Top 20 Independent Financial Advisers in Waltononthames

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  • Whyte Sharp Independent

    Livingston
    Whether you are looking for individual or business related financial guidance we are here to help. Contact us today for confidential advice.
    < 10
    £20k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Iceni Financial Advisers Limited

    Linton
    We are professional, friendly and helpful. We are passionate about helping our clients achieve their financial goals. We can deal with your enquiry face to face or, in light of the current public health issues, entirely remotely by phone, email and post.
    76
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Exeter
    We're experts, we care, we're here so you can protect the life you love.
    150
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Zenith Independent Wealth Management Limited

    Halifax
    The service offered by Zenith Independent Wealth Management is all about achieving your financial goals – whatever they may be.
    27
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Bristol
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8936
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Acumen Investment and Pension Solutions

    Darlington
    We are totally independent, which means we are not tied or restricted to use any particular provider or product.
    100
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cathedral Financial Management Limited

    Exeter
    We provide independent financial planning and wealth management advice in a clear and approachable way. We listen to your needs and provide you with solutions that suit your personal circumstances.
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    London
    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.
    10984
    £100k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Advanced Asset Consultants

    Paisley
    Chartered practice providing Pension Transfer Specialist advice on a holistic approach incorporating Investments, savings, trusts and estate planning.
    54
    £500k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Pensionexpert4u Limited

    London
    Let us sort out your financial problems. Home visits available weekends/evenings. Free initial meeting
    176
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Carrick Global Wealth Limited

    London
    12
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Smith, Law & Shepherds IFA

    Northwich
    Here at Smith, Law & Shepherds IFA we have advisers that can help in every situation, why not take advantage of our free initial meeting and see first hand what we can do for you.
    651
    £0+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Scott Hanley at True Potential Wealth Management LLP

    Bracknell
    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.
    160
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wingate Financial Planning

    Caterham valley
    We specialise in helping individuals and families with their retirement plans. We have been in Caterham since 2002, and, due to Coronavirus, can offer meetings in our newly-refurbished offices, online or telephone to suit.
    88
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mather and Murray Financial

    Burbage
    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
    1271
    £0+
    8.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Oakfield Lee Financial Planning

    Bathampton
    Creating Financial Security, Happiness and Wealth for you and your family.
    10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Windsor
    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.
    11860
    £100k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • JPA Financial Services Ltd

    Kingswinford
    At JPA we specialise in advice for Individuals We take the time to understand you, and your plans for the future, and will help you understand your options, so that you can then decide the best route to take to reach your goals.
    101
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory Ltd

    Croughton
    Creating, managing and protecting your wealth the intelligent way
    483
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    London
    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.
    11860
    £100k+
    9.3
    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.