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

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  • Tristan Borkowski - TAB Financial Planning

    Marchwood
    FCA verified
    Tristan gives his clients the peace of mind needed and confidence in their financial future through the transitions of life by answering the important questions such as 'Will I be OK?' and 'Will my family be OK?'.
    Recently added
    £0+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Southampton
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6502
    £50k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Southampton
    FCA verified
    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.
    560
    £250k+
    Can help with
    Pensions & retirement
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  • Radcliffe & Company (Life & Pensions) Limited

    Southampton
    FCA verified
    < 10
    £0+
    Can help with
    Tax & trust planning

  • Douglas Steers & Company

    Southampton
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6502
    £50k+
    Can help with
    Pensions & retirement

  • Adam McCarthy & Sione Mitchell at True Potential Wealth Management

    Southampton
    FCA verified
    We put our client's interests and financial goals at the heart of our business, priding ourselves on giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    309
    £150k+
    Can help with
    Pensions & retirement

  • Steve Harris at True Potential Wealth Management

    Southampton
    FCA verified
    Ensuring that your finances are being looked after and managed effectively, from an investment and tax perspective, is vitally important. Mistakes can be costly. This is where my knowledge, and expertise can help you achieve your financial dreams.
    127
    £100k+
    Can help with
    Pensions & retirement

  • Matthew Dudley - Pocock Rutherford & Co

    Hythe and dibden
    FCA verified
    Hi my name is Matthew Dudley, I’m a local financial adviser based in Dorset and I have been providing straight forward, easy to understand financial advice. My initial consultation is free so please reach out to see if I can help you.
    436
    £100k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Totton and eling
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    432
    £250k+
    Can help with
    Pensions & retirement

  • Keith Whitehead - True Potential LLP

    Southampton
    FCA verified
    I have joined True Potential Wealth Management as an experienced Financial Planner, with a wealth of knowledge and expertise, particularly in the complex areas of investments and pensions, including Defined Benefit/Final Salary advice.
    561
    £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.

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