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

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  • Kinsbourne Wealth Management Ltd

    Berkhamsted
    FCA verified
    We provide personally tailored face-to-face financial advice in an open, honest fashion. Our aim is to build long term working relationships with our clients based on mutual trust, respect and understanding.
    56
    £100k+
    Can help with
    Pensions & retirement
  • Matthew Dudley - Pocock Rutherford & Co

    Berkhamsted
    FCA verified
    Hi my name is Matthew Dudley, I’m a local financial adviser based in Bournemouth, 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.
    376
    £50k+
    Can help with
    Pensions & retirement
  • Brilliance Financial Planning

    Berkhamsted
    FCA verified
    We are highly approachable and happy to discuss your needs and options informally. Drop us a line to arrange a chat, free of charge.
    552
    £0+
    Can help with
    Pensions & retirement
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  • Carlile Alexander Private Wealth

    Berkhamsted
    FCA verified
    Carlile Alexander Private Wealth is a specialist UK wealth management firm. We are dedicated to helping you achieve your financial goals. Contact us now to find out how Carlile Alexander Private Wealth can help you.
    70
    £100k+
    Can help with
    Pensions & retirement
  • The Private Office

    Berkhamsted
    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.
    27869
    £100k+
    Can help with
    Pensions & retirement
  • Douglas Steers & Company

    Hemel hempstead
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    5004
    £50k+
    Can help with
    Pensions & retirement
  • The Private Office

    Bovingdon
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face-to-face meeting we are offering online and telephone advice.
    27880
    £100k+
    Can help with
    Pensions & retirement
  • Canaccord Genuity Wealth Management (CGWM)

    Kings langley
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    19
    £250k+
    Can help with
    Pensions & retirement
  • Canaccord Genuity Wealth Management (CGWM)

    Nettleden and potten end
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    19
    £250k+
    Can help with
    Pensions & retirement
  • Matthew Dudley - Pocock Rutherford & Co

    Hemel hempstead
    FCA verified
    Hi my name is Matthew Dudley, I’m a local financial adviser based in Bournemouth, 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.
    376
    £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.

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