Top 20 Independent Financial Advisers in Winchester

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  • Atticus Financial Planning Ltd

    Winchester
    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.
    New adviser
    £250k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Winchester
    Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
    34
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • P F M Associates Limited

    Winchester
    Chartered firm who are passionate about helping people organise their financial affairs to achieve all of their objectives.
    71
    £0+
    7.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chris Poynton

    Winchester
    Chris is a highly experienced Chartered Financial Planner who prides himself on his ability to help his customers achieve their financial goals. He provides advice to both personal and business customers throughout the South of England.
    23
    £0+
    8.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Greg Charlton - True Potential Wealth Management

    Winchester
    I have over 15 years experience within the financial services industry, putting my clients ambitions and needs at the core of my advice. If you want clear, concise, straight-forward financial expertise and a guiding hand, please do get in touch.
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Winchester
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
    202
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • VJT Wealth Management Ltd

    Winchester
    Independent financial advice, professional, experienced, friendly and reliable.
    10
    £500k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Collingbourne Wealth Management Ltd

    Winchester
    Wealth Management and Financial Planning experts for high net-worth families and SME business owners in Hampshire.
    13
    £1m+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Accudo Investments Limited

    Winchester
    Friendly and competent service to help you put your finances and investments in order and plan for a comfortable retirement.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Financial planning
  • Sanctuary Wealth Planning

    Winchester
    I provide clear, trusted and independent financial advice to private clients and small businesses.
    10
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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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.