Top 20 Independent Financial Advisers in Bishops Sutton

I'm looking for
I need advice on
Income/Asset value
Find adviser near postcode/city
I prefer to be advised
  • Greg Charlton - True Potential Wealth Management

    Winchester
    I have over 15 years experience within the financial services industry, putting my clients ambitions and needs at the core of my advice. If you want clear, concise, straight-forward financial expertise and a guiding hand, please do get in touch.
    81
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chris Poynton

    Winchester
    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.
    63
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Atticus Financial Planning Ltd

    Winchester
    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
  • VJT Wealth Management Ltd

    Winchester
    Independent financial advice, professional, experienced, friendly and reliable.
    10
    £500k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • PFM Associates Limited

    Winchester
    Chartered firm who are passionate about helping people organise their financial affairs to achieve all of their objectives.
    81
    £0+
    7.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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
  • Collingbourne Wealth Management Ltd

    Winchester
    Wealth Management and Financial Planning experts for high net-worth families and SME business owners in Hampshire.
    14
    £500k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Scott Hanley at True Potential Wealth Management LLP

    Winchester
    Your financial interests, goals and aspirations are of paramount importance and are at the heart of any advice I give. I have a wealth of experience and can assist you with Pensions, including Defined Benefit transfers and Investment Wealth Management.
    164
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Winchester
    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
  • Humboldt Financial

    Winchester
    We do more financial planning in 2 hours, than most do in 7 years
    565
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

    All you need to
    know about
    finding advice

    How to understand your own advice needs and when it’s time to ask an adviser.
    The different ways you can use Unbiased to identify the ideal adviser for you.
  • Milestone Financial Planning

    Winchester
    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.
    146
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Succession Wealth

    Winchester
    Pre & Post Retirement Specialist, 30 years experience, Chartered Financial Planner & Society of Later Life Adviser (SOLLA) . Defined Benefit /Final Salary Pension Transfer FCA GOLD standard service Award
    29
    £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.
    12517
    £100k+
    9.3
    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
  • Fairstone Financial Management Ltd

    Winchester
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5472
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Accudo Investments Limited

    Winchester
    Friendly and competent service to help you put your finances and investments in order and plan for a comfortable retirement.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Financial planning
  • Five Financial Wealth Management

    Alton
    At Five Financial Wealth Management we understand that your financial objectives are as individual as you are. We want to help you achieve your financial goals and plan for your future. We are independent and look to save you time and money.
    104
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Winchester
    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
  • 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.
    107
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Orchard Wealth Ltd

    Twyford
    Helping you manage your wealth and achieve your financial goals.
    20
    £100k+
    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.