Top 10 Independent (IFAs) & Restricted Financial Advisers in Royal Tunbridge Wells

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  • Chris Philcox - True Potential Wealth Management

    Tunbridge wells
    FCA verified
    I have been helping clients achieve their financial goals for over 15 years. I specialise in retirement planning, including Defined Benefit transfers and Drawdown. I hold the advanced retirement qualifications, ensuring the very best outcome and advice.
    279
    £100k+
    Can help with
    Pensions & retirement
  • Sterling & Law - Louise Fitzgerald

    Southborough
    FCA verified
    As a local, independent financial adviser in Kent & Sussex, I help individuals achieve their unique financial goals. My commitment is to provide unbiased, personalised advice that puts your needs first. Contact me today for a free consultation.
    10
    £50k+
    Can help with
    Pensions & retirement
  • Coloma Wealth Management LLP

    Tunbridge wells
    FCA verified
    Providing quality independent advice on an agreed fee basis to families, business owners and those approaching life's longest holiday.
    72
    £100k+
    Can help with
    Pensions & retirement
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  • Capital Gains Limited

    Tunbridge wells
    FCA verified
    Recently added
    £0+
    Can help with
    Pensions & retirement
  • Abacus Advice Ltd

    Tunbridge wells
    FCA verified
    Quality advice since 1989. Our reputation rests on how well we deliver for you, so that is our number one concern.
    64
    £100k+
    Can help with
    Pensions & retirement
  • One Financial Solutions

    Tunbridge wells
    FCA verified
    Daniel Karim *** Multi award winning Adviser and Practice *** 20 year plus love of listening to clients' financial aspirations/dreams, then making them a reality. Refreshingly different! PS Ask me about the "Mum Litmus Test"!
    188
    £50k+
    Can help with
    Pensions & retirement
  • Paul Chambers Cooper at Aitana Financial Services

    Southborough
    FCA verified
    We really pride ourselves on the quality of our advice, and it’s the reason we’ve grown through recommendations from happy clients.
    < 10
    £50k+
    Can help with
    Pensions & retirement
  • Douglas Steers & Company

    Tunbridge wells
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4693
    £50k+
    Can help with
    Pensions & retirement
  • Style Insurance & Mortgage Services Limited

    Tunbridge wells
    FCA verified
    We strive to offer a speedy, effective, and friendly service whether you're seeking a home loan, life coverage, retirement savings, investment opportunities, estate planning, or business protection strategies.
    213
    £100k+
    Can help with
    Pensions & retirement
  • Halcyon Wealth

    Tunbridge wells
    FCA verified
    A client focused, innovative Financial Advisory firm with offices in the City of London, Royal Tunbridge Wells and satellite locations throughout the UK.
    1138
    £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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