Top 10 Independent (IFAs) & Restricted Financial Advisers in Asfordby
Find the best FCA regulated financial advisers in Asfordby. Get expert help near you with pensions, investments, retirement planning and more

We pride ourselves on working with you, our clients, throughout the entire process, to ensure everything goes as smoothly as possible.
We offer a full range of financial advice covering Mortgages, Equity Release, Protection, Pensions and Investments.
Clients
helped
helped
12
Minimum
wealth
wealth
£50k+
Meet the team
A
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Mortgages

I have been working in the wealth management industry since 2009, specialising in pension and wealth planning. Cross-border planning is also a specialism.
The advice I give is truly independent with no bias towards any particular investment manager.
Clients
helped
helped
163
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Expatriate finances

Buck Wealth Management Ltd - Independent Financial Advisers
Melton mowbray
Initial consultation free
FCA verified
Independent
Expert, affordable independent financial advice that's tailored to you.
Clients
helped
helped
193
Minimum
wealth
wealth
£100k+
Meet the team
J
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 2 more matches

Smith & Pinching Financial Services Ltd
Melton mowbray
Initial consultation free
FCA verified
Independent
Are you ready to take control of your financial future with confidence? As Chartered Financial Planners, we are dedicated to helping you achieve your goals with personalised, unbiased advice tailored specifically to your needs.
Clients
helped
helped
269
Minimum
wealth
wealth
£250k+
Meet the team
+17
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care

True Potential Wealth Management - Jason Lynch
Melton mowbray
Initial consultation free
FCA verified
Restricted
I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax palnning.
Clients
helped
helped
486
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings

Helen Durrant at True Potential Wealth Management Ltd
Melton mowbray
Initial consultation free
FCA verified
Restricted
Don’t wait until your dreams are out of reach.
Tell us your financial goals and we could help you achieve them.
Clients
helped
helped
16
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
Clients
helped
helped
193
Minimum
wealth
wealth
£250k+
Meet the team
+7
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings

For over 30 years we’ve supported people and businesses across the East Midlands, London and beyond with retirement planning, business protection, investments, tax planning and legacy advice, delivering clarity now and lasting confidence for the future.
Clients
helped
helped
Recently added
Minimum
wealth
wealth
£500k+
Meet the team
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care

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.
Clients
helped
helped
15109
Minimum
wealth
wealth
£0+
Meet the team
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care

For over 30 years we’ve supported people and businesses across the East Midlands, London and beyond with retirement planning, business protection, investments, tax planning and legacy advice, delivering clarity now and lasting confidence for the future.
Clients
helped
helped
Recently added
Minimum
wealth
wealth
£500k+
Meet the team
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Frequently Asked Questions about Financial Advisers in Asfordby