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

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

Wren Sterling

Denny lodge

FCA verified

We're an independent national firm with an office in Fareham, offering pension, investments, protection and tax planning advice.

Clients
helped

1854

Minimum
wealth

£50k+

Can help with

Pensions & retirement

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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

Blacktower Financial Management

Hythe and dibden

FCA verified

We have celebrated more than 30 successful years empowering clients worldwide to live life to the fullest through clarity and confidence in their finances.

Clients
helped

173

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

My Pension Expert

Hythe and dibden

FCA verified

We’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.

Clients
helped

653

Minimum
wealth

£0+

Can help with

Pensions & retirement

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Oculus Wealth Management – Sebastian Culpan-Scott

Brockenhurst

FCA verified

We set ourselves apart with a client-first ethos, providing you with clear, strategic advice to help you manage, protect and grow your wealth. With a tailored approach that adapts to your evolving circumstances.

Clients
helped

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

Eight Financial Advice

Brockenhurst

FCA verified

Clients
helped

263

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

The Private Office

Lymington and pennington

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

Start enquiry View profile

Douglas Steers & Company

Lymington and pennington

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

Start enquiry View profile

Saltus Partners LLP

Lymington and pennington

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

Start enquiry View profile

JM Finn

Brockenhurst

FCA verified

A personal approach. We offer a high quality, personalised investment and wealth management services that aim to meet the individual demands of today’s private investors.

Clients
helped

Minimum
wealth

£500k+

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.