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

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  • Tony Tyler Financial Service Limited

    Wellow
    FCA verified
    < 10
    £0+
    Can help with
    Business

  • Canaccord Genuity Wealth Management (CGWM)

    Mottisfont
    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

  • Grosvenor Birch Limited

    Romsey extra
    FCA verified
    We’re a family of Chartered Financial Planners helping people in the South achieve their goals since 2001. Proud to be a female lead firm, with experience to deal with complex planning issues.
    22
    £250k+
    Can help with
    Pensions & retirement
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  • Matthew Dudley - Pocock Rutherford & Co

    Whiteparish
    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

  • The Private Office

    Romsey
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    30553
    £100k+
    Can help with
    Pensions & retirement

  • Unity Wealth Management

    Romsey
    FCA verified
    We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
    309
    £100k+
    Can help with
    Pensions & retirement

  • Matthew Winchester -Pocock Rutherford & Co

    Totton and eling
    FCA verified
    Hi my name is Matthew , I’m a local financial adviser based in Bournemouth and I have been providing straight forward, easy to understand financial advice for over 25years. My initial consultation is free so please reach out to see if I can help you.
    129
    £50k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

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

  • Woodlands Financial Planning

    Netley marsh
    FCA verified
    Our goal is to increase our clients knowledge of financial services and their financial wellbeing through offering the widest range of products and services from the whole of the market, whilst ensuring that our clients always receive sound advice.
    80
    £0+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Lyndhurst
    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

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?

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