Top 20 Independent Financial Advisers in Westbywithplumptons

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    1

    Tell us what you’re looking for
    and then choose from a list of
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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.

    • Watson Moore Independent Financial Advisers Ltd Watson Moore Independent Financial Advisers Ltd

      London

      Alex Smith is a Chartered Financial Planner with over 20 years experience. Specialist in pensions and retirement planning.

      Alex Smith is a Chartered Financial Planner with over 20 years experience. Specialist in pensions and retirement planning.
      196
      £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
      196
      £250k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • IFPC Wealth Management IFPC Wealth Management

      Sevenoaks

      A chartered wealth management specialist offering independent advice and discretionary management services to individuals, professionals, trustees and business owners.

      A chartered wealth management specialist offering independent advice and discretionary management services to individuals, professionals, trustees and business owners.
      12
      £100k+
      10.0
      Meet the team
      +2
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      12
      £100k+
      10.0
      Meet the team
      +2
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • KLO Financial Services 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

      Offering professional and personal financial solutions across all aspects of financial planning, from pension and investments to mortgages and protection
      13
      £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
      13
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Quilter Financial Advisers Quilter Financial Advisers

      Milton

      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+
      9.6
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      32
      £100k+
      9.6
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Mohammad Uz-Zaman at Holborn Assets Ltd Mohammad Uz-Zaman at Holborn Assets Ltd

      Chigwell

      I help my clients make the right choices from all the options that they are presented with, so that they can lead the lifestyle in retirement that they want. My clients value the personalised nature of the service that I provide.

      I help my clients make the right choices from all the options that they are presented with, so that they can lead the lifestyle in retirement that they want. My clients value the personalised nature of the service that I provide.
      < 10
      £100k+
      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
      < 10
      £100k+
      9.6
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Prosperity Financial Advisors & Stockbrokers Prosperity Financial Advisors & Stockbrokers

      Melrose

      I am an independent financial adviser who can advise using the whole of the market and am restricted to the products of any one company. I have a particular interest in pensions accrued under corporate schemes having worked in this arena for many years.

      I am an independent financial adviser who can advise using the whole of the market and am restricted to the products of any one company. I have a particular interest in pensions accrued under corporate schemes having worked in this arena for many years.
      < 10
      £20k+
      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
      < 10
      £20k+
      7.0
      Meet the team
      R
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Lachlan McLachlan Dip PFS AML Associates Financial Services Ltd Lachlan McLachlan Dip PFS AML Associates Financial Services Ltd

      Kilmarnock

      My Role as a financial adviser is to use my skills, to listen, build a long-term relationship and help you, your family and your business plan for the future taking into consideration short, medium- and long-term needs and objectives.

      My Role as a financial adviser is to use my skills, to listen, build a long-term relationship and help you, your family and your business plan for the future taking into consideration short, medium- and long-term needs and objectives.
      47
      £50k+
      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
      47
      £50k+
      9.6
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Jeff Smith Quilter Financial Advisers Jeff Smith Quilter Financial Advisers

      Horninglow and eton

      I provide full financial planning advice for both individuals and companies in the Midlands area.

      I provide full financial planning advice for both individuals and companies in the Midlands area.
      < 10
      £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
      < 10
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Xpat Limited Xpat Limited

      London

      Eighteen years' experience in Pension Transfers (including Final Salary), QROPS, emigrants and expats. In-house Actuarial expertise, highly qualified pension specialists UK and abroad.

      Eighteen years' experience in Pension Transfers (including Final Salary), QROPS, emigrants and expats. In-house Actuarial expertise, highly qualified pension specialists UK and abroad.
      73
      £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 Restricted - whole of market
      73
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Haworths Financial Services Limited Haworths Financial Services Limited

      Settle

      Plain speaking advice for all your pension, investment, mortgage and protection needs

      Plain speaking advice for all your pension, investment, mortgage and protection needs
      34
      £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
      34
      £20k+
      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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    • Future Group UK Ltd Future Group UK Ltd

      Wakefield

      We take the mystery out of financial matters and ensure our clients understand what they can do. We make financial planning simple and Jargon free.

      We take the mystery out of financial matters and ensure our clients understand what they can do. We make financial planning simple and Jargon free.
      28
      £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
      28
      £20k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • One Financial Solutions One Financial Solutions

      Tunbridge wells

      Daniel Karim - a 20 year plus love of listening to clients' financial aspirations/dreams, then making them a reality. Refreshingly different!

      Daniel Karim - a 20 year plus love of listening to clients' financial aspirations/dreams, then making them a reality. Refreshingly different!
      120
      £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
      120
      £50k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Rouse Limited Rouse Limited

      Newport

      Our friendly, highly qualified team of independent Financial Planners offers sound financial planning advice.

      Our friendly, highly qualified team of independent Financial Planners offers sound financial planning advice.
      36
      £50k+
      7.0
      Meet the team
      V
      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
      £50k+
      7.0
      Meet the team
      V
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office The Private Office

      Burbage

      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.
      32
      £100k+
      9.8
      Meet the team
      +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
      32
      £100k+
      9.8
      Meet the team
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Bradley J Lewis Bradley J Lewis

      Maghull

      Professional-Approachable-and Competitively Priced!

      Professional-Approachable-and Competitively Priced!
      < 10
      £0+
      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
      < 10
      £0+
      7.0
      Meet the team
      S
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Invest Southwest Invest Southwest

      Taunton

      Multi award winning, we offer the best solutions from the entire market.

      Multi award winning, we offer the best solutions from the entire market.
      101
      £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
      101
      £20k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Midas Fides Midas Fides

      Beaconsfield

      Chartered Financial Planner. CERTIFIED FINANCIAL PLANNER professional. Over 30 years experience as an IFA. Holder of the Ethics Mark.

      Chartered Financial Planner. CERTIFIED FINANCIAL PLANNER professional. Over 30 years experience as an IFA. Holder of the Ethics Mark.
      14
      £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
      14
      £250k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Fairstone Financial Management Ltd Fairstone Financial Management Ltd

      Manchester

      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
      108
      £0+
      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
      108
      £0+
      9.1
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • True Potential Wealth Management True Potential Wealth Management

      Nunburnholme

      Financial Planning is more than just numbers - it’s the people and dreams behind the figures that matter the most.

      Financial Planning is more than just numbers - it’s the people and dreams behind the figures that matter the most.
      84
      £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
      84
      £20k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Dolphin Financial Limited Dolphin Financial Limited

      Sandymoor

      We offer an initial free consultation so that you can get to know us and us you.

      We offer an initial free consultation so that you can get to know us and us you.
      < 10
      £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
      < 10
      £100k+
      7.0
      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.