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

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Total assets
My postcode
First meeting is free
  • Saltus Partners LLP

    Hursley
    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.
    450
    £250k+
    Can help with
    Pensions & retirement
  • Douglas Steers & Company

    Winchester
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    5336
    £50k+
    Can help with
    Pensions & retirement
  • Douglas Steers & Company

    Whiteley
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    5336
    £50k+
    Can help with
    Pensions & retirement
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  • Douglas Steers & Company

    Denmead
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    5336
    £50k+
    Can help with
    Pensions & retirement
  • MPI Financial Advice

    Whiteley
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    3215
    £0+
    Can help with
    Pensions & retirement
  • Jacqueline Wilson - Sandringham

    Itchen valley
    FCA verified
    Helping you achieve your goals is what drives me as a Sandringham advising Partner. I am dedicated to helping you grow and secure your hard-earned money so that you can enjoy those important and precious times in the future.
    36
    £100k+
    Can help with
    Financial planning
  • Collingbourne Wealth Management Ltd

    Winchester
    FCA verified
    Wealth Management and Financial Planning experts for high net-worth families and SME business owners in Hampshire.
    24
    £500k+
    Can help with
    Pensions & retirement
  • AJB Wealth

    New alresford
    FCA verified
    We provide wealth management and specialist discretionary investment to private individuals and trustees, both in the UK and internationally.
    24
    £50k+
    Can help with
    Pensions & retirement
  • Beals Wealth Management.

    Whiteley
    FCA verified
    We are a Financial Services firm based in Hampshire, covering the South of England, celebrating 28 years in the industry. We offer a free, no-obligation initial consultation to discuss your financial needs; available by telephone, zoom, or face-to-face
    564
    £0+
    Can help with
    Pensions & retirement
  • Douglas Steers & Company

    Winchester
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    5336
    £50k+
    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.