Top 20 Independent Financial Advisers in Uptonbychester

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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.

    • Fairstone Financial Management Ltd Fairstone Financial Management Ltd

      London

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
      39
      £50k+
      9.2
      Meet the team
      W
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      39
      £50k+
      9.2
      Meet the team
      W
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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    • < 10
      £50k+
      7.0
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      R
      Can help with Advice areas
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      Can help with Advice areas
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      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      < 10
      £50k+
      7.0
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      R
      Can help with Advice areas
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      Can help with Advice areas
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    • The Private Office The Private Office

      Ilkley

      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.
      33
      £100k+
      9.5
      Meet the team
      +4
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      33
      £100k+
      9.5
      Meet the team
      +4
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Pettecrew Financial Planning (Sale Office) Pettecrew Financial Planning (Sale Office)

      Manchester

      Independent impartial advice to help you to secure your financial future.

      Independent impartial advice to help you to secure your financial future.
      38
      £50k+
      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
      38
      £50k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Johnston Carmichael Wealth Ltd - Aberdeen Johnston Carmichael Wealth Ltd - Aberdeen

      Aberdeen

      Chartered Financial Planners helping our clients live life on their terms.

      Chartered Financial Planners helping our clients live life on their terms.
      New adviser
      £20k+
      9.3
      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
      New adviser
      £20k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Mather and Murray Financial Mather and Murray Financial

      Nottingham

      Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.

      Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
      90
      £0+
      9.1
      Meet the team
      S
      J
      J
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      S
      +1
      Can help with Advice areas
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      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      90
      £0+
      9.1
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      S
      J
      J
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      S
      +1
      Can help with Advice areas
      & specialisation
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      Can help with Advice areas
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    • The Private Office The Private Office

      Marlborough

      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.
      66
      £100k+
      9.4
      Meet the team
      A
      K
      J
      A
      D
      +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
      66
      £100k+
      9.4
      Meet the team
      A
      K
      J
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      +5
      Can help with Advice areas
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      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Carterdawes IFA Solutions Ltd Carterdawes IFA Solutions Ltd

      Liskeard

      < 10
      £50k+
      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 Independent financial adviser
      < 10
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Slater Financial Ltd Slater Financial Ltd

      Huddersfield

      20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.

      20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
      29
      £50k+
      9.7
      Meet the team
      P
      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
      £50k+
      9.7
      Meet the team
      P
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • CST Wealth Management Limited CST Wealth Management Limited

      Pencoed

      Gwyn is supported by in-house Chartered Tax Adviser, Karen Best, an experienced tax specialist and James Burnett, a fellow adviser.

      Gwyn is supported by in-house Chartered Tax Adviser, Karen Best, an experienced tax specialist and James Burnett, a fellow adviser.
      27
      £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 Independent financial adviser
      27
      £100k+
      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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    • Raymond James Investment Services Raymond James Investment Services

      Hessle

      Welcome to Raymond James Investment Services in Hessle, East Yorkshire. Call us today on - <phone number hidden>

      Welcome to Raymond James Investment Services in Hessle, East Yorkshire. Call us today on - <phone number hidden>
      96
      £50k+
      7.0
      Meet the team
      J
      J
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      96
      £50k+
      7.0
      Meet the team
      J
      J
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Beesure Financial Planning Beesure Financial Planning

      Bath

      Invest yourself, Protect yourself, Bee yourself.

      Invest yourself, Protect yourself, Bee yourself.
      31
      £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
      31
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Opal Wealth Management Ltd Opal Wealth Management Ltd

      Wolverhampton

      Our specialisations lie within constructing tax efficient investment portfolios and retirement planning, be it 'saving for' or 'at retirement' solutions*

      Our specialisations lie within constructing tax efficient investment portfolios and retirement planning, be it 'saving for' or 'at retirement' solutions*
      88
      £50k+
      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
      88
      £50k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Osprey Wealth Management Osprey Wealth Management

      Warlingham

      We are a Wealth Management and Financial Planning company based in Surrey who are passionate about helping clients find out what is needed to achieve their future lifestyle goals and helping them to do this

      We are a Wealth Management and Financial Planning company based in Surrey who are passionate about helping clients find out what is needed to achieve their future lifestyle goals and helping them to do this
      26
      £20k+
      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
      26
      £20k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Brilliance Financial Planning Brilliance Financial Planning

      Amersham

      We are highly approachable and happy to discuss your needs and options informally. Call us today for a chat!

      We are highly approachable and happy to discuss your needs and options informally. Call us today for a chat!
      < 10
      £20k+
      7.0
      Meet the team
      D
      S
      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+
      7.0
      Meet the team
      D
      S
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office The Private Office

      Walton on thames

      Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.

      Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
      52
      £100k+
      9.0
      Meet the team
      A
      D
      R
      D
      D
      +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
      52
      £100k+
      9.0
      Meet the team
      A
      D
      R
      D
      D
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Fairstone Financial Management Ltd Fairstone Financial Management Ltd

      London

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
      39
      £50k+
      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
      39
      £50k+
      9.1
      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

      New malden

      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.
      41
      £100k+
      9.0
      Meet the team
      J
      D
      D
      P
      J
      +4
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      41
      £100k+
      9.0
      Meet the team
      J
      D
      D
      P
      J
      +4
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Pyrford Financial Planning Pyrford Financial Planning

      Twickenham

      If you are planning for, at, or in early retirement, we help people just like you identify, achieve and maintain their desired lifestyles without fear of running out of money.

      If you are planning for, at, or in early retirement, we help people just like you identify, achieve and maintain their desired lifestyles without fear of running out of money.
      31
      £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 Independent financial adviser
      31
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Paul Cryan - Alexander House Financial Planning Ltd Paul Cryan - Alexander House Financial Planning Ltd

      Magherafelt

      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.
      14
      £50k+
      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
      14
      £50k+
      9.0
      Meet the team
      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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