Top 20 Independent Financial Advisers in Ledsham

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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.

    • Kevin Robins - True Potential Wealth Management Kevin Robins - True Potential Wealth Management

      Bickenhill and marston green

      Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.

      Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
      15
      £100k+
      9.2
      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
      15
      £100k+
      9.2
      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

      Littlemore

      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
      10
      £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
      10
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Coloma Wealth Management LLP Coloma Wealth Management LLP

      London

      29
      £250k+
      7.0
      Meet the team
      S
      P
      E
      +2
      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
      £250k+
      7.0
      Meet the team
      S
      P
      E
      +2
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • eightfourtwo eightfourtwo

      London

      eightfourtwo is an agile and modern wealth management company. We build lifelong working relationships that flourish due to the trust that comes from a transparent approach and consistently successful outcomes.

      eightfourtwo is an agile and modern wealth management company. We build lifelong working relationships that flourish due to the trust that comes from a transparent approach and consistently successful outcomes.
      26
      £250k+
      7.0
      Meet the team
      +2
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      26
      £250k+
      7.0
      Meet the team
      +2
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Ablestoke Wealth Management Ablestoke Wealth Management

      London

      OPEN AS USUAL VIA CALL /VIDEO CONFERENCING/SCREEN SHARING DURING THE COVID19 CRISIS Independent advice for investments, mortgages, insurance, retirement, Auto-Enrolment and beyond. enAbleing your life is our goal.

      OPEN AS USUAL VIA CALL /VIDEO CONFERENCING/SCREEN SHARING DURING THE COVID19 CRISIS Independent advice for investments, mortgages, insurance, retirement, Auto-Enrolment and beyond. enAbleing your life is our goal.
      273
      £100k+
      7.0
      Meet the team
      L
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      273
      £100k+
      7.0
      Meet the team
      L
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Imperial Chartered Imperial Chartered

      Town

      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.

      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.
      124
      £0+
      9.1
      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
      124
      £0+
      9.1
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Simpson Wood (Financial Services) Limited Simpson Wood (Financial Services) Limited

      Holme valley

      As Independent Financial Advisers with a broad range of experience and expertise, we are proud to offer wholly independent advice. It is our firm belief in providing all clients with bespoke advice; therefore, advice is unique to each client.

      As Independent Financial Advisers with a broad range of experience and expertise, we are proud to offer wholly independent advice. It is our firm belief in providing all clients with bespoke advice; therefore, advice is unique to each client.
      < 10
      £20k+
      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
      £20k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Alexander House Financial Planning Ltd Alexander House Financial Planning Ltd

      Coleshill

      Providing experienced financial advice remotely - friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.

      Providing experienced financial advice remotely - friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.
      78
      £250k+
      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
      78
      £250k+
      10.0
      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

      Alton

      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.
      53
      £100k+
      9.0
      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
      53
      £100k+
      9.0
      Meet the team
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Sandringham Financial Partners Sandringham Financial Partners

      Canterbury

      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.
      85
      £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
      85
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

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    • Trust Will Plan Ltd T/A Total Wealth Planning 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

      We will take the time to get to know you and understand your specific requirements, offering quality and trustworthy financial
      15
      £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 Restricted - whole of market
      15
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Jeff Smith Quilter Financial Advisers Jeff Smith Quilter Financial Advisers

      Tamworth

      I provide full financial planning advice for both individuals and companies in the Midlands area.

      I provide full financial planning advice for both individuals and companies in the Midlands area.
      < 10
      £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
      < 10
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Talis Independent Financial Advisers Talis Independent Financial Advisers

      Folkestone

      My role is to help my clients navigate the financial landscape without barriers or needless jargon. I believe in holistic advice, that is easy to access, and in building a long term financial plan that the client trusts and believes in.

      My role is to help my clients navigate the financial landscape without barriers or needless jargon. I believe in holistic advice, that is easy to access, and in building a long term financial plan that the client trusts and believes in.
      54
      £50k+
      7.8
      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
      54
      £50k+
      7.8
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • RetireInvest Limited RetireInvest Limited

      North shields

      We offer professional, friendly, easy to understand, bespoke advice.

      We offer professional, friendly, easy to understand, bespoke advice.
      103
      £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 Restricted - whole of market
      103
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Griffin Benedict Ltd Griffin Benedict Ltd

      Torquay

      Straightforward advice on pensions, inheritance, retirement planning, life assurance and investments. I also specialise in Wills and Probate.

      Straightforward advice on pensions, inheritance, retirement planning, life assurance and investments. I also specialise in Wills and Probate.
      10
      £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
      10
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Bennison Brown Wealth Management Bennison Brown Wealth Management

      London

      Bennison Brown Wealth Management is a business that truly cares about providing a fantastic service to our customers

      Bennison Brown Wealth Management is a business that truly cares about providing a fantastic service to our customers
      61
      £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 Restricted - whole of market
      61
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Chartered Wealth Management Chartered Wealth Management

      Manchester

      At CWM we live and breathe excellence in everything we do.

      At CWM we live and breathe excellence in everything we do.
      < 10
      £500k+
      7.0
      Meet the team
      +2
      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
      £500k+
      7.0
      Meet the team
      +2
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Richard Wood- Abacus Associates Richard Wood- Abacus Associates

      London

      Your best interests are at the core of everything that I do on your behalf. I believe it’s my ability to build strong relationships with my clients that is key to success for both

      Your best interests are at the core of everything that I do on your behalf. I believe it’s my ability to build strong relationships with my clients that is key to success for both
      116
      £50k+
      8.8
      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
      116
      £50k+
      8.8
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • LJ Financial LJ Financial

      Widnes

      We offer holistic Financial Planning advice and specialise in Investments, Pensions & Retirement Planning.

      We offer holistic Financial Planning advice and specialise in Investments, Pensions & Retirement Planning.
      66
      £0+
      7.4
      Meet the team
      G
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      66
      £0+
      7.4
      Meet the team
      G
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Rothesay Bennett Financial Planning Rothesay Bennett Financial Planning

      Edinburgh

      All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.

      All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
      < 10
      £100k+
      7.0
      Meet the team
      J
      C
      R
      X
      T
      +1
      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
      J
      C
      R
      X
      T
      +1
      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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