Top 10 Independent (IFAs) & Restricted Financial Advisers in Waltham On The Wolds And Thorpe Arnold

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  • Buck Wealth Management Ltd - Independent Financial Advisers

    Melton mowbray
    FCA verified
    Expert, affordable independent financial advice that's tailored to you.
    140
    £100k+
    Can help with
    Pensions & retirement

  • Gratitude Financial Planning

    Melton mowbray
    FCA verified
    Protect it. Grow it. Enjoy it. Helping you make the most of your money with friendly, honest financial planning and investment advice. Retirement Advice / Growing Wealth / Pension Advice / Inheritances / Tax Efficiency
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • Rothesay Bennett Financial Planning

    Broughton and old dalby
    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
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  • The Private Office

    Market overton
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    30561
    £100k+
    Can help with
    Pensions & retirement

  • Novitas Wealth Management Ltd

    Colsterworth
    FCA verified
    Independent financial advisers in East Bridgford, Nottingham; advising individuals and businesses with practical and relevant solutions to help them to meet their financial objectives.
    34
    £100k+
    Can help with
    Pensions & retirement

  • Tim Surguy - True Potential LLP

    Bottesford
    FCA verified
    During my 20 years as a Financial Adviser, I have built up an extensive knowledge in all areas of Financial Planning. I strive to achieve the best possible solution to meet my clients needs and objectives as they look to plan for the future.
    49
    £0+
    Can help with
    Pensions & retirement

  • Ingenious Financial Solutions

    Bottesford
    FCA verified
    We provide sound, financial solutions for our client's needs for today and for their future.
    326
    £50k+
    Can help with
    Pensions & retirement

  • Cooper Parry Wealth

    Oakham
    FCA verified
    We are multi award winning and one of the fastest growing financial planning firms in the UK. We build a genuine understanding of you and what you want to get from life.
    18
    £250k+
    Can help with
    Pensions & retirement

  • Intelligent Financial Advisory Ltd

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

  • Neil Dixon at True Potential Weath Management

    Oakham
    FCA verified
    A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
    139
    £150k+
    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.