planning and investment services to help you manage your financial affairs.
    < 10
    £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.