Top 20 Independent Financial Advisers in Stanthorne And Wimboldsley

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  • Masterplan Wealth

    Sutton coldfield
    At Masterplan Wealth we know the world of personal finance is daunting, complex and riddled with jargon. Our guidance can help you take the mystery out of money so you can make life’s big financial decisions with confidence.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chantler Kent Investments

    Orpington
    We are still available to help you with your enquiries during these unprecedented times due to the Coronavirus outbreak. We can hold meetings remotely via Skype or Zoom & all paperwork can be emailed or scanned over. We are friendly, approachable advisers offering sound financial advice. We will provide you with advice in plain English that you can understand
    161
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ascot Lloyd

    Rushden
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    445
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • MMG Financial Management

    Daventry
    For many, having a personalised financial plan is the first step on the journey towards financial freedom. From retirement planning to structuring your finances for the benefit of all your family, we can help you unlock your wealth's full potential.
    New adviser
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    York
    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
    1331
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Canaccord Genuity

    Worcester
    We are part of the award winning Canaccord Wealth Management Company with UK assets under management in excess of £28bn.
    60
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bluesky Independent Wealth Managers Ltd

    Edinburgh
    Covid-19 update - We are here to help and providing remote advice over the telephone or internet. The initial no-obligation meeting is always at our expense. Chartered Financial Planners, Chris & Kevin, specialise in Planning for Retirement and tax efficiency of your wealth.
    87
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Slater Financial Ltd

    Stoke on trent
    20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
    403
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • KLO Financial Services

    Wolverley and cookley
    Offering professional and personal financial solutions across all aspects of financial planning, from pension and investments to mortgages and protection
    216
    £0+
    7.0
    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.
    11829
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • CBK Wales

    Barry
    We are a client centered practice where the whole team provides the independent service our clients expect and deserve.
    110
    £20k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • SN Financial Services Ltd

    Droitwich spa
    At SN Financial we have a dedicated Wealth Management Team who guide our clients through their Savings and Investment requirements and offer investment advice. Using state-of-the-art market comparison technology we are able to analyse the investment opportunities available, including key indicators such as performance, risk and capacity for loss tolerance. Because we deal with a variety of providers, this enables us to produce documents and make amendments online without the delay of post and/or company timescales.
    262
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Consolidare Wealth Management Ltd.

    Folkestone
    A Chartered Financial Planner providing clear, impartial and independent advice. Discussions can be held in person or via email, phone or Zoom.
    29
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Anderson MacPhie Financial Services

    Glasgow
    Bring me your query and let's bring my experience to help you
    19
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Protect and Invest Ltd - Sarah Blyth

    Basingstoke
    Chartered Independent Financial Planners covering Newbury, Basingstoke, Reading, Winchester and surrounding areas. We specialise in all aspects of financial planning and provide friendly, easy to understand advice to help you get your finances on track.
    New adviser
    £20k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • In Partnership

    Horsham
    Call Darren Sperring <phone number hidden> for straightforward, independent financial advice which you can trust.
    57
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Sunninghill and ascot
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8935
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Johnston Carmichael Wealth Ltd - Glasgow

    Glasgow
    Chartered Financial Planners helping our clients live life on their terms.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management LTD

    Bingley
    Friendly, fully independent pension, investment and inheritance tax planning advice from the comfort of your own home. 16 years experience.
    90
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Pension Planner

    Thornaby
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Middlesbrough, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    3604
    £50k+
    9.3
    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.