Top 20 Independent Financial Advisers in Claytonlewoods

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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.

    • Morlaix Ltd Morlaix Ltd

      Truro

      Jargon free Independent Financial Planning Advice from Chartered Financial Planners. Morlaix explains everything in a simple manner.

      Jargon free Independent Financial Planning Advice from Chartered Financial Planners. Morlaix explains everything in a simple manner.
      53
      £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
      53
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Flying Colours & Partners Flying Colours & Partners

      Skeeby

      37
      £50k+
      7.0
      Meet the team
      K
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      37
      £50k+
      7.0
      Meet the team
      K
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • JPA Financial Services Ltd JPA Financial Services Ltd

      Kingswinford

      At JPA we specialise in advice for Individuals We take the time to understand you, and your plans for the future, and will help you understand your options, so that you can then decide the best route to take to reach your goals.

      At JPA we specialise in advice for Individuals We take the time to understand you, and your plans for the future, and will help you understand your options, so that you can then decide the best route to take to reach your goals.
      100
      £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
      100
      £50k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • LJ Financial LJ Financial

      Frodsham

      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.
      67
      £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
      67
      £0+
      7.4
      Meet the team
      G
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office The Private Office

      Coggeshall

      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.
      27
      £100k+
      9.0
      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
      27
      £100k+
      9.0
      Meet the team
      +4
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Quilter Financial Advisers Quilter Financial Advisers

      Great cornard

      At Quilter Financial Advisers we specialise in personal and corporate financial planning. Our philosophy is to offer a high quality and personal service to each of our valued clients

      At Quilter Financial Advisers we specialise in personal and corporate financial planning. Our philosophy is to offer a high quality and personal service to each of our valued clients
      32
      £100k+
      9.5
      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
      32
      £100k+
      9.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • PSA Financial Services - Glen Coleman PSA Financial Services - Glen Coleman

      Grafham

      My true passion comes from building lasting relationships with individuals and helping them achieve their long-term financial goals through pension, investment, and retirement planning.

      My true passion comes from building lasting relationships with individuals and helping them achieve their long-term financial goals through pension, investment, and retirement planning.
      29
      £20k+
      7.2
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      29
      £20k+
      7.2
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Acumen Investment and Pension Solutions Acumen Investment and Pension Solutions

      Gateshead

      We are totally independent, which means we are not tied or restricted to use any particular provider or product.

      We are totally independent, which means we are not tied or restricted to use any particular provider or product.
      70
      £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
      70
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Principal & Prosper Holdings Limited Principal & Prosper Holdings Limited

      Edinburgh

      We are a Chartered Firm of Financial Planners providing independent advice to individuals, business owners, professionals and those nearing retirement.

      We are a Chartered Firm of Financial Planners providing independent advice to individuals, business owners, professionals and those nearing retirement.
      20
      £0+
      7.0
      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
      20
      £0+
      7.0
      Meet the team
      +4
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • True Potential Wealth Management - Peter Silver True Potential Wealth Management - Peter Silver

      Walton on thames

      Simple. Effective. Unique.

      Simple. Effective. Unique.
      10
      £50k+
      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
      10
      £50k+
      9.2
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

      All you need to
      know about
      finding advice

      How to understand your own advice needs and when it’s time to ask an adviser.
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    • Mark Stewart - True Potential Wealth Management Mark Stewart - True Potential Wealth Management

      Huddersfield

      As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

      As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.
      21
      £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 Restricted - whole of market
      21
      £20k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Wood Craven Perkins Limited Wood Craven Perkins Limited

      Lytham st annes

      < 10
      £0+
      7.0
      Meet the team
      D
      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
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office The Private Office

      Botley

      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.
      21
      £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
      21
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Forecast Financial Planning Limited Forecast Financial Planning Limited

      Lymington and pennington

      Financial Planning Changes Lives

      Financial Planning Changes Lives
      24
      £250k+
      9.0
      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
      24
      £250k+
      9.0
      Meet the team
      G
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Synthesis Wealth Management Synthesis Wealth Management

      Chippenham

      Our purpose is to help clients make intelligent money choices. We're independent and all our initial discovery meetings and analysis are without charge.

      Our purpose is to help clients make intelligent money choices. We're independent and all our initial discovery meetings and analysis are without charge.
      < 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
    • Andrew James IFA Andrew James IFA

      Rayleigh

      I can offer 31 years of financial services experience.

      I can offer 31 years of financial services experience.
      < 10
      £50k+
      7.0
      Meet the team
      A
      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+
      7.0
      Meet the team
      A
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Kirrage Williams Limited Kirrage Williams Limited

      Chesterfield

      We can help you plan for your financial future

      We can help you plan for your financial future
      54
      £50k+
      7.0
      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
      54
      £50k+
      7.0
      Meet the team
      P
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Clarity Wealth Limited Clarity Wealth Limited

      Horsforth

      Everyone looks forward to their retirement - are you prepared for yours?

      Everyone looks forward to their retirement - are you prepared for yours?
      28
      £100k+
      7.0
      Meet the team
      R
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      28
      £100k+
      7.0
      Meet the team
      R
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Sandringham Financial Partners Sandringham Financial Partners

      Deal

      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
    • Mark Johnson (Lifelong Financial Planning) Tel: 01670222478 Mark Johnson (Lifelong Financial Planning) Tel: 01670222478

      Blyth

      At Lifelong Financial Planning we believe that life is a journey, we take this approach to our financial advice.

      At Lifelong Financial Planning we believe that life is a journey, we take this approach to our financial advice.
      21
      £0+
      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
      21
      £0+
      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.

    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.