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

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  • Humboldt Financial

    Waterlooville
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    4871
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Waterlooville
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    26908
    £100k+
    Can help with
    Pensions & retirement

  • Solent Financial Services Ltd

    Waterlooville
    FCA verified
    Solent Financial Services Ltd is a family run business providing traditional values such as, honesty, integrity and professionalism.
    29
    £50k+
    Can help with
    Pensions & retirement
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  • Temple Wealth Management Ltd

    Waterlooville
    FCA verified
    Our priority is to understand your financial goals and offer advice on products, based on full research, that enables you to reach those goals.
    15
    £50k+
    Can help with
    Pensions & retirement

  • Unity Wealth Management

    Waterlooville
    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

  • Hartsfield Financial Services

    Waterlooville
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1367
    £150k+
    Can help with
    Pensions & retirement

  • Argentis Wealth Management Ltd

    Waterlooville
    FCA verified
    I take time to understand your financial priorities and will work with you to help you achieve them. I'm available to discuss your needs either face-to-face or via Zoom. You will have access to a client portal where we can exchange information securely.
    157
    £50k+
    Can help with
    Pensions & retirement

  • Sheraton Financial Planning Ltd

    Waterlooville
    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

  • Jupp Castle Financial Services Ltd

    Waterlooville
    FCA verified
    Specialists in pensions, investments, tax planning, mortgages and protection plans. We also have a linked accountancy practice
    143
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Havant
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    26906
    £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.