Top 20 Independent Financial Advisers in Wallington Demesne

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  • Kevin Robins - True Potential Wealth Management

    Chelmsford
    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.
    112
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AHR Private Clients

    London
    AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
    15
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Gloucester
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8926
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Leaf Financial Advisers Ltd.

    Bristol
    Our clients like us for our friendly personable service, quick response to any query and financial advice explained in plain English. We see clients in the comfort of their own home or over video chat. We are Independent and Whole of Market advisers.
    New adviser
    £0+
    8.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Cleobury north
    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*
    544
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • W T Independent Financial Planning

    Truro
    As an Independent Financial Adviser, Sarah brings a wealth of experience and knowledge placing clients interest first, which provides great satisfaction in achieving client’s immediate and longer term goals.
    21
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Skybound Wealth Managment

    Ecclesfield
    Skybound has years of experience in assisting clients across a whole range of financial services within the UK regulated environment. Specialised in assisting individuals who are moving or returning to the UK we manage all areas of Financial Planning.
    New adviser
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Manchester
    We're experts, we care, we're here so you can protect the life you love.
    150
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • 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.
    241
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Abacus Associates Financial Services Limited

    Middlesbrough
    Providing solutions to your financial needs in Workplace & Private Pensions, Savings, Investments, Protection and Estate Planning.
    25
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • George Travis Ltd

    Mollington
    Chartered Financial Planner - Professional, experienced and qualified. Fully independent. Reliable, approachable and adaptable to your needs. Personal contact point.
    16
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wren Sterling

    Stockport
    We're an Independent Financial Adviser, working with private individuals and corporate clients.
    530
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd

    Maidenhead
    Providing experienced financial advice remotely - when it comes to pensions, investments, protection and retirement planning, we aim to give honest and robust advice. We take responsibility over future years to ensure our advice is right for you and your family
    144
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Synthesis Wealth Management

    Malmesbury
    Our purpose is to help clients make intelligent money choices. We're independent and all our initial discovery meetings and analysis are without charge.
    124
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd

    Cookstown
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    201
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Nottingham
    We're experts, we care, we're here so you can protect the life you love.
    150
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Fairstone Financial Management Ltd

    Dunfermline
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5229
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Acumen Independent Financial Planning Ltd

    Llansamlet
    We pride ourselves on offering a friendly professional service to new and existing clients. .
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Martin Amer - True Potential Wealth Management

    Cranfield
    My clients benefit from expert, quality, value for money advice, together with access to True Potential’s award winning technology and market leading investment strategies.
    55
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Donna Smyth DIP PFS

    Carrickfergus
    True Potential Wealth Management. I have 23 years industry experience including 19 years as an financial adviser.
    82
    £100k+
    9.0
    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.

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