Top 10 Independent (IFAs) & Restricted Financial Advisers in Milton Keynes

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  • True Potential Wealth Management - Jason Lynch

    Woughton on the green
    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.
    261
    £100k+
    Can help with
    Pensions & retirement
  • Douglas Steers & Company

    Walton
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4652
    £50k+
    Can help with
    Pensions & retirement
  • Caleb White at The Martin Cliffe Practice

    Campbell park
    FCA verified
    Here at The Martin Cliffe Practice our aim is to provide exceptional service to both private and corporate clients. We build long-standing relationships and appreciate the importance of each client’s individual challenges and aspirations.
    < 10
    £50k+
    Can help with
    Pensions & retirement
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  • Mohammed Fulat at PSA Financial

    Shenley church end
    FCA verified
    We are a firm of Independent Financial Advisers based in Leicestershire offering specialist financial planning in all areas ranging from investment advice to pensions.
    377
    £0+
    Can help with
    Pensions & retirement
  • Douglas Steers & Company

    Wolverton and greenleys
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4652
    £50k+
    Can help with
    Pensions & retirement
  • Neil Dixon at True Potential Weath Management

    Walton
    FCA verified
    A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
    112
    £100k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Milton keynes
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    16985
    £100k+
    Can help with
    Pensions & retirement
  • Humboldt Financial

    Great linford
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    4927
    £50k+
    Can help with
    Pensions & retirement
  • Kellands Chartered Financial Planners

    Great linford
    FCA verified
    Kellands Chartered Financial Planners are independent financial advisers (IFAs) and Wealth Managers, offering quality financial planning and investment advice to both individuals and businesses in Cheshire, Greater Manchester and across the UK.
    28
    £250k+
    Can help with
    Pensions & retirement
  • Mazars Financial Planning Limited

    Shenley church end
    FCA verified
    At Mazars, we believe personal financial planning should be holistic, which is why our private client team consists of experienced experts, including financial planners, wealth managers and tax advisers.
    412
    £150k+
    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?

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