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

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.

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.

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.

Jas Dhillon is an experienced Financial Adviser with 23 years in the financial industry and a Diploma in Financial Planning.

Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.

My approach to financial advice is very clear-cut, yet effective. I look for long-term relationships which are built on mutual respect and trust. Every client is unique, and so the approach is entirely personal

With years of experience in the financial industry, I have developed a deep understanding of the challenges and opportunities that individuals and families face when it comes to managing their wealth.

We're here to help you with pension, investment, tax and estate planning advice. We provide a completely holistic advice service, and can give you a completely free consultation to see how we can help! We look forward to meeting you.

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

Independent financial advice focused on pensions, retirement planning and investments. I help clients understand their options clearly and build a plan for long-term financial security.