Top 20 Independent Financial Advisers in Egerton

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    How it
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    1

    Tell us what you’re looking for
    and then choose from a list of
    suitable advisers.

    2

    Have a free first meeting with the adviser
    to make certain of your choice.

    3

    Discuss the adviser’s services and
    fees before deciding whether to hire them.

    • Intelligent Financial Advisory Ltd Intelligent Financial Advisory Ltd

      Great glen

      Creating, managing and protecting your wealth the intelligent way

      Creating, managing and protecting your wealth the intelligent way
      < 10
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Fairstone Financial Management Ltd Fairstone Financial Management Ltd

      Kibworth harcourt

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
      14
      £0+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      14
      £0+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Albany Finance Albany Finance

      Sidcup

      At Albany Finance we are always happy to speak to you with regards to your needs. We are a whole of market company and are truly Independent, and strive to get the best for our clients. We can meet you in your home or workplace at a time that suits or with some areas of advice we can work for you via phone and internet. we look forward to working with you.

      At Albany Finance we are always happy to speak to you with regards to your needs. We are a whole of market company and are truly Independent, and strive to get the best for our clients. We can meet you in your home or workplace at a time that suits or with some areas of advice we can work for you via phone and internet. we look forward to working with you.
      44
      £100k+
      9.6
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      44
      £100k+
      9.6
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office The Private Office

      Chelmsford

      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.

      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.
      23
      £100k+
      10.0
      Meet the team
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      23
      £100k+
      10.0
      Meet the team
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Stratton Wealth Management Stratton Wealth Management

      Salford

      We’re Independent Financial Advisers helping professionals, business owners and those planning for retirement across Manchester and beyond.

      We’re Independent Financial Advisers helping professionals, business owners and those planning for retirement across Manchester and beyond.
      < 10
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Holden & Partners LLP Holden & Partners LLP

      Barnet

      An independent, Chartered Financial Planner providing advice to families building their wealth, people approaching, or in retirement, and ethically-minded investors.

      An independent, Chartered Financial Planner providing advice to families building their wealth, people approaching, or in retirement, and ethically-minded investors.
      43
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      43
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Sterling Welsh Sterling Welsh

      Cowbridge and llanblethian

      If you find personal finances difficult to understand or just don't have the time I'd love to help you. There are no pin-striped suits here, and nobody's called Tarquin. We don't like stuffy financial advisers either! I will explain everything in plain English, which means that you can make the right decisions about your finances and your future. I have been listed in the "Sunday Times Top Rated IFA" list for two-years' running. So, you can be assured that you will be looked after. If you are worried about your investment as a result of the recent down-turn and would like a free review of that investment, let me have a look at it for you. I can do a video meeting so you don't need to come into the office.

      If you find personal finances difficult to understand or just don't have the time I'd love to help you. There are no pin-striped suits here, and nobody's called Tarquin. We don't like stuffy financial advisers either! I will explain everything in plain English, which means that you can make the right decisions about your finances and your future. I have been listed in the "Sunday Times Top Rated IFA" list for two-years' running. So, you can be assured that you will be looked after. If you are worried about your investment as a result of the recent down-turn and would like a free review of that investment, let me have a look at it for you. I can do a video meeting so you don't need to come into the office.
      29
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      29
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Farsight Financial Ltd Farsight Financial Ltd

      Rochdale

      We take pride in helping people achieve the life they want!

      We take pride in helping people achieve the life they want!
      37
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      37
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Moore Kingston Smith Financial Advisers Ltd Moore Kingston Smith Financial Advisers Ltd

      St albans

      We are committed to helping our clients achieve their financial goals by providing advice on investments, pensions and protection.

      We are committed to helping our clients achieve their financial goals by providing advice on investments, pensions and protection.
      30
      £100k+
      7.0
      Meet the team
      R
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      30
      £100k+
      7.0
      Meet the team
      R
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Quilter Financial Advisers Limited Quilter Financial Advisers Limited

      Poole

      Quilter Financial Advisers is a UK advisory business devoted to helping individuals with their financial planning.

      Quilter Financial Advisers is a UK advisory business devoted to helping individuals with their financial planning.
      17
      £50k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      17
      £50k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

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    • Fairstone Financial Management Ltd Fairstone Financial Management Ltd

      Belsay

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
      12
      £0+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      12
      £0+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Robert Nicholas Financial Advisers Ltd Robert Nicholas Financial Advisers Ltd

      Newport

      We aim to deliver quality independent financial advice in a professional, personal and friendly way

      We aim to deliver quality independent financial advice in a professional, personal and friendly way
      18
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      18
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Old Royle Wealth Management Ltd Old Royle Wealth Management Ltd

      Manchester

      Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.

      Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.
      33
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      33
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • John Wright at True Potential LLP John Wright at True Potential LLP

      Plymouth

      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 him

      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 him
      17
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      17
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Sandringham Financial Partners Sandringham Financial Partners

      Gravesend

      Your money is precious, so let us help you make the most of it.

      Your money is precious, so let us help you make the most of it.
      New adviser
      £50k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      New adviser
      £50k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Barnaby Cecil Financial Planning Limited Barnaby Cecil Financial Planning Limited

      London

      We provide an exceptional financial planning service to a small group of UK families. We focus on three types of clients - doctors, digital and creatives. Using the award-winning WealthMap® service, we provide superior client outcomes.

      We provide an exceptional financial planning service to a small group of UK families. We focus on three types of clients - doctors, digital and creatives. Using the award-winning WealthMap® service, we provide superior client outcomes.
      27
      £250k+
      9.4
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      27
      £250k+
      9.4
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • HMC Holistic Ltd HMC Holistic Ltd

      Bridgend

      HMC Holistic Ltd put its clients needs at the heart of everything we do.

      HMC Holistic Ltd put its clients needs at the heart of everything we do.
      33
      £50k+
      9.5
      Meet the team
      R
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      33
      £50k+
      9.5
      Meet the team
      R
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • KW Wealth Planning Ltd KW Wealth Planning Ltd

      Beverley

      We look after a diverse range of clients including private individuals, trusts, charities and corporates. We also work with some of the UK’s largest universities and institutions. Our goal is to build enduring relationships to realise the best financial outcomes for our clients and their families.

      We look after a diverse range of clients including private individuals, trusts, charities and corporates. We also work with some of the UK’s largest universities and institutions. Our goal is to build enduring relationships to realise the best financial outcomes for our clients and their families.
      < 10
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      < 10
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Aventur Wealth Aventur Wealth

      Leighton linslade

      A boutique wealth management company where the client is our sole focus. By building long term relationships we ensure their financial aspirations are met efficiently by providing professional, high quality and above all, trusted advice.

      A boutique wealth management company where the client is our sole focus. By building long term relationships we ensure their financial aspirations are met efficiently by providing professional, high quality and above all, trusted advice.
      31
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      31
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Aventur Wealth Aventur Wealth

      Marlesford

      Providing Independent Financial Advice for over 25 years

      Providing Independent Financial Advice for over 25 years
      57
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      57
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      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.

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