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

Find the best FCA regulated financial advisers in Winchester. Get expert help near you with pensions, investments, retirement planning and more.
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  • Atticus Financial Planning Ltd

    Compton and shawford
    FCA verified
    We believe in the importance of money, not as an end in itself, but as a facilitator of dreams. We charge fixed fees for truly independent advice on retirement, pensions, investments, savings, IHT mitigation, estate planning and protection.
    52
    £250k+
    Can help with
    Pensions & retirement
  • 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.
    921
    £250k+
    Can help with
    Pensions & retirement
  • Deep Blue Financial Limited

    Winchester
    FCA verified
    At Deep Blue Financial Limited we are proud to provide an independent, holistic approach to our clients' financial planning needs.
    195
    £0+
    Can help with
    Pensions & retirement
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  • Beals Wealth Management.

    Whiteley
    FCA verified
    Trusted financial advice with 30+ years experience. Our expert advisers offer no-obligation consultations - by phone, video or in person. We cover the whole UK: mortgages, pensions, investments, & protection all tailored to your financial goals.
    880
    £0+
    Can help with
    Pensions & retirement
  • Eight Financial Advice

    Winchester
    FCA verified
    Eight Financial Advice has been providing advice for over 20 years as a partner practice of St. James’s Place. We provide broad-based advice, mainly to directors, professionals and retirees, helping them with practical financial planning solutions.
    193
    £150k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Winchester
    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 & 14,000 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
    14256
    £0+
    Can help with
    Pensions & retirement
  • Destination Retirement, part of Just

    Winchester
    FCA verified
    Wherever you are on your retirement journey — saving, planning or spending — our friendly, UK-based financial experts are on hand to support you. We help people achieve a better later life.
    108
    £0+
    Can help with
    Pensions & retirement
  • PFM Associates Limited

    Winchester
    FCA verified
    Chartered financial planning firm based in the South of England, who provide holistic financial planning and advice to individuals, households, trustees and businesses.
    171
    £100k+
    Can help with
    Pensions & retirement
  • Chris Philcox - True Potential Wealth Management

    South wonston
    FCA verified
    I have been helping clients achieve their financial goals for over 15 years. I specialise in retirement planning, including Defined Benefit transfers and Drawdown. I hold the advanced retirement qualifications, ensuring the very best outcome and advice.
    329
    £250k+
    Can help with
    Pensions & retirement
  • Unique Financial

    Colden common
    FCA verified
    Looking for financial advice that puts you first? At Unique Financial, we're not just about numbers—we're about people. Our experienced advisers take the time to understand what's important to you, crafting personalised financial strategies.
    134
    £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.

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.