Find an Independent or Restricted Financial Adviser
- Walden Capital provides inspired financial thinking, bespoke planning and an assured service. We are specialists in managing family wealth and run our own highly effective investment portfolios. We are Pension Transfer specialists, including final salary.Clients272
helpedMinimum£500k+
wealthPensions & retirement - We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.Clients375
helpedMinimum£150k+
wealthPensions & retirementNot sure which adviser to pick?Answer a few questions to help us find you the perfect match. - As a trusted Financial Adviser and Partner of St. James’s Place, the UK’s largest wealth management company, my role is to listen, understand what you’d like to achieve, and then help build and construct a professional, tailored and robust plan.Clients72
helpedMinimum£50k+
wealthPensions & retirement - Financial planning is about more than making money – it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management. We help you do just that through creating a plan and reviewing the progressClients371
helpedMinimum£0+
wealthPensions & retirement - We’re qualified and experienced in financial planning, advising on a range of carefully selected products from Prudential and other carefully selected providers. This is known as a restriced advice service.Clients131
helpedMinimum£0+
wealthPensions & retirement - Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolvesClients3255
helpedMinimum£50k+
wealthPensions & retirement - Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.Clients856
helpedMinimum£50k+
wealthPensions & retirement James Dubignon at True Potential Wealth Management
London FCA verifiedChartered Financial Planner based in the South East. For a free consultation, please call me today.Clients234
helpedMinimum£0+
wealthPensions & 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.