Top 20 Independent Financial Advisers in White Waltham

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  • Paul Skelly - 2Plan Wealth Management Ltd

    White waltham
    61
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bournebridge Financial Services

    White waltham
    A City based independent financial planning firm, offering a highly personalised service built around your needs
    11
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Pyrford Financial Planning

    Maidenhead
    If you are planning for, at, or in early retirement, we help people just like you identify, achieve and maintain their desired lifestyles without fear of running out of money.
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Maidenhead
    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.
    62
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carrick Global Wealth Ltd

    Maidenhead
    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.
    23
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Brilliance Financial Planning

    Maidenhead
    We are highly approachable and happy to discuss your needs and options informally. Call us today for a chat!
    21
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • D M Cager (Financial Services) Limited

    Maidenhead
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Succession Wealth

    Amersham
    Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial video call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
    22
    £250k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Coffey Tomkins Financial Services Ltd

    Maidenhead
    18
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Greg Charlton - True Potential Wealth Management

    Henley on thames
    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.
    15
    £100k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • H B Dobbin Financial Planning Limited

    Maidenhead
    HB Dobbin are Independent Financial Advisers (est 1948). We provide tailored financial planning and investment advice to individuals, trustees,and companies.
    11
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fixmypension.Com

    Maidenhead
    Pensions specialists with 40 years’ experience, no enquiry too big or too small. All types of pension queries considered.
    189
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd

    Reading
    Providing experienced financial advice remotely - when it comes to pensions, investments, protection and retirement planning, we aim to give honest and robust advice. We take responsibility over future years to ensure our advice is right for you and your family
    42
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Berkshire IFA

    Winnersh
    Coronavirus 2021 Update - we are open and can conduct Video Meeetings. We are an Independent Financial Advisers offering bespoke advice for pensions, investments, company pension transfers, final salary pensions, mortgages and inheritance tax planning.
    138
    £100k+
    8.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Berkshire IFA

    Winnersh
    Coronavirus 2021 Update - we are open and can conduct Video Meeetings. We are an Independent Financial Advisers offering bespoke advice for pensions, investments, company pension transfers, final salary pensions, mortgages and inheritance tax planning.
    138
    £100k+
    8.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • A&J Wealth Management Ltd

    Cookham
    A&J Wealth Management have been offering personal, financial and wealth management advice to clients for over 30 years.
    55
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Executive Advisory Services Limited

    Cookham
    We offer friendly and responsible advice to both individuals and companies
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tilney

    Bracknell
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carrick Global Wealth Ltd

    Burnham
    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.
    21
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management LLP

    Woking
    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.
    12
    £250k+
    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.