Top 10 Independent (IFAs) & Restricted Financial Advisers in Wivelsfield
Find the best FCA regulated financial advisers in Wivelsfield. Get expert help near you with pensions, investments, retirement planning and more
Douglas Steers & Company
Burgess hill
FCA verified
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
helped
9695
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
The Private Office
Burgess hill
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
helped
38122
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
McMillan Financial Advice Limited
Burgess hill
FCA verified
McMillan Financial Advice collectively have 450+ years of financial industry experience. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to their most important financial issues.
Clients
helped
helped
33
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Aligned Wealth Financial Planning Ltd
Haywards heath
FCA verified
I'm a Chartered Financial Planner with nearly 20 years’ experience. I help clients consolidate pensions, plan effectively for retirement, structure tax-efficient drawdown strategies, grow wealth and ensure they have a robust personalised financial plan.
Clients
helped
helped
16
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Foundation Financial Planning
Haywards heath
FCA verified
Independent Financial Advisers. Investment, trust and retirement options focus. Chartered Adviser, our business is tapped into investment markets. A truly local firm practicing in Haywards Heath for 25 years, serving local and London based clients.
Clients
helped
helped
215
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Hallett Wealth Management
Haywards heath
FCA verified
I have worked in investment management for over 30 years and since I joined SJP have very much enjoyed helping my Clients by understanding what's important to them and delivering practical solutions for the financial issues that concern them the most.
Clients
helped
helped
< 10
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Neil Dawson - True Potential Wealth Management
Haywards heath
FCA verified
I have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.
Clients
helped
helped
123
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Saltus Partners LLP
Burgess hill
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
helped
966
Minimum
wealth
wealth
£250k+
Can help with
Pensions & retirement
Wingate Financial Planning
Haywards heath
FCA verified
We specialise in helping individuals and families with their retirement plans.
We have won numerous awards (which can be seen on our website) for retirement, investment, trust and tax planning as well as, more recently, ethical investing.
Clients
helped
helped
265
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Douglas Steers & Company
Haywards heath
FCA verified
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
helped
9695
Minimum
wealth
wealth
£50k+
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.