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

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

Lane Financial Management Ltd

Allbrook and north boyatt

FCA verified

Chartered Financial Planners in Fareham - Personal, Professional and Truly Independent Advice.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Atticus Financial Planning Ltd

Compton and shawford

FCA verified

We believe in the importance of money, not as an end in itself, but as a facilitator of dreams. We charge fixed fees for truly independent advice on retirement, pensions, investments, savings, IHT mitigation, estate planning and protection.

Clients
helped

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Unique Financial

Colden common

FCA verified

Looking for financial advice that puts you first? At Unique Financial, we're not just about numbers—we're about people. Our experienced advisers take the time to understand what's important to you, crafting personalised financial strategies.

Clients
helped

146

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Fairstone Group

Chandlers ford

FCA verified

Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"

Clients
helped

14503

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Douglas Steers & Company

Eastleigh

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

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

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

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

Start enquiry View profile

The Private Office

Chandlers ford

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

Unity Wealth Management

Eastleigh

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

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

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

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.