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Top 20 Independent Financial Advisers in Upminster

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  • Plutus Wealth Management LLP

    London
    Plutus is an award winning IFA firm providing independent advice, mortgage advice and wealth management for any individual.
    29
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Armstrong Wealth Ltd.

    London
    Welcome to Armstrong Wealth. Great service and excellent value advice for Pensions, saving & Investments, Life & Health insurance. In person, by phone or online. Get in touch today and get your financial plans on track.
    30
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Quilter Financial Advisers

    London
    Financial Advice that is tailored to you. Based on considerable experience in the financial sector. My aim always to help a businesses or individual to take a holistic view of their financial position and help them achieve their objectives.
    < 10
    £20k+
    7.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • P and B Wealth

    London
    I started offering advice to private clients over thirty years ago and seek to provide holistic financial planning, wealth management and estate planning services on an independent, whole of market basis.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Leadenhall Wealth Management

    London
    We serve one purpose: to help you make the most of your money.
    38
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • The Private Office

    London
    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.
    21
    £100k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Humboldt Financial

    Bix and assendon
    Integrity. Excellence. Ownership.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Kingsmarque Wealth Management

    Harrow
    We help to create sound and comprehensive financial plans so that you can live out the retirement of your dreams
    118
    £20k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Somerville Financial Services Ltd

    London
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Cragside Financial Solutions

    Woking
    Financial advice should not be viewed as being a one-off transaction. The journey of life is often dynamic and financial planning should accommodate that. At Cragside, we tailor our advice to meet your individual requirements in a jargon free way.
    34
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Ruth Whitehead Associates

    London
    Multi-award winning independent financial advisers based in Stoke Newington London N16. A small company with a national profile.
    178
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Abacus Associates Financial Services Limited

    London
    Honest, respectful, experienced and proactive to put in place strategies enabling you to achieve your financial goals. Pensions, Investments, Business and Individual Protection. Office 16 Berkeley Street, Mayfair. <url hidden>
    128
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Pyrford Financial Planning

    Surbiton
    If you are planning for, at, or in early retirement, we help people just like you identify, achieve and maintain their desired lifestyles without fear of running out of money.
    34
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Leadenhall Wealth Management

    Canterbury
    We serve one purpose; to help you make the most of your money.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Ginkgo Financial

    London
    Intelligent advice. Plain speaking. Excellent service. The three guiding principles of Ginkgo. We make sure our clients get professional planning based on a detailed knowledge of their personal and business situations – not just at the start of our relationship with them, but throughout its lifetime. And because life is full of twists and turns, we design all our plans to be flexible: we will review your plan regularly and make sure it always keeps pace with your circumstances and goals.
    13
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Radcliffe & Newlands Ltd

    London
    Helping you to reduce tax, grow your money and provide certainty in retirement and long term care
    32
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Halcyon Wealth

    London
    A client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells
    12
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Wingate Financial Planning

    Whyteleafe
    We specialise in helping individuals and families with their retirement plans. We have been in Caterham since 2002, and, due to Coronavirus, can offer meetings in our newly-refurbished offices, online or telephone to suit.
    75
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Halcyon Wealth

    London
    A client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • The Private Office

    Caterham on the hill
    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.
    26
    £100k+
    9.7
    Can help with Advice areas
    & specialisation
    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.