Top 10 Independent (IFAs) & Restricted Financial Advisers in Halton Holegate

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  • F H Manning Financial Services Limited

    Horncastle
    FCA verified
    We listen, you prosper. Office in Horncastle, Lincolnshire. Advising local people since 1975.
    111
    £100k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Tattershall
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    7232
    £50k+
    Can help with
    Pensions & retirement

  • Alan Curtis, Wealth Management Partner at True Potential LLP

    Woodhall spa
    FCA verified
    Trusted, experienced, friendly & jargon-free! Pension Transfer Specialist (including Final Salary schemes). VouchedFor Top Rated Adviser 2023. Enjoy financial clarity, retire with confidence, save time and pay less tax. Face-to-face and online meetings.
    107
    £100k+
    Can help with
    Pensions & retirement
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  • Douglas Steers & Company

    Blankney
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    7232
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Louth
    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.
    31863
    £100k+
    Can help with
    Pensions & retirement

  • Almond Financial Ltd

    Louth
    FCA verified
    A fresh approach to effective financial planning. Committed to Clarity. No confusion, zero gobbledygook.
    577
    £100k+
    Can help with
    Pensions & retirement

  • Alan Curtis, Wealth Management Partner at True Potential LLP

    Louth
    FCA verified
    Trusted, experienced, friendly, relaxed, ace explainer. Chartered status. VouchedFor Top Rated Adviser. Pension Transfer Specialist inc. Final Salary. Face-to-face/online meetings. Enjoy financial clarity, retire with confidence, save time, pay less tax.
    107
    £100k+
    Can help with
    Pensions & retirement

  • Money Minder Financial Services (UK) Limited

    Ruskington
    FCA verified
    We help you to look after your money by providing you with the knowledge you need to enhance your wealth.
    12
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Sleaford
    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.
    31863
    £100k+
    Can help with
    Pensions & retirement

  • M&G Wealth Advice

    Holbeach
    FCA verified
    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.
    366
    £100k+
    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.