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Top 10 Independent (IFAs) & Restricted Financial Advisers in East Dean

Find the best FCA regulated financial advisers in East Dean. Get expert help near you with pensions, investments, retirement planning and more
East Dean, Test Valley, Hampshire
Eight Financial Advice

Eight Financial Advice

Wellow
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
Clients
helped
< 10
Minimum
wealth
£0+
Can help with
Business
Alan Gledhill at Aitana Financial Services

Alan Gledhill at Aitana Financial Services

Alderbury
FCA verified
Our mission is to provide an exceptional financial planning service with a professional and compassionate approach.
Clients
helped
221
Minimum
wealth
£0+
Can help with
Pensions & retirement
Copper-Plate IFA

Copper-Plate IFA

Alderbury
FCA verified
Our advice is based on listening to your needs and objectives and then creating with you a comprehensive financial plan
Clients
helped
317
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Walker Wealth Management Limited

Walker Wealth Management Limited

Alderbury
FCA verified
Walker Wealth Management have been providing financial advice for over 11 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
32
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Ascot Lloyd

Ascot Lloyd

Alderbury
FCA verified
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1727
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Eight Financial Advice

Eight Financial Advice

Alderbury
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
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
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
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
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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