Top 10 Independent (IFAs) & Restricted Financial Advisers in East Woodhay
Find the best FCA regulated financial advisers in East Woodhay. Get expert help near you with pensions, investments, retirement planning and more

Looking for financial advice that puts you first? At Unique Financial, we're not just about numbers—we're about people. Our experienced advisers take the time to understand what's important to you, crafting personalised financial strategies.
Clients
helped
helped
189
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection

Adviser with over 25 years' experience helping people maximise the financial opportunities available to them. Common sense advice, focussing on reducing your investing costs and giving you peace of mind that you're on track.
Clients
helped
helped
175
Minimum
wealth
wealth
£500k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

Sensible, independent, and unbiased financial planning that empowers you to make informed decisions. Experts in Pensions, Investments, Trusts, Inheritance Tax Mitigation, and Private Client work.
Clients
helped
helped
61
Minimum
wealth
wealth
£500k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care

Swann Financial Limited have been providing financial advice for over 19 years. We provide holistoc advice, helping youwith practical solutions to the financial issues that concern you most.
Clients
helped
helped
63
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches

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
helped
40031
Minimum
wealth
wealth
£150k+
Meet the team
+47
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages

Your first meeting’s costs are covered by your adviser. We can meet in person or online. We offer specialist advice on pensions investments and protection.
Clients
helped
helped
296
Minimum
wealth
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Stockbroking services

As an independently owned and specialised firm, we offer institutional quality financial advice and investment management, tailored to the individuals and families that we serve.
Clients
helped
helped
20
Minimum
wealth
wealth
£500k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Stockbroking services

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
helped
40031
Minimum
wealth
wealth
£150k+
Meet the team
+38
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages

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
helped
1072
Minimum
wealth
wealth
£250k+
Meet the team
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

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
helped
30
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in East Woodhay