Top 10 Independent (IFAs) & Restricted Financial Advisers in Upton

Find the best FCA regulated financial advisers in Upton. Get expert help near you with pensions, investments, retirement planning and more.
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  • Altura Wealth Management

    Aylesbury
    FCA verified
    With over 25 years’ experience, I help business owners, professionals and retirees make confident financial decisions — from structuring assets to planning retirement — with clear advice, technical know-how and practical insight.
    15
    £100k+
    Can help with
    Pensions & retirement

  • Steve Harris at True Potential Wealth Management

    Aylesbury
    FCA verified
    Ensuring that your finances are being looked after and managed effectively, from an investment and tax perspective, is vitally important. Mistakes can be costly. This is where my knowledge and expertise can help you achieve your financial dreams.
    199
    £100k+
    Can help with
    Pensions & retirement

  • Evelyn Partners

    Aylesbury
    FCA verified
    "Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
    628
    £500k+
    Can help with
    Pensions & retirement
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  • Saltus Partners LLP

    Aylesbury
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    917
    £250k+
    Can help with
    Pensions & retirement

  • Evelyn Partners

    Berryfields
    FCA verified
    "Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
    628
    £500k+
    Can help with
    Pensions & retirement

  • The Private Office

    Berryfields
    FCA verified
    Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
    37325
    £100k+
    Can help with
    Pensions & retirement

  • M&G Wealth Advice

    Aylesbury
    FCA verified
    We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
    2045
    £100k+
    Can help with
    Pensions & retirement

  • Blakes Financial Management Ltd

    Aylesbury
    FCA verified
    Our simple principle is always to only provide advice that we would be happy to implement ourselves.
    95
    £0+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management - Jason Lynch

    Aylesbury
    FCA verified
    I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax palnning.
    460
    £100k+
    Can help with
    Pensions & retirement

  • Ridgeways Chartered Financial Planners

    Aylesbury
    FCA verified
    We strive to deliver an outstanding client experience whilst meeting our clients financial needs.
    91
    £250k+
    Can help with
    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.