Top 20 Independent Financial Advisers in Beech

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  • Atticus Financial Planning Ltd

    Alton
    We believe in the importance of money, not as an end in itself, but as a facilitator of dreams. We charge fixed fees for truly independent advice on retirement, pensions, investments, savings, IHT mitigation, estate planning and protection.
    13
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Aspect8

    Chawton
    I take time to understand your financial position thoroughly, I establish your objectives and show you how to achieve them.
    48
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Alton
    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.
    12618
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Murdoch Asset Management

    Alton
    We help private clients strengthen their financial position and enjoy better investment returns through far-reaching professional services. Our first-rate expertise and warm, personal relationships make a tangible and lasting difference for our clients.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Compass Wealth Management Consultants Ltd

    Alton
    I take time to understand your financial priorities and will work with you to help you achieve them. I'm available to discuss your needs over the phone and Zoom. You will have access to a client portal where we can exchange information securely.
    109
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chris Poynton

    Whitehill
    Chris is a fully independent and highly experienced Chartered Financial Planner who prides himself on his ability to help his customers achieve their financial goals. Chris looks after a broad range of customers throughout the South of England.
    65
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Matthew Henderson at Charles Stanley

    Whitehill
    One of the UK's leading wealth managers, Charles Stanley has over 200 years of heritage managing client's investments.
    New adviser
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Financial planning
  • 2plan wealth management

    Greatham
    Our focus is on the provision of independent advice covering investments, pensions, savings, estate planning and protection for private investors, charities and businesses.
    44
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Waverley Financial services

    Basingstoke
    We provide friendly face to face advice with no jargon and deliver quality financial advice at a reasonable cost.
    91
    £0+
    7.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Basingstoke
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9364
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Carrick Global Wealth Ltd

    Basingstoke
    We offer Independent Financial Advice and offer every client a bespoke solution to their needs. All 1st consultations are free so there is nothing to lose and everything to gain.
    453
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Price Ferguson Farnham Ltd

    Basingstoke
    Price Ferguson Farnham Ltd is a small, independent financial advisory firm, based in central Farnham. We have a wealth of experience in dealing with all financial affairs for individuals and small businesses.
    < 10
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Farnham
    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.
    12618
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Protect and Invest Ltd - Sarah Blyth

    Basingstoke
    Chartered Independent Financial Planners covering Newbury, Basingstoke, Reading, Winchester and surrounding areas. We specialise in all aspects of financial planning and provide friendly, easy to understand advice to help you get your finances on track.
    < 10
    £0+
    8.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Atticus Financial Planning Ltd

    Farnham
    We believe in the importance of money, not as an end in itself, but as a facilitator of dreams. We charge fixed fees for truly independent advice on retirement, pensions, investments, savings, IHT mitigation, estate planning and protection.
    13
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Finsbridge Financial Planning

    Headley
    We are a Chartered Financial Planning firm, providing consultancy to our clients to understand the options available to them and how the decisions they make now could impact their financial future. We have offices in Kent, Surrey, Essex, Berks, Hants
    160
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Old basing and lychpit
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5498
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Plutus Wealth Management LLP

    Basingstoke
    Plutus is an award winning Chartered IFA firm providing independent financial advice and mortgage advice.
    78
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Basingstoke
    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.
    12618
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Hook
    We're experts, we care, we're here so you can protect the life you love.
    198
    £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.