Top 10 Independent (IFAs) & Restricted Financial Advisers in Walton On The Wolds

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  • First Service Financial

    Quorndon
    FCA verified
    At First Service Financial we pride ourselves in giving practical advice and recommendations to help you achieve financial freedom, with a first-class service.
    43
    £50k+
    Can help with
    Pensions & retirement

  • Perrett & Co Financial Services Ltd

    Loughborough
    FCA verified
    WE ARE OPEN AS USUAL VIA CALL /VIDEO CONFERENCING/SCREEN SHARING DURING THE COVID19 CRISIS. Leading firm of independent financial advisers in the East Midlands, offering a high-quality and competitive service to individuals and businesses.
    22
    £0+
    Can help with
    Financial planning

  • Andrew Carley - True Potential Wealth Management LLP

    Loughborough
    FCA verified
    True Potential provides experienced advice bespoke to each individual client or company. Recognising that everyone’s personal situations are unique, we will take the time to get to know you, what’s important and work with you every step of the way.
    103
    £100k+
    Can help with
    Pensions & retirement
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  • Rowley Turton (Ifa) Ltd

    Loughborough
    FCA verified
    We’re a multi-award-winning, Chartered firm of Financial Planners who have been helping clients to achieve financial peace of mind for over 25 years. We're located in Leicester but serve clients throughout the UK.
    68
    £100k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Loughborough
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11731
    £0+
    Can help with
    Pensions & retirement

  • Intelligent Financial Advisory Ltd

    Loughborough
    FCA verified
    Creating, managing and protecting your wealth the intelligent way
    884
    £50k+
    Can help with
    Pensions & retirement

  • Thomas James Williams - Forth Capital

    Loughborough
    FCA verified
    Head quartered in the UK (and with offices in Switzerland, Australia, the USA, Hong Kong and Ireland), we've been helping clients achieve their financial goals for nearly 20 years, since the inception of the company in 2004.
    71
    £150k+
    Can help with
    Pensions & retirement

  • Willday Wealth Management

    Rothley
    FCA verified
    We offer and personal face to face service. We get to your situation and then tailor our approach around you. We have your best financial interests at the heart of everything we do.
    64
    £50k+
    Can help with
    Pensions & retirement

  • Rothesay Bennett Financial Planning

    Loughborough
    FCA verified
    We are an independent financial planning firm that delivers unbiased & tailored advice to our clients across England & Scotland. Our primary aim is to enable our clients the peace of mind and confidence to make financial decisions without reservation.
    240
    £100k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Syston
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11731
    £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.