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

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  • James Gregory Financial Ltd

    Albrighton
    FCA verified
    Truly independant advice to reduce any worry or uncertainty about the future and to assist with any financial goals. All enquiries are welcome
    337
    £50k+
    Can help with
    Pensions & retirement
  • Humboldt Financial

    Albrighton
    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.
    5200
    £50k+
    Can help with
    Pensions & retirement
  • Beaumont Wealth

    Shifnal
    FCA verified
    We are Independent Financial Advisers specialising in pensions and investments. With over 30 years’ experience we know that each of our clients is an individual and we provide bespoke advice accordingly.
    401
    £50k+
    Can help with
    Pensions & retirement
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  • Oak County Financial Services Ltd

    Shifnal
    FCA verified
    Free Initial Meeting either virtual or at our office or speak to us first with no obligation. Putting our clients needs first.
    23
    £250k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Shifnal
    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.
    17383
    £100k+
    Can help with
    Pensions & retirement
  • PL Wealth & Pensionlite

    Shifnal
    FCA verified
    Your financial future is directly tied to your lifestyle both now and in the future. 160 years of experience managing wealth, protecting lifestyles and creating plans that give you and your family a future where your wealth works for you.
    251
    £50k+
    Can help with
    Pensions & retirement
  • Purity Financial Services Limited

    Perton
    FCA verified
    I help clients with their investment and pension/retirement planning. Contact me for a 'free' review and I am sure you will benefit.
    130
    £50k+
    Can help with
    Pensions & retirement
  • Beaumont Wealth

    Stirchley and brookside
    FCA verified
    We are Independent Financial Advisers specialising in pensions and investments. With over 30 years’ experience we know that each of our clients is an individual and we provide bespoke advice accordingly.
    401
    £50k+
    Can help with
    Pensions & retirement
  • Croft and Oakes Chartered Financial Planners Limited

    Hollinswood and randlay
    FCA verified
    If you are currently concerned about the impact of coronavirus on your pensions and investments were here to help. We have the facility to provide advice remotely or just put your mind at rest.
    56
    £50k+
    Can help with
    Pensions & retirement
  • Thursfield & Co Personal Financial Planning

    Hollinswood and randlay
    FCA verified
    Hello my name is Tony. I am the Principal of Thursfield & Co Personal Financial Planning. We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
    162
    £50k+
    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.

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