Top 20 Independent Financial Advisers in Greenhalghwiththistleton

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    1

    Tell us what you’re looking for
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    2

    Have a free first meeting with the adviser
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    3

    Discuss the adviser’s services and
    fees before deciding whether to hire them.

    • Opal Wealth Management Ltd Opal Wealth Management Ltd

      Walsall

      We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety. Please email us should you require financial advice. Our specialisations lie within constructing tax efficient investment portfolios and retirement planning, be it 'saving for' or 'at retirement' solutions*

      We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety. Please email us should you require financial advice. Our specialisations lie within constructing tax efficient investment portfolios and retirement planning, be it 'saving for' or 'at retirement' solutions*
      74
      £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
      74
      £50k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Montgomery Paul Limited Montgomery Paul Limited

      Boxley

      Montgomery Paul ensures impartial advice, tailored to the needs of its clients, including, but not restricted to, advice on Tax-efficient Investments, Pensions, Commercial and Residential Mortgages, Equity Release, Wills and Estate Planning.

      Montgomery Paul ensures impartial advice, tailored to the needs of its clients, including, but not restricted to, advice on Tax-efficient Investments, Pensions, Commercial and Residential Mortgages, Equity Release, Wills and Estate Planning.
      20
      £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
      20
      £20k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Fintegrity Fintegrity

      London

      If you want no-nonsense independent financial planning advice delivered in plain English contact me for a free consultation.

      If you want no-nonsense independent financial planning advice delivered in plain English contact me for a free consultation.
      New adviser
      £50k+
      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
      £50k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Wren Sterling in partnership with Nottingham Building Society Wren Sterling in partnership with Nottingham Building Society

      Nottingham

      We've worked with Nottingham Building Society for many years, helping hundreds of customers make informed financial planning decisions

      We've worked with Nottingham Building Society for many years, helping hundreds of customers make informed financial planning decisions
      18
      £50k+
      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
      18
      £50k+
      7.0
      Meet the team
      R
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Hartsfield Financial Services Limited Hartsfield Financial Services Limited

      Keynsham

      We’re a team of independent financial planners based in Bristol. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.

      We’re a team of independent financial planners based in Bristol. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
      16
      £50k+
      9.9
      Meet the team
      M
      M
      +4
      Can help with Advice areas
      & specialisation
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      Can help with Advice areas
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      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      16
      £50k+
      9.9
      Meet the team
      M
      M
      +4
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Sutton Winson Wealth Management Sutton Winson Wealth Management

      Solihull

      You’re unique. We will create the right plan by immediately meeting with you to fully understand your financial circumstances.

      You’re unique. We will create the right plan by immediately meeting with you to fully understand your financial circumstances.
      98
      £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
      98
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Cyfri Cyfyngedig Cyfri Cyfyngedig

      Lampeter

      < 10
      £0+
      7.0
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      Can help with Advice areas
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      Can help with Advice areas
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      Investments
      Initial consultation free FCA verified Financial adviser
      < 10
      £0+
      7.0
      Meet the team
      G
      Can help with Advice areas
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      Investments
      Can help with Advice areas
      & specialisation
      Investments
    • Williams Financial Planning Limited Williams Financial Planning Limited

      Rhosddu

      Creating Financial Security

      Creating Financial Security
      36
      £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
      36
      £100k+
      9.0
      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
    • Masons Independent Financial Advisers Masons Independent Financial Advisers

      Shrewsbury

      A complete holistic service with your first and second meetings with an experienced adviser FREE and with no obligation.

      A complete holistic service with your first and second meetings with an experienced adviser FREE and with no obligation.
      336
      £0+
      9.6
      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
      336
      £0+
      9.6
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

      All you need to
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      finding advice

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    • Halcyon Wealth Halcyon Wealth

      London

      A client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells

      A client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells
      < 10
      £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
      < 10
      £50k+
      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

      Edinburgh

      55
      £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
      55
      £50k+
      7.0
      Meet the team
      A
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • PSA Financial Services - Elliot Conteh PSA Financial Services - Elliot Conteh

      Luton

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

      My true passion comes from connecting with individuals and helping them achieve long-term financial goals through pension, investment, and retirement planning.
      54
      £20k+
      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
      54
      £20k+
      8.8
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Chris Bibb Independent Financial Advice Ltd Chris Bibb Independent Financial Advice Ltd

      Broadstone

      Highly qualified, highly experienced and dedicated, diligent, award winning professionals who really enjoy helping people achieve their key financial goals

      Highly qualified, highly experienced and dedicated, diligent, award winning professionals who really enjoy helping people achieve their key financial goals
      < 10
      £250k+
      9.0
      Meet the team
      M
      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
      £250k+
      9.0
      Meet the team
      M
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Landmark Financial Planning Limited Landmark Financial Planning Limited

      Saddleworth

      Chartered Financial Planners providing pension, investment and financial planning, to help you achieve financial confidence and enjoy life to the full. Free Initial Consultation.

      Chartered Financial Planners providing pension, investment and financial planning, to help you achieve financial confidence and enjoy life to the full. Free Initial Consultation.
      67
      £250k+
      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
      67
      £250k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Independently East Ltd Independently East Ltd

      London

      Fully independent and confidential financial advice. We can save you thousands on old style plans

      Fully independent and confidential financial advice. We can save you thousands on old style plans
      496
      £20k+
      7.0
      Meet the team
      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
      496
      £20k+
      7.0
      Meet the team
      S
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Oak Financial Management Ltd Oak Financial Management Ltd

      Surbiton

      Relationships require strong communication, we always listen to our clients in order to help us understand their true needs.

      Relationships require strong communication, we always listen to our clients in order to help us understand their true needs.
      22
      £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
      22
      £20k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Succession Wealth - Mackenzie Investment Succession Wealth - Mackenzie Investment

      Elgin

      With offices in both Inverness & Elgin our four planners have over fifty years experience in Financial Services.

      With offices in both Inverness & Elgin our four planners have over fifty years experience in Financial Services.
      10
      £250k+
      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
      £250k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • GilMar GilMar

      Farnborough

      Forget fees and charges: Let's talk first...

      Forget fees and charges: Let's talk first...
      26
      £0+
      7.0
      Meet the team
      M
      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
      £0+
      7.0
      Meet the team
      M
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Perrins Financial Services Ltd Perrins Financial Services Ltd

      Barnstaple

      < 10
      £0+
      7.0
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      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
      < 10
      £0+
      7.0
      Meet the team
      K
      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?

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