Top 10 Independent (IFAs) & Restricted Financial Advisers in Waltham Cross

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  • IFS Wealth & Pensions Ltd

    Waltham cross
    FCA verified
    We believe that life is not a rehearsal. You only have one chance to live it the way you want - there is no take two! As Chartered Financial Planners, we help our clients achieve and maintain the lifestyle they want, without fear of running out of money.
    331
    £250k+
    Can help with
    Pensions & retirement

  • Bower Wealth

    Waltham cross
    FCA verified
    An award-winning firm with a track record of delivering exceptional outcomes. Our team of Chartered Wealth Planners offer tailored financial advice to families, professionals and entrepreneurs.
    105
    £50k+
    Can help with
    Pensions & retirement

  • Advanta Wealth

    Enfield
    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.
    689
    £150k+
    Can help with
    Pensions & retirement
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  • Bower Wealth

    Waltham cross
    FCA verified
    An award-winning firm with a track record of delivering exceptional outcomes. Our team of Chartered Wealth Planners offer tailored financial advice to families, professionals and entrepreneurs.
    105
    £50k+
    Can help with
    Pensions & retirement

  • Scottsdale Lifetime Partners

    Waltham cross
    FCA verified
    Scottsdale Lifetime Partners was founded on the belief that face-to-face meetings with a trusted adviser are the cornerstone of financial planning.
    29
    £100k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Waltham cross
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    671
    £500k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Waltham cross
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    7940
    £50k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Waltham cross
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    7940
    £50k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Enfield
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    7940
    £50k+
    Can help with
    Pensions & retirement

  • Frazer James

    Waltham abbey
    FCA verified
    Chartered & Certified Financial Planners, specialising in pensions, investments, and retirement. Based in Bristol. Trusted by 100+ clients. Award-winning advice. Book your Unbiased Financial Meeting here: <url hidden>
    125
    £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?

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.