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

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  • Crowe Financial Planning

    Yateley
    FCA verified
    Empowering our clients and their families to enjoy their wealth and to help achieve true financial peace of mind.
    < 10
    £100k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Sandhurst
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    430
    £250k+
    Can help with
    Pensions & retirement

  • Black Lion Wealth Management

    Sandhurst
    FCA verified
    We are committed to helping hard-working people like you get the best options on your pensions and investments— you are at the heart of what we do.
    1319
    £100k+
    Can help with
    Pensions & retirement
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  • Fairstone Group

    Crowthorne
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11737
    £0+
    Can help with
    Pensions & retirement

  • Cadre Wealth

    Eversley
    FCA verified
    Cadre Wealth is an Independent, Fixed Fee, Evidence-Based financial planning firm. As founder and director at Cadre Wealth, I have the pleasure of working closely with Tax and Finance experts to help our clients achieve their financial goals.
    180
    £0+
    Can help with
    Pensions & retirement

  • Berkshire IFA

    Finchampstead
    FCA verified
    We offer an initial no cost meeting. We are fully Independent Financial Advisers offering bespoke advice for pensions, inheritance tax planning, investments, pension transfers, final salary pensions and mortgages.
    1416
    £250k+
    Can help with
    Pensions & retirement

  • Tara Financial Services Ltd

    Finchampstead
    FCA verified
    The Specialists in Wealth Management and Pensions planning for Individuals and businesses.
    28
    £100k+
    Can help with
    Pensions & retirement

  • David Asbridge True Potential Wealth Management LLP

    Crowthorne
    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

  • Advanta Wealth

    Camberley
    FCA verified
    With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
    416
    £100k+
    Can help with
    Pensions & retirement

  • Simon Jones at Continuum Financial Services LLP

    Crowthorne
    FCA verified
    My approach is to truly listen to your story, define what you want to achieve financially and help you build a strategy for success. There is no cost to our first meeting.
    45
    £150k+
    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.