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Top 10 Independent (IFAs) & Restricted Financial Advisers in Potters Bar

Find the best FCA regulated financial advisers in Potters Bar. Get expert help near you with pensions, investments, retirement planning and more
Potters Bar, Hertsmere, Hertfordshire
Clients
helped
103
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Scottsdale Lifetime Partners

Scottsdale Lifetime Partners

North mymms
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.
Clients
helped
31
Minimum
wealth
£100k+
Can help with
Pensions & retirement
BSG Financial Solutions | Chartered Financial Planners

BSG Financial Solutions | Chartered Financial Planners

Potters bar
FCA verified
Making dreams a reality since 1979
Clients
helped
16
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Douglas Steers & Company

Douglas Steers & Company

Potters bar
FCA verified
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
9781
Minimum
wealth
£50k+
Can help with
Pensions & retirement
HYFi Private Wealth

HYFi Private Wealth

North mymms
FCA verified
Welcome to HYFi Private Wealth With over 50 years in the financial services industry, we have the knowledge and experience to ensure you get the best possible guidance.
Clients
helped
20
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Advanta Wealth

Advanta Wealth

Potters bar
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.
Clients
helped
986
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Douglas Steers & Company

Douglas Steers & Company

Barnet
FCA verified
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
9781
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Virtus Financial Planning Limited

Virtus Financial Planning Limited

Barnet
FCA verified
Virtus Financial Planning has been providing financial advice for over 4 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
112
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Humboldt Financial

Humboldt Financial

Barnet
FCA verified
As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped
2452
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Advanta Wealth

Advanta Wealth

North mymms
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.
Clients
helped
986
Minimum
wealth
£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.

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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.