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

Find the best FCA regulated financial advisers in Yateley. Get expert help near you with pensions, investments, retirement planning and more
Yateley, Hart, Hampshire
In Partnership

In Partnership

Yateley
FCA verified
We offer Independent Financial Advice and offer every client a bespoke solution to their needs. All 1st consultations are free so there is nothing to lose and everything to gain.
Clients
helped
1008
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Start enquiryView profile
Evelyn Partners

Evelyn Partners

Yateley
FCA verified
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
765
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Start enquiryView profile
Fairstone Group

Fairstone Group

Crowthorne
FCA verified
Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
Clients
helped
14562
Minimum
wealth
£0+
Can help with
Pensions & retirement
Start enquiryView profile
The Private Office

The Private Office

Crowthorne
FCA verified
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
38294
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
Advanta Wealth

Advanta Wealth

Crowthorne
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.
Clients
helped
986
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Start enquiryView profile
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Tara Financial Services Ltd

Finchampstead
FCA verified
The Specialists in Wealth Management and Pensions planning for Individuals and businesses.
Clients
helped
30
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Start enquiryView profile
Evelyn Partners

Evelyn Partners

Crowthorne
FCA verified
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
765
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Start enquiryView profile
In Partnership

In Partnership

Crowthorne
FCA verified
We offer Independent Financial Advice and offer every client a bespoke solution to their needs. All 1st consultations are free so there is nothing to lose and everything to gain.
Clients
helped
1008
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Start enquiryView profile
Neil Dawson - True Potential Wealth Management

Neil Dawson - True Potential Wealth Management

Crowthorne
FCA verified
I have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.
Clients
helped
126
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Start enquiryView profile
Advanta Wealth

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.
Clients
helped
986
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Start enquiryView profile
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.