Top 20 Independent Financial Advisers in Bishops Waltham

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  • Oaktree Wealth Management

    Fair oak and horton heath
    Local, friendly and unbiased Independent Financial Planning service on all aspects of Pensions, Investments and Protection.
    31
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Unity Wealth Management

    Fair oak and horton heath
    We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
    139
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Botley
    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.
    12575
    £100k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sheraton Financial Planning Ltd

    Wickham
    Shortlisted by the FT Money Management magazine as At Retirement Planner of the Year for 2017 and Winner in 2018.
    115
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • TFA Trusted Financial Advice

    Wickham
    Our professionally qualified advisers offer independent and un-biased financial and mortgage advice throughout the south and south west of England, ensuring that you receive the right product for your circumstances.
    38
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Hedge end
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9335
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Hedge end
    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.
    12575
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Bishopstoke
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9335
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Redwood Financial Family Wealth & Estate Planners Ltd

    Bishopstoke
    Helping our Clients to Grow, Protect and Enjoy their Wealth.
    < 10
    £50k+
    7.0
    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

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  • Garwood Wealth Management Ltd

    Fareham
    We are dedicated to and value all of our clients. We treat them as individuals with bespoke requirements and provide high quality, independent, financial planning advice. We operate across the south from Bournemouth to Chichester and beyond.
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Unity Wealth Management

    Southampton
    We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
    139
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Eighteen Wealth Planning Limited

    Fareham
    Chartered Financial Planner. Independent and impartial advice. Fees payable only when plans are implemented
    New adviser
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Waterlooville
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9335
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Adam McCarthy at True Potential Wealth Management

    Southampton
    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.
    108
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sheila Tarr Independent Financial Services

    Southampton
    Having worked in the financial services industry for many years, we have come to appreciate the different and wide ranging needs of our clients. We recognise that our success depends on the service we provide for our clients and the reputation we enjoy.
    18
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Martin Amer - True Potential Wealth Management

    Southampton
    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.
    55
    £500k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 2020 Financial

    Southampton
    A boutique firm offering tailored Retirement Planning, Investments and Pension Transfer advice. Defined Benefit Transfer Specialists
    10
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Eighteen Wealth Planning Limited

    Southampton
    Chartered Financial Planner. Independent and impartial advice. Fees payable only when plans are implemented
    < 10
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Prosperity Financial Advisors and Stockbrokers Limited

    Fareham
    "I can't predict the future... but I can prepare for it"
    201
    £50k+
    10.0
    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.