Top 20 Independent Financial Advisers in Brereton

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  • True Potential Wealth Management - Jason Lynch

    Tewkesbury
    I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax palnning.
    New adviser
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Cheadle
    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.
    1334
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • NPM Wealth Management Ltd

    Camberley
    Independent advice that is clear and takes your needs into account with a professional yet personal approach.
    59
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Shaun Hiscox - Penguin Wealth

    Pontypridd
    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.
    186
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • A&J Wealth Management Ltd

    Cookham
    A&J Wealth Management have been offering personal, financial and wealth management advice to clients for over 30 years.
    55
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Portafina Investment Management

    Frindsbury extra
    No upfront costs, no barriers - just great pension advice. We operate nationally, online and over the phone.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Pension Planner

    Sunderland
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Sunderland, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    3617
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Acumen Investment and Pension Solutions

    Darlington
    We are totally independent, which means we are not tied or restricted to use any particular provider or product.
    100
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Neil Dixon at True Potential Weath Management

    Condover
    A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
    < 10
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hamblys IFA

    Grantham
    Helping You Achieve Your Financial Goals Through Independent And Impartial Professional Financial Advice.
    New adviser
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Hilton Wordsworth Financial Services Ltd

    Maltby
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • SG Wealth Management

    Ipswich
    Award-winning Chartered financial planners providing independent financial advice for private and corporate clients across East Anglia.
    29
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Abingdon on thames
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5241
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Synthesis Wealth Management

    London
    Our purpose is to help clients make intelligent money choices. We're independent and all our initial discovery meetings and analysis are without charge.
    124
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carrick Global Wealth Limited

    London
    13
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Stephen Harrison - True Potential Wealth Management

    Altrincham
    Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from retirement, pensions, investments and protection to tax and estate planning.
    31
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Martin Amer - True Potential Wealth Management

    Hutton rudby
    My clients benefit from expert, quality, value for money advice, together with access to True Potential’s award winning technology and market leading investment strategies.
    55
    £500k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management

    Tickhill
    Top Rated in The Sunday Times 2019, 2020 and 2021. Professional, face to face advice, delivered in a down to earth and easy to understand way. Over 20 years experience advising individual and corporate clients on managing their wealth.
    12
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Richard Wilson Chartered Financial Planner from True Potential Wealth Management

    Haywards heath
    A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
    53
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mulberry Chartered

    Richmond
    A Family run firm built over 30 years of client trust. Backed by The AFH Financial Group - one of the largest advisory firms in The UK with in excess of £6 Billion under management. We are offering telephone or Teams for all initial enquiries.
    624
    £100k+
    9.2
    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.