Top 20 Independent Financial Advisers in Berwickupontweed

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  • Capital Asset Management

    London
    Chartered Financial Planning Firm of the Year 2017/18. The UK's leading firm of flat-fee advisers.
    23
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Saulsbury Independent Financial Planning Ltd

    Perranzabuloe
    At Saulsbury Independent, we are committed to delivering better value and choice for our clients. For more than 10 years, James has been helping individuals, families and businesses reach their financial goals. For us, planning for the financial future is more than just looking at numbers; it’s the people and aspirations behind the figures that matter the most. Recognising that everyone’s personal situations are unique, we will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running and protecting a prosperous business or leaving a legacy to your loved ones or a cherished cause, we can work with you every step of the way. Managing your wealth can be complex and time-consuming. We can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning. We thrive on being able to translate the often complex nature of financial planning terminology into an easy to understand language for our clients.
    19
    £50k+
    9.0
    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.
    108
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Park Hall Financial Services

    Mansfield
    With a combined experience in excess of 100 years. We can help with all pensions, investments, mortgages and insurance requirements.
    89
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Prosperity Wealth Ltd

    Brierley hill
    We provide impartial financial planning advice. We specialise in, pensions, retirement, protection, investments, mortgages. Call <phone number hidden>
    113
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Financial Advisers

    Salisbury
    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.
    11
    £20k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours & Partners

    Stourbridge
    41
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • HFS Milbourne Financial Services Ltd

    Guildford
    You will find us efficient & dynamic in our approach. Investors in People Gold.
    108
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • D O'Kane Financial Services Limited

    Great yarmouth
    We make sure we take the time to understand your needs, goals and preferences before we make any recommendations
    17
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Darrel Smethurst

    Bolton
    Come and find out what great advice and customer service feels like. Initial consultation at my own cost.
    32
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Prosperity Financial Advisors and Stockbrokers Limited

    Fareham
    "I can't predict the future... but I can prepare for it"
    182
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fiducia Wealth Management Limited

    West bergholt
    We are Essex's leading multi-award-winning firm of Chartered Financial Advisers.
    72
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Unity Wealth Management

    Southampton
    We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
    15
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Dales Independent Financial Advisors

    Newark
    Local Independent Financial Advice, Experts in Investment, Pension & Retirement Options, Flexi Access Pensions, Life cover & mortgages
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Pension Advice Specialists

    Sale
    New adviser
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Perfect Protect Ltd

    London
    46
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • True Potential Wealth Management

    Tickhill
    Top Rated in The Sunday Times 2019, 2020 and 2021. Professional, face to face advice, delivered in a down to earth and easy to understand way. Over 20 years experience advising individual and corporate clients on managing their wealth.
    10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Furnival Evans Ltd

    Kidderminster
    Johanne and Julian offer professional financial advice, helping you to secure you and your families future.
    10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • City Gate Aberdeen Limited

    Aberdeen
    Coronavirus (COVID-19) With regards to the rapidly changing situation with Coronavirus, we have decided to take a number of actions to protect our clients, staff members and their wider families. WE ARE NOW OPEN FOR FACE TO FACE BUSINESS WITH THE FOLLOWING RESTRICTIONS IN PLACE: A maximum of 2 people can attend appointments, as this will allow us to maintain the 2 metre social distancing rules at all times. If you have children, we request that you do not bring them to the office at this time. You will be unable to use our toilet facilities. You will be asked to use our hand sanitiser on entering the office and when leaving. Please observe and follow the signs on the floor. As we are restricting the number of people in the office, you may be asked to wait outside (or in your car) until the previous clients have left. If you are feeling unwell prior to your appointment, please do not attend but give us a call to either rearrange or convert to a telephone appointment. If you appear to be unwell or are coughing, we will politely ask you to leave and either arrange a phone appointment or rearrange for a later date. The office will be fully cleaned between appointments. We thank you for your understanding during these strange times, but if you have any concerns, please don't hesitate to contact us.
    38
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Grainger Jones - Meriden Financial Planning

    Cleobury mortimer
    My goal is to make complicated financial planning matters easy to understand and to assist my clients in achieving their goals.
    New adviser
    £100k+
    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.