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

Find the best FCA regulated financial advisers in Medmenham. Get expert help near you with pensions, investments, retirement planning and more
Medmenham, Buckinghamshire
Saltus Partners LLP

Saltus Partners LLP

Marlow
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
Vivid Financial Planning Limited

Vivid Financial Planning Limited

Hurley
FCA verified
Vivid Financial Planning is a forward-thinking wealth management firm. We partner with ambitious professionals and time-pressed business owners, delivering bespoke financial strategies that free you to concentrate on what truly matters.
Clients
helped
37
Minimum
wealth
£150k+
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
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
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
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
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
Eight Financial Advice

Eight Financial Advice

Marlow
FCA verified
Eight Financial Advice has been providing advice for over 20 years as a partner practice of St. James’s Place. We provide broad-based advice, mainly to directors, professionals and retirees, helping them with practical financial planning solutions.
Clients
helped
279
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Vivid Financial Planning Limited

Vivid Financial Planning Limited

Bisham
FCA verified
Vivid Financial Planning is a forward-thinking wealth management firm. We partner with ambitious professionals and time-pressed business owners, delivering bespoke financial strategies that free you to concentrate on what truly matters.
Clients
helped
37
Minimum
wealth
£150k+
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
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.