Top 10 Independent (IFAs) & Restricted Financial Advisers in Middlesbrough
K & S Financial Management Ltd
Nunthorpe FCA verifiedWe share an ethos of treating customers fairly and of considering each individual client’s needs on a personal basis.Clients< 10
helpedMinimum£0+
wealthPensions & retirementAyton-Law Financial Services
Middlesbrough FCA verifiedOur appropriately qualified advisers between them have over 80 years experience in the Financial Services Industry.Clients< 10
helpedMinimum£0+
wealthBusiness- I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax planning.Clients259
helpedMinimum£100k+
wealthPensions & retirementNot sure which adviser to pick?Answer a few questions to help us find you the perfect match. - 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 profileClients1568
helpedMinimum£50k+
wealthPensions & retirement - With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with himClients474
helpedMinimum£100k+
wealthPensions & retirement Kevin Shevels Independent Financial Services
Nunthorpe FCA verifiedClients< 10
helpedMinimum£0+
wealthSavings- 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 profileClients1568
helpedMinimum£50k+
wealthPensions & retirement Robert Carlton Independent Financial Advisers
Middlesbrough FCA verifiedClients< 10
helpedMinimum£0+
wealthPensions & retirementC & M Life & Pensions Ltd
Middlesbrough FCA verifiedDiploma qualified advisers with in excess of 25 years experience as Independant Financial Advisers, offering personal service and adviceClients< 10
helpedMinimum£0+
wealthPensions & 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.