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

Find the best FCA regulated financial advisers in Berkhamsted. Get expert help near you with pensions, investments, retirement planning and more
Berkhamsted, Dacorum, Hertfordshire
Saltus Partners LLP

Saltus Partners LLP

Berkhamsted
Initial consultation free
FCA verified
Independent
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.
Clients
helped
1069
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Fairstone Group

Fairstone Group

Berkhamsted
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15271
Minimum
wealth
£0+
Meet the team
Andy Fell
Waqas Nawaz
Jonathan Eales
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Evelyn Partners

Evelyn Partners

Berkhamsted
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
1077
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
George Cowley Wealth Management Partner at True Potential LLP

George Cowley Wealth Management Partner at True Potential LLP

Berkhamsted
Initial consultation free
FCA verified
Restricted
I am a Chartered Financial Planner at client centred True Potential Wealth Management based in Harpenden, Hertfordshire.
Clients
helped
151
Minimum
wealth
£150k+
Meet the team
George Cowley
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Carlile Alexander Private Wealth

Carlile Alexander Private Wealth

Berkhamsted
Initial consultation free
FCA verified
Independent
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.
Clients
helped
288
Minimum
wealth
£100k+
Meet the team
Thomas Evans
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Brilliance Financial Planning

Brilliance Financial Planning

Berkhamsted
Initial consultation free
FCA verified
Independent
We are highly approachable and happy to discuss your needs and options informally. Drop us a line to arrange a chat, free of charge.
Clients
helped
604
Minimum
wealth
£0+
Meet the team
Duncan Miles
Scott Taylor
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Business
Long Term Care
Stockbroking services
The Private Office

The Private Office

Berkhamsted
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
39961
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Lumin Wealth

Lumin Wealth

Nettleden and potten end
Initial consultation free
FCA verified
Independent
Lumin Wealth is an award-winning Chartered firm and amongst the top financial advisers in the UK. 3,500 families have chosen us as a trusted partner for their wealth management.
Clients
helped
352
Minimum
wealth
£150k+
Meet the team
Kris Fisher
Joe Fisher
Will Harries
Sara Moore
Harry Dunn
+2
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
Douglas Steers & Company

Douglas Steers & Company

Hemel hempstead
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10612
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Saltus Partners LLP

Saltus Partners LLP

Hemel hempstead
Initial consultation free
FCA verified
Independent
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.
Clients
helped
1069
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers in Berkhamsted