Top 20 Independent Financial Advisers in Woolsington

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  • Adam McCarthy at True Potential Wealth Management

    Tewkesbury
    I put my clients interests and financial goals absolutely at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    104
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Taylor James Financial Services

    London
    Bespoke personalised financial advice, from experienced, professional and friendly advisers with appointments carried out at a time to suit you.
    178
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Old Royle Wealth Management Ltd

    Thornaby
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.
    870
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Saredon
    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*
    538
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wealthmasters Financial Management Ltd

    Coychurch lower
    Tony Thomas is a Chartered Financial Planner and part of a team of professional Independent Financial Advisers specialising in Pensions and Retirement & Investments and Wealth Management. We are holders the Gold Standard Pension Transfer Award by the Personal Finance Society. The team has 100+ combined years of expertise in managing people’s Retirement and Wealth Management Needs
    92
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Roxborough Wealth Management & Mortgages

    Slough
    We care and always go the extra mile. Our clients feel they are part of the Roxborough family. Our service is totally bespoke.
    40
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Sheriffhales
    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*
    538
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Stafford Wealth Management

    Hertford
    Personal financial planning and Investment services for trustees, private individuals and their attorneys.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Scott Hanley at True Potential Wealth Management LLP

    Milton keynes
    Your financial interests, goals and aspirations are of paramount importance and are at the heart of any advice I give. I have a wealth of experience and can assist you with Pensions, including Defined Benefit transfers and Investment Wealth Management.
    160
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Birmingham
    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*
    538
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Efficient Portfolio Wealth Management Ltd

    Oakham
    Our chartered firm believes in helping people to clarify and realise their dreams and goals through their financial planning.
    83
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Pettecrew Financial Planning (Hale Office)

    Altrincham
    Independent impartial advice to help you to secure your financial future.
    20
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • ClearPlan Financial Services Ltd

    Crewe
    ClearPlan provides tailored Independent Chartered Financial Planning solutions. We guide our clients to achieve financial security through informed decision making.
    53
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Brendan Sheehan at Continuum Financial Services (605306)

    Sidcup
    I am a Chartered Independent Financial Adviser with over 20 years experience, offering modern thinking, traditional values & transparent advice.
    84
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Whateley Wealth Management Ltd

    Birmingham
    We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Dentons Wealth

    Godalming
    We pride ourselves in excelling in customer service and through building trust and long term successful relationships with our clients
    14
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Leicester
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5206
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Heslington
    AFH Wealth Management Ltd provides bespoke planning and financial advisory services to individuals and corporate clients.
    11
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    St albans
    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.
    11769
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 2plan Wealth Management Limited

    Loughton
    Chartered Financial Planner offering independent financial advice to individuals, business owners and families to help optimise your financial decisions and manage your wealth.
    < 10
    £50k+
    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.