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

Find the best FCA regulated financial advisers in Braishfield. Get expert help near you with pensions, investments, retirement planning and more
Braishfield, Test Valley, Hampshire
Steve Harris at True Potential Wealth Management

Steve Harris at True Potential Wealth Management

Romsey
FCA verified
Ensuring that your finances are being looked after and managed effectively, from an investment and tax perspective, is vitally important. Mistakes can be costly. This is where my knowledge and expertise can help you achieve your financial dreams.
Clients
helped
206
Minimum
wealth
£100k+
Can help with
Pensions & retirement
John Fogg Financial Planning

John Fogg Financial Planning

Romsey
FCA verified
Financial planning is a partnership and my approach reflects that. After many years working in the financial services sector, as a relationship manager, I understand the benefits of having a trusted Adviser to lean on.
Clients
helped
Recently added
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Unity Wealth Management

Unity Wealth Management

Romsey
FCA verified
We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
Clients
helped
377
Minimum
wealth
£100k+
Can help with
Pensions & retirement
JM Finn

JM Finn

Romsey
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
60
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Advies Wealth Ltd

Advies Wealth Ltd

Romsey
FCA verified
We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.
Clients
helped
402
Minimum
wealth
£50k+
Can help with
Pensions & retirement
The Private Office

The Private Office

Romsey
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
Saltus Partners LLP

Saltus Partners LLP

Hursley
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
AJB Wealth

AJB Wealth

Ashley
FCA verified
We provide wealth management and specialist discretionary investment to private individuals and trustees, both in the UK and internationally.
Clients
helped
101
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Saltus Partners LLP

Saltus Partners LLP

Chandlers ford
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
Merdon Financial

Merdon Financial

Chandlers ford
FCA verified
Providing clients with professional and transparent advice through holistic financial planning and solutions tailored to their needs and objectives.
Clients
helped
39
Minimum
wealth
£0+
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.