Top 20 Independent Financial Advisers in Calvert Green

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  • ASC Financial Solutions

    Winslow
    Independent Financial Advisers providing quality advice specialising in pension/retirement planning options and building investment portfolios to generate growth/income.
    12
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Financial planning
  • The Private Office

    Tingewick
    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.
    12503
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • SG Financial Services

    Bicester
    Providing logical, intelligent financial solutions that reflect your individual requirements is the hallmark of my financial advice.
    47
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • John Humphries - Continuum Financial Services LLP

    Bicester
    Friendly, local, Chartered Financial Planner - IFA; providing unbiased financial planning in a clear and easy to understand way. With over 30 years experience, I provide pension and investment advice in whatever way that suits you best.
    47
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Bicester
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9296
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lighthouse Financial Advice - Laura Hobbs

    Little horwood
    Offering comprehensive lifestyle financial planning for pensions, investments and protection. Helping clients achieve their goals, aspirations and objectives by developing a bespoke financial plan, giving you peace of mind in your various stages in life .
    New adviser
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ridgeways Chartered Financial Planners

    Aylesbury
    We strive to deliver an outstanding client experience whilst meeting our clients financial needs.
    44
    £250k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory Ltd

    Croughton
    Creating, managing and protecting your wealth the intelligent way
    507
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Oxford Advisory Partnership Ltd

    Weston on the green
    We look to build a long lasting, professional relationship with each and every one of our clients, to guide them through their financial journey and provide priceless peace of mind.
    57
    £250k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Bierton and broughton
    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.
    12503
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • John Humphries - Continuum Financial Services LLP

    Thame
    Friendly, local, Chartered Financial Planner - IFA; providing unbiased advice in a clear and simple fashion. With over 30 years experience I provide pension and investment advice in whatever way that suits you best.
    47
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Blakes Financial Management Ltd

    Stoke mandeville
    Our simple principle is always to only provide advice that we would be happy to implement ourselves.
    91
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Financial Aspirations Lifestyle Planning

    Thame
    Financial Aspirations work exclusively for owners and managers of small and medium sized businesses.
    45
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Berryfields
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5462
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Brilliance Financial Planning

    Aylesbury
    We are highly approachable and happy to discuss your needs and options informally. Call us today for a chat!
    299
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Michael Forward Financial Services Ltd

    Shenley brook end
    We are a small and friendly firm of Independent Financial Advisers specialising in pensions, retirement planning and equity release.
    49
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ridgeways Chartered Financial Planners

    Soulbury
    We strive to deliver an outstanding client experience whilst meeting our clients financial needs.
    44
    £250k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 2plan Wealth Management Ltd.

    Weston turville
    I aim to help you make good decisions about your money – providing clear information to help you achieve your financial goals. Meetings can take place over the web, by telephone or face-to-face, as suits you.
    60
    £0+
    7.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd

    West bletchley
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    237
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    West bletchley
    We're experts, we care, we're here so you can protect the life you love.
    190
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages

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.