Top 10 Independent (IFAs) & Restricted Financial Advisers in Bournmoor

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  • Richardson & Associates Independent Financial & Mortgage Services Limited

    Bournmoor
    FCA verified
    Helping my clients make sense of pensions and investments, in a professional, friendly manner.
    40
    £50k+
    Can help with
    Pensions & retirement

  • Richardson & Associates

    Bournmoor
    FCA verified
    As independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs.
    < 10
    £100k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Houghton le spring
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    1567
    £50k+
    Can help with
    Pensions & retirement
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  • Continuum (Financial Planning) LLP

    Washington
    FCA verified
    I am focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but I aim to make this process clearer and less complicated.
    36
    £50k+
    Can help with
    Pensions & retirement

  • R Blakey - True Potential Wealth Management

    Houghton le spring
    FCA verified
    We are Reece and Ray Blakey, a father and son team based near Houghton Le Spring. As the older model, I have over thirty years in financial services giving advice on not only pensions, but investments, mortgages and protection too.
    121
    £0+
    Can help with
    Pensions & retirement

  • Positive Solutions Financial Services Ltd (Washington)

    Washington
    FCA verified
    < 10
    £0+
    Can help with
    Savings

  • Headway Wealth UK Ltd

    Washington
    FCA verified
    I’m Managing Director of Headway Wealth, a financial planning and wealth management company We help UK residents and British Expats in planning for retirement, mitigating IHT and reducing their income tax liabilities for high earners
    19
    £100k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Chester le street
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10322
    £0+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Washington
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    1567
    £50k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Washington
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    4885
    £50k+
    Can help with
    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.