Top 20 Independent Financial Advisers in Stocktonontees

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  • Cormac O'Toole FPFS, LLB

    Belfast
    Cormac O'Toole - True Potential Wealth Manager I have 26 years industry experience including 23 years as an adviser. I am a Chartered Financial Planner and a Fellow of the Personal Finance Society.
    142
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • ClearPlan Financial Services Ltd

    Nantwich
    ClearPlan provides tailored Independent Chartered Financial Planning solutions. We guide our clients to achieve financial security through informed decision making.
    62
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Resolve Financial Solutions

    Weybridge
    Our aim is simple, yet incredibly effective: helping you to gain your financial wellbeing. We want to help you reconnect with your finances whilst providing the best possible customer service and making clients feel proud that they are making a difference. We are here to demystify finances: no suits, no jargon, no corporate-speak, no hard sell, no hidden fees. As a client you should feel listened to, respected, understood and above all sleep well at night having the confidence that your money is in the right place.
    116
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Derby
    We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
    1335
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Woking
    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.
    11952
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Basingstoke
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8988
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ian Bagshaw - Fairstone Financial Management

    Gainsborough
    Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.
    New adviser
    £20k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ginkgo Financial

    London
    Intelligent advice. Plain speaking. Excellent service. These 3 principles underpin everything we do, from managing your wealth, arranging protection and mortgages, or advising on complex areas like pensions and equity release.
    23
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Andrew Kennedy @ Fairstone Financial Management

    Olney
    I provide impartial, unbiased and tailored objective financial advice to individuals, families and small companies. I focus on cost and tax efficient investment planning with a view to protecting and enhancing clients' wealth.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Matthew Sulley @ True Potential Wealth Management

    Cyncoed
    Its about working together so that you feel better informed, confident and empowered for your financial future.
    55
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Tony Whelan -True Potential Wealth Management

    Enfield
    I offer holistic or focused financial planning advice. Giving clients value for money with full transparency and full ongoing service
    28
    £100k+
    9.3
    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.
    11952
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • CJP Financial Planning Limited

    Walsall
    Professional & Experienced Advice call CJP Financial Planning. First meeting provided our cost.
    19
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Great mongeham
    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.
    11952
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carterdawes IFA Solutions Ltd

    Exmouth
    167
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • TM Asset Management

    Newtown linford
    We are an Independent Chartered Financial Planning firm based in Leicester. We offer face to face meetings, online and telephone advice in response to Covid-19
    53
    £20k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Solihull
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5250
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tilney

    Newcastle upon tyne
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Chippenham
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5250
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • MMG Financial Management

    Daventry
    For many, having a personalised financial plan is the first step on the journey towards financial freedom. From retirement planning to structuring your finances for the benefit of all your family, we can help you unlock your wealth's full potential.
    New adviser
    £50k+
    9.6
    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.