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

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  • David Asbridge True Potential Wealth Management LLP

    Overton
    FCA verified
    With True Potential Wealth Management, you will benefit from quality, bespoke financial advice that focuses on your personal goals and aspirations, helping you do more with your money.
    118
    £100k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Overton
    FCA verified
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    225
    £150k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Oakley
    FCA verified
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    225
    £150k+
    Can help with
    Pensions & retirement
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  • Canaccord Genuity Wealth Management (CGWM)

    Oakley
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    427
    £250k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Oakley
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6487
    £50k+
    Can help with
    Pensions & retirement

  • Blyth Wealth Management

    Basingstoke
    FCA verified
    I'm a Chartered Financial Adviser and Coach with over 10 years experience in the industry. Together we will navigate those life transitions, remove your financial anxiety, promote sound financial behaviour and work towards your goals and aspirations.
    < 10
    £100k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    Basingstoke
    FCA verified
    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.
    18211
    £150k+
    Can help with
    Pensions & retirement

  • The Private Office

    Basingstoke
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face-to-face meeting we are offering online and telephone advice.
    30521
    £100k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Basingstoke
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6487
    £50k+
    Can help with
    Pensions & retirement

  • Kevin Robins - True Potential Wealth Management

    Basingstoke
    FCA verified
    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.
    324
    £100k+
    Can help with
    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.