Top 10 Independent (IFAs) & Restricted Financial Advisers in Felley Cp
Find the best FCA regulated financial advisers in Felley Cp. Get expert help near you with pensions, investments, retirement planning and more

Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
helped
29
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings

True Potential Wealth Management - Jason Lynch
Annesley
Initial consultation free
FCA verified
Restricted
I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax planning.
Clients
helped
helped
487
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Savings
Business

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
helped
39983
Minimum
wealth
wealth
£150k+
Meet the team
+19
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages

Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
helped
29
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings

Ian Bagshaw - Fairstone Financial Management
Eastwood
Initial consultation free
FCA verified
Independent
Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.
Clients
helped
helped
428
Minimum
wealth
wealth
£100k+
Meet the team
I
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers in Felley Cp



