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

Find the best FCA regulated financial advisers in Southborough. Get expert help near you with pensions, investments, retirement planning and more
Southborough, Tunbridge Wells, Kent
Beaufort Financial (Westerham)

Beaufort Financial (Westerham)

Southborough
FCA verified
Helping you to achieve your financial objectives
Clients
helped
304
Minimum
wealth
£0+
Can help with
Pensions & retirement
Saltus Partners LLP

Saltus Partners LLP

Southborough
FCA verified
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
981
Minimum
wealth
£250k+
Can help with
Pensions & retirement
2 Plan Wealth Management Ltd

2 Plan Wealth Management Ltd

Tunbridge wells
FCA verified
Every client is unique, and so the approach is entirely personal; the aim is to get to know each individual and understand what’s important to them.
Clients
helped
102
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Patrick Wayne Wealth Management Limited

Patrick Wayne Wealth Management Limited

Tunbridge wells
FCA verified
Professional, FCA-authorised financial advice tailored to your life goals. Transparent, experienced & client-focused. Book a free initial call today—we’re here to help you make confident decisions about your future.
Clients
helped
33
Minimum
wealth
£0+
Can help with
Pensions & retirement
Ashmax Associates

Ashmax Associates

Tunbridge wells
FCA verified
Live For Today Plan For Tomorrow As Independent Financial Advisers we have access to all the market has to offer. This allows us to provide you with a bespoke service that is tailored to suit your personal goals and ambitions.
Clients
helped
143
Minimum
wealth
£0+
Can help with
Pensions & retirement
The Private Office

The Private Office

Tunbridge wells
FCA verified
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
38294
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Nathan Emslie M&G

Nathan Emslie M&G

Tunbridge wells
FCA verified
As a restricted holistic financial adviser, I simplify pensions, investments, protection & estate planning. Clear, jargon‑free advice tailored to your goals, so you can make confident decisions and secure the future you want.
Clients
helped
11
Minimum
wealth
£0+
Can help with
Pensions & retirement
Fingerprint Financial Planning

Fingerprint Financial Planning

Tunbridge wells
FCA verified
Award winning Independent Financial Planners & Mortgage Advisers helping families, individuals and business owners with all your financial advice needs. Our service is as unique as you are. We offer face to face meetings, video calls or by telephone.
Clients
helped
1134
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Equillium Wealth Management

Equillium Wealth Management

Tunbridge wells
FCA verified
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
76
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Alexander James Financial planning: Tom James

Alexander James Financial planning: Tom James

Tunbridge wells
FCA verified
Simple yet professional advice from a local IFA, all face to face meetings in your own home at no cost
Clients
helped
319
Minimum
wealth
£0+
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.