Top 20 Independent Financial Advisers in Crewe Green

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  • The Private Office

    London
    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.
    28
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Peregrine & Black

    Leatherhead
    Helping to manage money and provide ongoing advice to families and individuals to preserve and grow client’s wealth for current and future generations. Advising on pensions and retirement planning and inheritance tax planning.
    18
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chamberlain Wealth Management Ltd

    Solihull
    We believe that our clients should be ultimately in control of their finances. Clients needs are our priority.
    23
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mulberry House Wealth Management

    Retford
    I am an Independent Financial Adviser and can help you with all your Financial Planning needs. Predominantly I am a Pensions and Investments Specialist and my typical Client is approaching age 50+. I'm friendly and professional.
    < 10
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Clarity Wealth Management LLP

    Totnes
    I'm a wealth planning coach, which in plain English means I work with you and help you navigate through the Coronavirus and beyond, by mentoring your Financial Behaviour to a successful life after work.
    23
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours & Partners

    Newcastle upon tyne
    47
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Synthesis Wealth Management

    Bristol
    Our purpose is to help clients make intelligent money choices. We're independent and all our initial discovery meetings and analysis are without charge.
    15
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Ampthill
    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.
    62
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Advanced Asset Consultants.

    Ayr
    Chartered practice providing Pension Transfer Specialist advice on a Muli factor approach incorporating Investments, savings, trusts and estate planning. Independent planning for all your needs
    29
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Credenda

    Woking
    31
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Sterling Scotia Limited

    Edinburgh
    I have been giving sound, expert advice to my clients for the past 22 years. I am an award winning, highly experienced, Independent Financial Adviser with specialisms in pre and post retirement planning, savings and investments and tax efficiency.
    50
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Middleton st george
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    24
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Robert Fletcher - Alexander House Financial Planning Ltd

    Icklesham
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    18
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wealthmasters Financial Management Ltd - Laurence Murphy

    Mynyddbach
    Live for today, plan for tomorrow. I am available by phone or Zoom video call. The first meeting is at no cost to you, is for you to get to know me and i how i work and more importantly for me get to know you, your lifestyle and retirement goals.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark Lightfoot

    Castle donington
    Retirement and Pension Specialist, locally based in Derbyshire. Call today for a free consultation, informal chat or if you just want to ask a question.
    19
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Blue Wealth

    Sheffield
    SHORTLISTED FOR FINANCIAL PLANNER OF THE YEAR 2016 1st MEETING AT OUR EXPENSE
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Paul Taylor - Positive Solutions

    Llanishen
    More than 20 years experience helping people achieve their financial goals - everything from pensions to buying a home.
    80
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Trust Will Plan Ltd T/A Total Wealth Planning

    Cambridge
    We will take the time to get to know you and understand your specific requirements, offering quality and trustworthy financial
    15
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Black Lion Wealth Management

    Romford
    We are committed to helping hard-working people like you to get the best options on your insurance, pensions and investments. You would prefer to get on with your career, grow your business, or benefit from family and leisure time with as little stress and worry as possible.
    38
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lomond Wealth Management

    Stirling
    At Lomond Wealth we are inspired by people, not numbers. Our advisors care about building lasting relationships, just as much as lasting wealth. We are driven by the dreams of our clients, working closely with them to form strategies that will realise their hopes and mitigate their fears around investing. Because we believe that in personal financial and wealth management, personal comes first for a reason.
    46
    £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.