Top 20 Independent Financial Advisers in Somerford Booths

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  • The Private Office

    Botley
    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.
    11809
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Cleobury north
    We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety. Please email us should you require financial advice. Our specialisations lie within constructing tax efficient investment portfolios and retirement planning, be it 'saving for' or 'at retirement' solutions*
    540
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Brighton
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5221
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Pudsey
    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
    1327
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Alconbury
    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
  • Retirement Solutions (UK) Ltd

    Chesterfield
    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
    1327
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Downton
    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.
    11809
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Imperial Chartered

    Cyncoed
    I see my primary role as making my clients wealthier than they would be if they hadn’t met me, whether that’s building wealth for the future, or ensuring your pension and investment funds pay you the income you need throughout your retirement.
    156
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Abacus Advice Ltd

    Tunbridge wells
    Quality advice since 1989. Our reputation rests on how well we deliver for you, so that is our number one concern
    24
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AISA Retirement Planning

    Saltford
    We offer independent financial advice in areas such as Pensions and Investments. Specialist experience in tax efficient planning strategies such as Inheritance Tax and the sale of a business. Part of the award-winning AISA group, established in 1998.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • The Private Office

    Stratford upon avon
    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.
    11817
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Advanced Asset Consultants Ltd

    Glasgow
    Chartered Financial Planning practice providing Solutions for every statge of your financial life,delivering a first class service from a firm that truly puts clients at the centre of everything we do.
    64
    £500k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Coppull
    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.
    11809
    £100k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Milestone Wealth

    Market harborough
    1) Comprehensive Financial Planning. 2) Fixed Fees (£ not %). 3) Sustainable Investments. We show you the future so you can make the right decisions now.
    18
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ben Middleton at True Potential Wealth Management LLP

    Swindon
    Helping my clients achieve their financial goals is at the heart of my business. I have been in financial services for over 26 years and have a wealth of knowledge and expertise in pensions, including Defined Benefit schemes, and investments.
    67
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Wetherby
    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.
    11809
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management LTD

    Burnley
    Friendly, fully independent pension, investment and inheritance tax planning advice from the comfort of your own home. 16 years experience.
    24
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lucie Gee - Westminster Wealth Management

    London
    Expertise. Fairly Priced.
    35
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark Lightfoot

    Wakefield
    Retirement and Pension Specialist, Chartered Financial Planner, locally based in Wakefield, over 21-years experience. Call today for a free consultation or informal chat.
    59
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • SHORTS

    Sheffield
    Best Private Client Tax Practice - Tolley's Taxation Awards 2020. Est in 1890, we are Chartered Financial Planners providing independent, financial advice to individuals, businesses and trustees. Helping them create, manage and preserve their wealth
    139
    £0+
    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.

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