Top 20 Independent Financial Advisers in Poultonlefylde

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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.

    • Advanced Asset Consultants Ltd Advanced Asset Consultants Ltd

      Glasgow

      Chartered Financial Planning practice providing Solutions for every statge of your financial life,delivering a first class service from a firm that truly puts clients at the centre of everything we do.

      Chartered Financial Planning practice providing Solutions for every statge of your financial life,delivering a first class service from a firm that truly puts clients at the centre of everything we do.
      44
      £100k+
      7.0
      Meet the team
      +1
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      44
      £100k+
      7.0
      Meet the team
      +1
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office The Private Office

      Stratford upon avon

      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.
      38
      £100k+
      9.3
      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
      38
      £100k+
      9.3
      Meet the team
      +4
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Finsbridge Financial Planning Finsbridge Financial Planning

      Headley

      We are a Chartered Financial Planning firm, providing consultancy to our clients to understand the options available to them and how the decisions they make now could impact their financial future.

      We are a Chartered Financial Planning firm, providing consultancy to our clients to understand the options available to them and how the decisions they make now could impact their financial future.
      32
      £0+
      8.6
      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
      32
      £0+
      8.6
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • George Smith at PSA Financial George Smith at PSA Financial

      Sleaford

      Our Mission is to provide clear, honest, no-nonsense financial solutions, helping our Clients achieve their financial ambitions.

      Our Mission is to provide clear, honest, no-nonsense financial solutions, helping our Clients achieve their financial ambitions.
      27
      £20k+
      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 Independent financial adviser
      27
      £20k+
      9.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Focus Investment Planning Ltd Focus Investment Planning Ltd

      Eastbourne

      We are truly Independent Advisers who specialise in Investments, Pensions, Protecting assets and Inheritance tax planning. In light of Coronavirus we can also offer online and telephone advice to those of you that may be shielding.

      We are truly Independent Advisers who specialise in Investments, Pensions, Protecting assets and Inheritance tax planning. In light of Coronavirus we can also offer online and telephone advice to those of you that may be shielding.
      31
      £20k+
      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
      31
      £20k+
      7.0
      Meet the team
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Continuum (Financial Services) LLP Continuum (Financial Services) LLP

      Bristol

      After working with me you will feel more confident, more in control and more focused when it comes to planning your future. Working together we will develop your own financial route map and empower you with the tools to make your journey a success.

      After working with me you will feel more confident, more in control and more focused when it comes to planning your future. Working together we will develop your own financial route map and empower you with the tools to make your journey a success.
      40
      £20k+
      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
      40
      £20k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Ergowealth Ergowealth

      Marlow

      As Chartered Financial Planners our purpose is to help you achieve the best life possible with the money you have.

      As Chartered Financial Planners our purpose is to help you achieve the best life possible with the money you have.
      27
      £250k+
      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
      27
      £250k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Niche Niche

      Shaftesbury

      Receiving the right advice has never been more rewarding. You're just a few clicks away from discovering that for yourself.

      Receiving the right advice has never been more rewarding. You're just a few clicks away from discovering that for yourself.
      58
      £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
      58
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • 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+
      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
      196
      £250k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Scrutton Bland Financial Services Ltd Scrutton Bland Financial Services Ltd

      Ipswich

      As Chartered Financial Planners we provide truly independent and impartial financial advice from highly qualified financial planners.

      As Chartered Financial Planners we provide truly independent and impartial financial advice from highly qualified financial planners.
      22
      £50k+
      7.0
      Meet the team
      N
      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
      22
      £50k+
      7.0
      Meet the team
      N
      G
      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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    • Darren Wheatcroft of Derwent Financial Planning Ltd Darren Wheatcroft of Derwent Financial Planning Ltd

      Derby

      We specialise in retirement and pension advice as well as all other aspects of personal financial planning

      We specialise in retirement and pension advice as well as all other aspects of personal financial planning
      154
      £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
      154
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Akash Gupta, Chartered Financial Planner Akash Gupta, Chartered Financial Planner

      Watford

      Providing the best unbiased solutions for my clients with a personal relationship. Meetings can also be held over video/phone calls as well as in the office or your residence to accommodate the current Covid-19 related adjustments to suit your needs.

      Providing the best unbiased solutions for my clients with a personal relationship. Meetings can also be held over video/phone calls as well as in the office or your residence to accommodate the current Covid-19 related adjustments to suit your needs.
      112
      £100k+
      9.7
      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
      112
      £100k+
      9.7
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • 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
      53
      £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
      53
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Manisha Patel at AFH Independent Financial Services Ltd Manisha Patel at AFH Independent Financial Services Ltd

      Little waltham

      For me my clients are always at the heart of everything that I do, and my advice is always focused on the right outcome for them.

      For me my clients are always at the heart of everything that I do, and my advice is always focused on the right outcome for them.
      < 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
    • David Dougan Financial Services Ltd David Dougan Financial Services Ltd

      Hamilton

      I specialise in Pensions and Retirement Planning - including Flexible Drawdown and annuities. Please call me to make an enquiry, and to find out how we can help you.

      I specialise in Pensions and Retirement Planning - including Flexible Drawdown and annuities. Please call me to make an enquiry, and to find out how we can help you.
      22
      £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
      22
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Milestone Financial Planning Milestone Financial Planning

      Havant

      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.

      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.
      < 10
      £100k+
      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
      < 10
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Douglas White Limited Douglas White Limited

      Liverpool

      COVID-19 Update: I can confirm that the business remains open during this difficult time. We have adjusted our processes so that we can work with both existing clients and new clients remotely at each step of the financial planning process. While people's health and welfare take priority, proper planning now can help safeguard your financial future. Independent financial advice in a simple and straightforward manner. The right advice, for the right people at the right time.

      COVID-19 Update: I can confirm that the business remains open during this difficult time. We have adjusted our processes so that we can work with both existing clients and new clients remotely at each step of the financial planning process. While people's health and welfare take priority, proper planning now can help safeguard your financial future. Independent financial advice in a simple and straightforward manner. The right advice, for the right people at the right time.
      44
      £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
      44
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Insight Financial Advice Ltd Insight Financial Advice Ltd

      Bristol

      Plan for your future with confidence. We offer independent and unbiased advice, together with years of experience.

      Plan for your future with confidence. We offer independent and unbiased advice, together with years of experience.
      39
      £100k+
      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
      39
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Beacon Wealth Management Ltd. Beacon Wealth Management Ltd.

      Kimbolton

      Speak to an adviser directly, phone number displayed. Best Advisers in East of England 2013 and 2015. Chartered and Independent.

      Speak to an adviser directly, phone number displayed. Best Advisers in East of England 2013 and 2015. Chartered and Independent.
      13
      £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
      13
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Audley Asset Management Audley Asset Management

      St albans

      11
      £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
      11
      £50k+
      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.