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

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  • Tony Martin (Partner) @ True Potential Wealth Management LLP

    Hornchurch
    FCA verified
    I provide holistic financial planning advice covering Investments, Pensions & Protection using award winning technology and delivering world class service.
    33
    £100k+
    Can help with
    Pensions & retirement

  • Bainlye Drake Wealth

    Upminster
    FCA verified
    We believe that great conversations lead to great financial planning. Lifestyle financial planning underpins the expert independent financial advice we offer our clients. Our intelligent planning makes sure you have a sustainable future.
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • Advanta Wealth

    Upminster
    FCA verified
    Advanta Wealth builds tailored solutions which look to maximise returns and manage volatility in line with specific objectives and appetite for risk.
    108
    £100k+
    Can help with
    Pensions & retirement
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  • SFL Wealth Management

    Upminster
    FCA verified
    Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
    503
    £50k+
    Can help with
    Pensions & retirement

  • Advanta Wealth

    Hornchurch
    FCA verified
    Advanta Wealth builds tailored solutions which look to maximise returns and manage volatility in line with specific objectives and appetite for risk.
    108
    £100k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Upminster
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4586
    £50k+
    Can help with
    Pensions & retirement

  • Coloma Wealth Management LLP

    Upminster
    FCA verified
    You have worked hard for what you have. I'm here to make sure what you have is protected and grows
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Watson Moore IFA

    Upminster
    FCA verified
    < 10
    £0+
    Can help with
    Financial planning

  • Austin Chapel Independent Financial Advisers LLP

    Upminster
    FCA verified
    Established since 1999, with over £50 million funds under management. Directly Authorised, Whole of Market Independent Advice.
    557
    £0+
    Can help with
    Pensions & retirement

  • Walford and Phelps

    Hornchurch
    FCA verified
    Family run firm of Independent Financial Advisers and Insurance Brokers that has been established for over 65 years.
    < 10
    £0+
    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.