Top 10 Independent (IFAs) & Restricted Financial Advisers in Watlington

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  • Douglas Steers & Company

    Stokenchurch
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4093
    £50k+
    Can help with
    Pensions & retirement
  • Humboldt Financial

    Benson
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    4506
    £50k+
    Can help with
    Pensions & retirement
  • The Private Office

    Benson
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    25808
    £100k+
    Can help with
    Pensions & retirement
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  • Yellow Bear Financial Consultancy

    Chinnor
    FCA verified
    Offices in Bucks and Oxfordshire. We offer a modern and friendly approach to the complex area of financial planning.
    55
    £50k+
    Can help with
    Pensions & retirement
  • AFH Wealth Management LTD

    Chinnor
    FCA verified
    The UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
    1485
    £50k+
    Can help with
    Pensions & retirement
  • Liam Butchers at Continuum

    Chinnor
    FCA verified
    The aim of engaging with myself is to put you in the best financial and most tax efficient position possible. I work for Continuum as one of the senior partners. Continuum are an award winning, national IFA firm, managing £2billion of clients wealth.
    13
    £50k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Wallingford
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1310
    £150k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Wallingford
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    16254
    £100k+
    Can help with
    Pensions & retirement
  • Steve Harris at True Potential Wealth Management

    Thame
    FCA verified
    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.
    68
    £100k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Thame
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    16254
    £100k+
    Can help with
    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.