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

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  • Unity Wealth Management

    Corhampton and meonstoke
    FCA verified
    We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
    290
    £100k+
    Can help with
    Pensions & retirement

  • Continuum (Financial Services) LLP

    Swanmore
    FCA verified
    Your financial future - are you looking for help to make things more certain for yourself and your family? I'm here to save you time and get your money working for you, minimising your financial risks and shortfalls.
    168
    £100k+
    Can help with
    Pensions & retirement

  • Jamie Hilsdon at Talis IFA

    Twyford
    FCA verified
    Managing your money so you can manage your life - Certified financial planner CFP™ with 20 years of experience providing expertise in retirement planning, investment advice, tax strategies, estate planning & overall management of clients' portfolios
    37
    £100k+
    Can help with
    Pensions & retirement
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  • Unity Wealth Management

    Fair oak and horton heath
    FCA verified
    We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
    290
    £50k+
    Can help with
    Pensions & retirement

  • AJB Wealth

    New alresford
    FCA verified
    We provide wealth management and specialist discretionary investment to private individuals and trustees, both in the UK and internationally.
    19
    £50k+
    Can help with
    Pensions & retirement

  • Oaktree Wealth Management

    Fair oak and horton heath
    FCA verified
    Local, friendly and unbiased Independent Financial Planning service on all aspects of Pensions, Investments and Protection.
    52
    £50k+
    Can help with
    Pensions & retirement

  • Sheraton Financial Planning Ltd

    Wickham
    FCA verified
    Shortlisted by the FT Money Management magazine as At Retirement Planner of the Year for 2017 and Winner in 2018.
    122
    £50k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Winchester
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10322
    £0+
    Can help with
    Pensions & retirement

  • Unity Wealth Management

    Hedge end
    FCA verified
    We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
    290
    £100k+
    Can help with
    Pensions & retirement

  • Jamie Hilsdon at Talis IFA

    Bishopstoke
    FCA verified
    Managing your money so you can manage your life - Certified financial planner CFP™ with 20 years of experience providing expertise in retirement planning, investment advice, tax strategies, estate planning & overall management of clients' portfolios
    37
    £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.

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.