Top 10 Independent (IFAs) & Restricted Financial Advisers in Holdenby
- My approach to financial advice is very clear-cut, yet effective. I look for long-term relationships which are built on mutual respect and trust. Every client is unique, and so the approach is entirely personalClients44
helpedMinimum£50k+
wealthPensions & retirement - I provide bespoke advice to help look after yourself, your family, and your future. I will look at your current position, and look to form and implement a short, medium, and long-term strategy, with you at the centre, to protect and develop your assets.Clients35
helpedMinimum£50k+
wealthPensions & retirementNot sure which adviser to pick?Answer a few questions to help us find you the perfect match. - Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.Clients11742
helpedMinimum£0+
wealthPensions & retirement - A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.Clients139
helpedMinimum£150k+
wealthPensions & retirement - Ensuring that your finances are being looked after and managed effectively, from an investment and tax perspective, is vitally important. Mistakes can be costly. This is where my knowledge, and expertise can help you achieve your financial dreams.Clients127
helpedMinimum£100k+
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.