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Top 10 Independent (IFAs) & Restricted Financial Advisers in Upper Broughton

Find the best FCA regulated financial advisers in Upper Broughton. Get expert help near you with pensions, investments, retirement planning and more
Upper Broughton, Rushcliffe, Nottinghamshire
Fairstone Group

Fairstone Group

Thrussington
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15271
Minimum
wealth
£0+
Meet the team
Ajay Naik
Lauren Herrick
Ruth Heath
Jordan Staley
Allister Kitchen
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
The Pension Planner

The Pension Planner

Keyworth
Initial consultation free
FCA verified
Independent
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Nottinghamshire helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!
Clients
helped
5711
Minimum
wealth
£100k+
Meet the team
Andrew Hursthouse
Nicholas Pratt
Dave Garforth
Craig Holland
Holly Evans
Can help with
Pensions & retirement
Business
Equity Select Ltd.

Equity Select Ltd.

Asfordby
Initial consultation free
FCA verified
Independent
We pride ourselves on working with you, our clients, throughout the entire process, to ensure everything goes as smoothly as possible. We offer a full range of financial advice covering Mortgages, Equity Release, Protection, Pensions and Investments.
Clients
helped
13
Minimum
wealth
£50k+
Meet the team
A
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Mortgages
The Private Office

The Private Office

Cotgrave
Initial consultation free
FCA verified
Independent
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
39961
Minimum
wealth
£150k+
Meet the team
George Hicks
Daniel Lea
Robert Morse
Tony Padgett
Daniel Schofield
+19
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
The Private Office

The Private Office

Clawson hose and harby
Initial consultation free
FCA verified
Independent
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
39961
Minimum
wealth
£150k+
Meet the team
Paul Sanders
Alexander Law
Robert Morse
George Hicks
Ellie Jarvis
+19
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Headway Wealth

Headway Wealth

Kirby bellars
Initial consultation free
FCA verified
Independent
I have been working in the wealth management industry since 2009, specialising in pension and wealth planning. Cross-border planning is also a specialism. The advice I give is truly independent with no bias towards any particular investment manager.
Clients
helped
164
Minimum
wealth
£100k+
Meet the team
Duncan Raeside
Can help with
Pensions & retirement
Expatriate finances
RBC Brewin Dolphin

RBC Brewin Dolphin

Tollerton
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
Recently added
Minimum
wealth
£250k+
Meet the team
S
M
A
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
Castlegate Financial Management

Castlegate Financial Management

Melton mowbray
Initial consultation free
FCA verified
Independent
For over 30 years we’ve supported people and businesses across the East Midlands, London and beyond with retirement planning, business protection, investments, tax planning and legacy advice, delivering clarity now and lasting confidence for the future.
Clients
helped
13
Minimum
wealth
£250k+
Meet the team
Becky Womble
Adam Thompson
Lauren Hanson
Heather Hodson
Lucy Guinness
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Buck Wealth Management Ltd  -  Independent Financial Advisers

Buck Wealth Management Ltd - Independent Financial Advisers

Melton mowbray
Initial consultation free
FCA verified
Independent
Expert, affordable independent financial advice that's tailored to you.
Clients
helped
195
Minimum
wealth
£100k+
Meet the team
J
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 2 more matches
Smith & Pinching Financial Services Ltd

Smith & Pinching Financial Services Ltd

Melton mowbray
Initial consultation free
FCA verified
Independent
Are you ready to take control of your financial future with confidence? As Chartered Financial Planners, we are dedicated to helping you achieve your goals with personalised, unbiased advice tailored specifically to your needs.
Clients
helped
270
Minimum
wealth
£250k+
Meet the team
Julian Bradshaw
James Bulman
Lisa Tuck
Jeremy Woodruff
Carl Lamb
+17
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Frequently Asked Questions about Financial Advisers in Upper Broughton