Top 20 Independent Financial Advisers in Cleatlam

I'm looking for
I need advice on
Income/Asset value
Find adviser near postcode/city
I prefer to be advised
  • Shane Wheeler - True Potential Wealth Management

    Orpington
    13
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Much wenlock
    We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety. Please email us should you require financial advice. Our specialisations lie within constructing tax efficient investment portfolios and retirement planning, be it 'saving for' or 'at retirement' solutions*
    539
    £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.
    10979
    £100k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Essex Financial Planners UK Ltd

    Great notley
    We offer a no obligation meeting to discuss your situations and perspective. Confidentiality is the cornerstone of our business.
    38
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Review Business

    Derby
    The global markets are changing and so are the way we do things, that's why we are here to help you make the most out of your finances
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Financial Advisers

    South wootton
    32
    £100k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Pension Planner

    Solihull
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Sutton Coldfield, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    3593
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Pensionexpert4u Limited

    Rickmansworth
    Let us sort out your financial problems. Home visits available weekends/evenings. Free initial meeting. Pension Transfer Specialists.
    176
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Liverpool
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8908
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fixmypension.Com

    London
    Pensions specialists with 40 years’ experience, no enquiry too big or too small. All types of pension queries considered
    2298
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

    All you need to
    know about
    finding advice

    How to understand your own advice needs and when it’s time to ask an adviser.
    The different ways you can use Unbiased to identify the ideal adviser for you.
  • Greg Charlton - True Potential Wealth Management

    Winchester
    I have over 15 years experience within the financial services industry, putting my clients ambitions and needs at the core of my advice. If you want clear, concise, straight-forward financial expertise and a guiding hand, please do get in touch.
    74
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Old Royle Wealth Management Ltd

    Manchester
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.
    872
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Strabens Hall

    London
    Strabens Hall are experts in financial planning, pensions, wealth structuring and investment advice.
    38
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Wolvey
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8908
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kevin Robins - True Potential Wealth Management

    Earley
    Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
    111
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Collaborative Wealth.

    Nottingham
    16 years of experience enable me to offer open and honest independent financial advice with the customer at the heart of everything that I do.
    27
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Advance Wealth Ltd

    London
    Highly-experienced and personable financial planner, providing quality independent financial solutions for my clients.
    249
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carrick Global Wealth Ltd

    Bisley
    We offer Independent Financial Advice and offer every client a bespoke solution to their needs. All 1st consultations are free so there is nothing to lose and everything to gain.
    429
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Pembroke Financial Services Ltd

    Shoreham by sea
    "The single biggest difference between financial success and financial failure is how well you manage your money" Let's talk
    175
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Samuel Hull-Saldanha - True Potential Wealth Management

    Widnes
    I offer advice covering all your options pre and post Retirement including, Pension Consolidation, Flexible Drawdown, and Defined benefits transfers. I offer a full financial planning service incorporating Tax Planning, Investments, and Protection.
    62
    £0+
    7.0
    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.