Top 20 Independent Financial Advisers in Dodcott Cum Wilkesley

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  • Tenet Financial Services Ltd

    Church crookham
    Based in Reading • Highly qualified - Chartered and Fellow of the Chartered Insurance Institute (CII) • Highly experienced - Working in Financial services & Wealth Management since 2006 • Independent - Advising on whole of market opportunities
    33
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Pudsey
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8914
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Warren Wealth Limited

    Solihull
    We focus on you, not your money. No two people are the same and have the same needs. We’ll spend time understanding your current financial problems and aspirations, then develop plans to solve the former and achieve the latter.
    34
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tilney

    Bournemouth
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Succession Wealth.

    Kilmarnock
    We work with people who are at various stages in their life; whether they are starting to accumulate their wealth, approaching retirement and concerned about what the future holds, past retirement and thinking about leaving a legacy for their loved ones or those who are in a transitional phase in their life such as post divorce or post inheritance. We also specialise in pension transfers and assessing final salary pension transfer values to provide clients with financial security throughout their retirement. Due to the impact of Covid-19 we also have contingency plans in place to continue assisting clients on a remote basis as and when required.
    19
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Philip Dragoumis at Continuum (Financial Services)

    Morden
    I help you visualize your financial future enabling you to make key decisions. Together we will build your financial plan, fund it and make sure you stick to it so that you can live the life that you want.
    139
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Northwich
    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 and Protection.
    1327
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Armstrong Watson Financial Planning & Wealth Management

    Dumfries
    We believe in working with our clients to provide them with proactive financial advice tailored to them.
    725
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LJ Financial Planning

    Burtonwood and westbrook
    I offer Independent Financial Planning advice and specialise in Investments, Pensions & Retirement Planning.
    < 10
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Concept Financial Solutions Ltd

    Nuthall
    Clear, Concise Advice with the best interests of you, the customer, at the core of our solutions and service proposition.
    97
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Advanced IFA

    Sunderland
    Friendly professional advisers providing Independent Financial Advice and a First Class Service in an easy to understand way.
    21
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Aries Wealth Management Limited

    Harrogate
    < 10
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Richmond House Wealth Management Limited

    Central milton keynes
    We are ethically-minded Financial Planners providing personalised financial planning and investment solutions to private individuals, business owners and trustees. COVID-19 Update: The UK Government has announced its plans to move from the ‘containment’ phase of the COVID-19 outbreak, to ‘delay’. Our intention throughout this period is to continue to provide an uninterrupted service to all our clients and new enquirers, whilst adhering to government guidelines. If we are successful in receiving your enquiry from Unbiased then one of our Financial Planners will be in contact with you. We have the facility to conduct telephone reviews, mobile video calls, or conference/video calls. So if you would prefer to avoid face to face contact we can discuss the alternatives. Every situation is different, and we will work to find the right solution for you. Whilst volatile markets can cause anxiety in terms of pensions and investments, it is important that you take advice on all decisions. Falls in the market can often be an opportune moment to invest, so if you have any questions, concerns or reservations, please do not hesitate to get in touch.
    111
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    London
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5221
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Beaumont Wealth

    Shrewsbury
    Here at Beaumont Wealth, our carefully selected team of male and female employed advisers offer independent expert financial advice with no hidden surprises. By offering professional advice from people who truly care, we have achieved an outstanding 97% client retention rate throughout the West Midlands, Cheshire and North Wales.
    71
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quantum Wealth Planning Ltd

    Tunbridge wells
    At QWP we appreciate everyone’s story is unique. A unique story deserves a unique service, one we’re proud to offer.
    15
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Oaktree Wealth Management

    Fair oak and horton heath
    Local, friendly and unbiased Independent Financial Planning service on all aspects of Pensions, Investments and Protection.
    30
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • MMG Financial Management

    Hackleton
    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+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Myers Financial Management

    Sheringham
    We pride ourselves on a personal and friendly, yet professional service.
    28
    £250k+
    10.0
    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

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.