Top 20 Independent Financial Advisers in Waterlooville

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  • Ascot Lloyd

    Waterlooville
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    < 10
    £50k+
    7.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Waterlooville
    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.
    42
    £100k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Unity Wealth Management

    Waterlooville
    We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
    22
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Temple Wealth Management Ltd

    Waterlooville
    Our priority is to understand your financial goals and offer advice on products, based on full research, that enables you to reach those goals.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Compass Wealth Management Consultants Ltd

    Waterlooville
    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.
    101
    £100k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chris Poynton

    Waterlooville
    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.
    26
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Jupp Castle Financial Services Ltd

    Waterlooville
    Specialists in pensions, investments, tax planning, mortgages and protection plans. We also have a linked accountancy practice
    141
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Temple Wealth Management

    Havant
    Looking for Independent Financial Advice for pensions and/or investment planning then you are at the right place. Your first meeting is at no cost to you, to find out more the please contact David Rackham IFA on <phone number hidden>.
    16
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours & Partners

    Horndean
    29
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Milestone Financial Planning

    Havant
    We are a truly independent, forward thinking company. We have expertise in complex planning, including Defined Benefit transfers, through to Inheritance Tax mitigation, firmly placing your interests at the heart of our business.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • James Hunter

    Rowlands castle
    I specialise in building long lasting relationships with my clients providing advice based on their goals and aspirations.
    51
    £0+
    7.9
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Danamere

    Havant
    Established over 25 years offering personalised advice in all aspects of financial planning including Pensions, Investments, Protection and workplace benefits.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tempus Wealth

    Havant
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mather and Murray Financial

    Portsmouth
    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
    69
    £0+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Adam McCarthy at True Potential Wealth Management

    Portsmouth
    I put my clients interests and financial goals absolutely at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    22
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Martin Amer - True Potential Wealth Management

    Portsmouth
    My clients benefit from expert, quality, value for money advice, together with access to True Potential’s award winning technology and market leading investment strategies.
    New adviser
    £100k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark Graham Financial Services Ltd

    Horndean
    I believe in forming long-lasting relationships with my clients and providing an ongoing service is vital for achieving their goals
    73
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Keith Whitehead - LJ Financial Planning Ltd

    Portsmouth
    Keith wants to combine his significant investment knowledge in a holistic approach to help his clients achieve their financial goals.
    57
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Primary Financial Solutions Ltd

    Fareham
    We aim to work with you towards what you want to achieve – simple clear advice is key.
    35
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Unity Wealth Management

    Fareham
    We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
    85
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    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.