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

Find the best FCA regulated financial advisers in Swanbourne. Get expert help near you with pensions, investments, retirement planning and more

ASC Financial Solutions

Winslow

FCA verified

Independent Financial Advisers providing quality advice specialising in pension/retirement planning options and building investment portfolios to generate growth/income.

Clients
helped

128

Minimum
wealth

£50k+

Can help with

Pensions & retirement

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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

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James Gregory at True Potential Wealth Management

Shenley brook end

FCA verified

As a Charted Financial Planner, I specialise in pre- and post-retirement planning, including pension consolidation, savings and investments, and estate planning.

Clients
helped

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Eight Financial Advice

Shenley brook end

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

263

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Secure FP

Shenley brook end

FCA verified

Secure Your Financial Future with Expert Guidance. Tailored financial planning, investment strategies, and retirement solutions designed to help you achieve your goals.

Clients
helped

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Ridgeways Chartered Financial Planners

Soulbury

FCA verified

We strive to deliver an outstanding client experience whilst meeting our clients financial needs.

Clients
helped

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Sara Branca - True Potential Wealth Management

Shenley brook end

FCA verified

I provide holistic financial advice and by taking the appropriate time to get to know each clients’ circumstances, I am able to develop tailored and personalised plans. Contact me for a no obligation chat and let's get your finances on the right track!

Clients
helped

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

MPI Financial Advice

West bletchley

FCA verified

We provide a free update & advice service to help you understand your plans.

Clients
helped

8051

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Secure FP

Stoke hammond

FCA verified

Secure Your Financial Future with Expert Guidance. Tailored financial planning, investment strategies, and retirement solutions designed to help you achieve your goals.

Clients
helped

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Bracewell Financial Solutions

Bletchley and fenny stratford

FCA verified

Want to move house, get a better mortgage rate or just want to what your options are? I can show you your best option and complete the whole process with you with our first meeting completely free, this can be done over the phone or in person.

Clients
helped

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.