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

Find the best FCA regulated financial advisers in Fawley. Get expert help near you with pensions, investments, retirement planning and more
Fawley, Buckinghamshire
Marcus Brooks Arcus Wealth

Marcus Brooks Arcus Wealth

Henley on thames
FCA verified
On your side It’s our mission to deliver the best possible solutions for clients and to do this we utilise the latest technology and market-leading products. We invest in this to better serve our clients and create a smoother planning process.
Clients
helped
Recently added
Minimum
wealth
£0+
Can help with
Pensions & retirement
Virtus Financial Planning Limited

Virtus Financial Planning Limited

Henley on thames
FCA verified
Virtus Financial Planning has been providing financial advice for over 4 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
110
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Douglas Steers & Company

Douglas Steers & Company

Henley on thames
FCA verified
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
9695
Minimum
wealth
£50k+
Can help with
Pensions & retirement
The Bridge Financial Planning

The Bridge Financial Planning

Henley on thames
FCA verified
We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
18
Minimum
wealth
£0+
Can help with
Pensions & retirement
Saltus Partners LLP

Saltus Partners LLP

Henley on thames
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.
Clients
helped
966
Minimum
wealth
£250k+
Can help with
Pensions & retirement
The Private Office

The Private Office

Henley on thames
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.
Clients
helped
38122
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Lumin Wealth

Lumin Wealth

Henley on thames
FCA verified
Lumin Wealth is an award-winning Chartered firm and amongst the top financial advisers in the UK. 3,500 families have chosen us as a trusted partner for their wealth management.
Clients
helped
314
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Hartsfield Financial Services Ltd

Hartsfield Financial Services Ltd

Henley on thames
FCA verified
We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
Clients
helped
375
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Titan Wealth International

Titan Wealth International

Henley on thames
FCA verified
AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
Clients
helped
722
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Saltus Partners LLP

Saltus Partners LLP

Lane end
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.
Clients
helped
966
Minimum
wealth
£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.

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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.