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

Find the best FCA regulated financial advisers in Shedfield. Get expert help near you with pensions, investments, retirement planning and more
Shedfield, Winchester, Hampshire
Saltus Partners LLP

Saltus Partners LLP

Wickham
Initial consultation free
FCA verified
Independent
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
1074
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+19
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Oaktree Wealth Management

Oaktree Wealth Management

Bishops waltham
Initial consultation free
FCA verified
Independent
Local, friendly and unbiased Independent Financial Planning service on all aspects of Pensions, Investments and Protection.
Clients
helped
66
Minimum
wealth
£50k+
Meet the team
Ben Thorpe
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Unique Financial

Unique Financial

Bishops waltham
Initial consultation free
FCA verified
Independent
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
190
Minimum
wealth
£100k+
Meet the team
Darren Butler
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
The Private Office

The Private Office

Bishops waltham
Initial consultation free
FCA verified
Independent
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
40100
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+47
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
Unity Wealth Management

Unity Wealth Management

Wickham
Initial consultation free
FCA verified
Independent
We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
Clients
helped
388
Minimum
wealth
£250k+
Meet the team
Greg Simkin
Sarah Simkin
Jackie Matthews
Yvonne Bartlett
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
Advanta Wealth

Advanta Wealth

Fareham
Initial consultation free
FCA verified
Independent
With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped
1073
Minimum
wealth
£250k+
Meet the team
Matthew Young
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Beals Wealth Management.

Beals Wealth Management.

Whiteley
Initial consultation free
FCA verified
Restricted
Trusted financial advice with 30+ years experience. Our expert advisers offer no-obligation consultations - by phone, video or in person. We cover the whole UK: mortgages, pensions, investments, & protection all tailored to your financial goals.
Clients
helped
920
Minimum
wealth
£0+
Meet the team
Paul Janes
James Grant
Mark Hurst
Christine Poynter
Daniel Pyle
+14
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Gabriel Hooton  De Mellow & Co Ltd

Gabriel Hooton De Mellow & Co Ltd

Hedge end
Initial consultation free
FCA verified
Restricted
De Mellow & Co Financial Planning has been providing financial advice for over 35 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.
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Gabriel Hooton
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Unity Wealth Management

Unity Wealth Management

Hedge end
Initial consultation free
FCA verified
Independent
We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
Clients
helped
388
Minimum
wealth
£100k+
Meet the team
Greg Simkin
Sarah Simkin
Jackie Matthews
Yvonne Bartlett
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
Unique Financial

Unique Financial

Fareham
Initial consultation free
FCA verified
Independent
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
190
Minimum
wealth
£100k+
Meet the team
Gavin Rampton
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Frequently Asked Questions about Financial Advisers in Shedfield