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

Your finances play a role in every stage of your life, but preparing effective financial plans can be challenging. A professional adviser could help you make informed choices suited to your unique needs and aspirations.

"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future

For over 30 years we’ve supported people and businesses across the East Midlands, London and beyond with retirement planning, business protection, investments, tax planning and legacy advice, delivering clarity now and lasting confidence for the future.

We provide a free update & advice service to help you understand your plans.

For over 30 years we’ve supported people and businesses across the East Midlands, London and beyond with retirement planning, business protection, investments, tax planning and legacy advice, delivering clarity now and lasting confidence for the future.

Pinnacle Wealth Management LLP have been providing financial advice for over 13 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.

Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.

At Minos Wealth, we guide our clients to the life they’ve always wanted. Whether you’re planning for retirement, investing a windfall, or simply want a thorough financial health check, we have the knowledge and expertise to spur you into action.

At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.

I pride myself in providing an exceptional standard service to my clients, by giving clear, independent impartial advice using cash flow modelling. I am happy to meet in-person or remotely via video conference.