Top 20 Independent Financial Advisers in Edleston

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  • Sandringham Financial Partners - Darlington Office

    Darlington
    We’ll answer the big questions in a straightforward way, such as ‘Can I afford to retire?’ ‘What will our lifestyle look like if I slow down from work?’ ‘What income can I reasonably expect from my pensions?’ and ‘Am I on track financially?’
    10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Harteshwer Thind - PSA Financial Services

    Evesham
    Our mission is to provide clear, honest, no-nonsense financial solutions. Helping our clients achieve their financial ambitions via a holistic approach to financial planning bespoke to each individual.
    102
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cheltenham Independent Financial Advisers Limited

    Cheltenham
    All our advisers have at least 15 years of successfully providing financial advice to clients. We want clients to be comfortable and relaxed working with us, and be confident they’ve made a good choice.
    76
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Penguin Wealth

    Caldicot
    We offer a bespoke, tailored service and strive to nurture long term relationships and understand your financial goals, taking into account your current circumstances, needs and priorities. Visit our website <url hidden> for more information
    75
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tailored Wealth Financial Management

    Teignmouth
    Providing unparalleled advice in all your personal and business needs from pensions, protection to corporate planning we can help.
    95
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Holborn Assets Limited

    Grimsby
    I help my clients make the right choices from all the options that they are presented with, so that they can lead the lifestyle in retirement that they want. My clients value the personalised nature of the service that I provide.
    145
    £100k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management

    Larbert
    Financial advice provided in a friendly and professional manner face to face, telephone or online as preferred. Initial meeting without obligation or charge.
    43
    £0+
    8.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    11903
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Steph Mcmahon - Future Perfect

    Coventry
    Focused on tailoring what I can offer to your needs, I ensure that the advice process is a smooth conversation. I take a proactive approach which helps me, help you.
    New adviser
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Portishead
    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.
    11903
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Seymour Financial

    Syston
    Understanding what a client needs or wants, both now and in the future is at the core of our business; and being independent allows us to consider all strategies and product providers, so our solutions deliver results.
    17
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Robert Willmore – 2plan wealth management Ltd

    Bexley
    This is what I aim to do, to help you make good decisions about your money – providing clear information to help you achieve your financial goals. I am part of 2plan wealth management which is a national advisory firm consisting of Financial Advisers and mortgage and protection specialists. Working with 2plan allows me to offer you all the benefits of a bigger organisation, such as the latest technology, greater financial strength, and the reassurance of a team of experts helping me to get things right first time. For a conversation about your financial plans, why not get in touch today?
    75
    £20k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Asquire Wealth Management

    Richmond
    Focused on assisting our clients reach their future financial objectives. Circumstances change and so should your plans.
    109
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd.

    London
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House Financial Planning can look after all your financial needs.
    991
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kingston PTM Limited

    Ferndown town
    Specialists in integrated financial and tax planning for all clients but particularly for those approaching, at and in to, retirement
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tony Tyler Financial Service Limited

    Salisbury
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • A&J Wealth Management Ltd

    Braintree
    A&J Wealth Management have been offering personal, financial and wealth management advice to clients for over 35 years.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Sheriffhales
    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*
    545
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd

    Iron acton
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    121
    £50k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Goddard Perry Consulting Limited

    Croydon
    We offer holistic independent financial advice on pensions, investments, capital preservation strategies, insurances and inheritance tax planning.
    14
    £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.