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

Find the best FCA regulated financial advisers in Steventon. Get expert help near you with pensions, investments, retirement planning and more
Steventon, Basingstoke And Deane, Hampshire
Saltus Partners LLP

Saltus Partners LLP

Oakley
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
1069
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 Limited

Truly Independent Limited

Dummer
Initial consultation free
FCA verified
Independent
Offering a free initial meeting, we provide independent regulated advice on Investments, Pensions and Inheritance Tax Planning. We take the stress out of investing helping clients of all wealth levels.
Clients
helped
136
Minimum
wealth
£50k+
Meet the team
David Dean
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Berkshire IFA

Berkshire IFA

Oakley
Initial consultation free
FCA verified
Independent
We offer a no cost or obligation initial fact find meeting, to talk through the financial and personal outcomes you seek. We are fully independent so can offer whole of market advice on pensions, investments, Inheritance tax planning, and wealth planning.
Clients
helped
1523
Minimum
wealth
£100k+
Meet the team
Ashton Eddolls
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Saltus Partners LLP

Saltus Partners LLP

Basingstoke
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
1069
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
M&G Advice

M&G Advice

Basingstoke
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2283
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Flying Colours Advice

Flying Colours Advice

Basingstoke
Initial consultation free
FCA verified
Independent
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.
Clients
helped
20142
Minimum
wealth
£250k+
Meet the team
George Tuck
Billy Ambler
Liviu Ratoi
David Lemar
Carl Williams
+13
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
The Private Office

The Private Office

Basingstoke
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
39961
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Julian Frere
Roger Clarke
Matthew Cole
David Dodgson
+38
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Douglas Steers & Company

Douglas Steers & Company

Basingstoke
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10612
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Berkshire IFA

Berkshire IFA

Whitchurch
Initial consultation free
FCA verified
Independent
We offer a no cost or obligation initial fact find meeting, to talk through the financial and personal outcomes you seek. We are fully independent so can offer whole of market advice on pensions, investments, Inheritance tax planning, and wealth planning.
Clients
helped
1523
Minimum
wealth
£100k+
Meet the team
Ashton Eddolls
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Empower Partners LLP

Empower Partners LLP

Whitchurch
Initial consultation free
FCA verified
Independent
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
175
Minimum
wealth
£500k+
Meet the team
Jason Witcombe
Antony Williams
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Steventon