Top 10 Independent (IFAs) & Restricted Financial Advisers in Bishops Stortford

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  • The Private Office

    Bishops stortford
    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.
    30553
    £100k+
    Can help with
    Pensions & retirement

  • Castle Financial Planning

    Bishops stortford
    FCA verified
    Having been a financial adviser for more than 20 years, I’ve helped many individuals, families and business owners to manage their finances in the most effectively. I’m committed to providing my clients with the highest standards of advice and service.
    99
    £50k+
    Can help with
    Pensions & retirement

  • Walden Capital

    Bishops stortford
    FCA verified
    Walden Capital provides inspired financial thinking, bespoke planning and an assured service. We are specialists in managing family wealth and run our own highly effective investment portfolios. We are Pension Transfer specialists, including final salary.
    168
    £500k+
    Can help with
    Pensions & retirement
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  • Leadenhall Wealth Management

    Bishops stortford
    FCA verified
    We serve one purpose; to help you make the most of your money.
    556
    £100k+
    Can help with
    Pensions & retirement

  • Ashley Townsend Prosperity IFA

    Bishops stortford
    FCA verified
    It is a privilege, and not a right, to be able to work collaboratively with a client and potentially shape their financial future for the better.
    279
    £100k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Bishops stortford
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6502
    £50k+
    Can help with
    Pensions & retirement

  • Thompson Riddle Associates Ltd

    Bishops stortford
    FCA verified
    We are 'The Modern IFA' and aim to treat all of our clients fairly. Our first contact is free of charge, that includes a phone call and a first meeting.
    402
    £0+
    Can help with
    Pensions & retirement

  • Advance Wealth

    Bishops stortford
    FCA verified
    My mission is to help people achieve their financial goals with a smile on their face through complete trust and Integrity.
    225
    £50k+
    Can help with
    Pensions & retirement

  • Lumin Wealth

    Bishops stortford
    FCA verified
    Lumin Wealth is an award-winning Chartered firm and amongst the top financial advisers in the UK. 3,800 families have chosen us as a trusted partner for their wealth management.
    125
    £150k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Sawbridgeworth
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6502
    £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.