Top 20 Independent Financial Advisers in Uptonbychester

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  • Milestone Financial Planning

    Dauntsey
    We are a truly independent, forward thinking company. We have expertise in complex planning, including Defined Benefit transfers, through to Inheritance Tax mitigation, firmly placing your interests at the heart of our business.
    140
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Prince & King Financial Services Ltd

    Earby
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Prism Financial Advice Ltd

    Workington
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    217
    £20k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fish Financial Ltd

    Farnham
    We help you achieve your goals in life through expert financial planning as well as providing sharp focused investment management
    51
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Plutus Wealth Management LLP

    London
    Plutus is an award winning IFA firm providing independent advice, mortgage advice and wealth management for any individual.
    116
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory Ltd

    Isham
    Creating, managing and protecting your wealth the intelligent way
    122
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • WPS Wealth

    Pentyrch
    Helping you with every aspect of your financial planning by putting plans in place to help you grow and protect your wealth.
    New adviser
    £0+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Dunn & Lowbridge Financial Services

    Wolverhampton
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fox Life Financial Planning Ltd

    Edinburgh
    At Fox we are real people, with real experiences over the years in helping people achieve their goals. We pride ourselves on being able to have a straight conversation in plain English and our clients tell us that's why they stay with us year after year.
    < 10
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Succession Wealth - Mackenzie Investment

    Elgin
    With offices in both Inverness & Elgin our four planners have over fifty years experience in Financial Services.
    11
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Johnston Carmichael Wealth Ltd - Edinburgh

    Edinburgh
    Chartered Financial Planners helping our clients live life on their terms.
    27
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Thornaby
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8961
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Brilliance Financial Planning

    Berkhamsted
    We are highly approachable and happy to discuss your needs and options informally. Call us today for a chat
    282
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Blue Fox Wealth

    Yeovil
    We provide bespoke financial planning where clients are at the heart of what we do. We pride ourselves on our friendly and approachable service, dealing with what can be complicated matters in a straight forward, no nonsense manner at a sensible cost.
    < 10
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory Limited

    Greens norton
    Creating, managing and protecting your wealth the intelligent way
    93
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Peter Blackhall at Midwinter Financial Planning

    Solihull
    A Solihull based Chartered Independent Financial Adviser. I hold CII Level 6 Advanced Diploma in Regulated Financial Planning, and Certificates in Paraplanning, Pension Transfer Advice, Discretionary Investment Management, and Securities Advice & Dealing.
    10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kieran Hartnett - True Potential Wealth Management

    Orpington
    Many of my clients have been clients since the early 1990's which hopefully is a testament to my beliefs.
    35
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Laurie Wrightson - Fairstone Financial Management Ltd

    Lewes
    I am an Independent Financial Adviser with 17 years experience of advising clients on all aspects of their financial well being. I have specialised in providing advice around pensions and tax planning, including final salary pension transfers. I offer a tailored personal service, modern thinking combined with traditional values.
    67
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Liverpool
    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
    1334
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Birchwood
    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.
    11881
    £100k+
    9.0
    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.