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Top 10 Independent (IFAs) & Restricted Financial Advisers in Wootton St Lawrence

Find the best FCA regulated financial advisers in Wootton St Lawrence. Get expert help near you with pensions, investments, retirement planning and more
Wootton St Lawrence, Basingstoke And Deane, Hampshire
Brilliance Financial Planning

Brilliance Financial Planning

Rooksdown
FCA verified
We are highly approachable and happy to discuss your needs and options informally. Drop us a line to arrange a chat, free of charge.
Clients
helped
588
Minimum
wealth
£0+
Can help with
Pensions & retirement
The Private Office

The Private Office

Basingstoke
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
Flying Colours Advice

Flying Colours Advice

Basingstoke
FCA verified
Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped
19932
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Douglas Steers & Company

Douglas Steers & Company

Basingstoke
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
Hartsfield Financial Services Ltd

Hartsfield Financial Services Ltd

Oakley
FCA verified
We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
Clients
helped
375
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Hartsfield Financial Services Ltd

Hartsfield Financial Services Ltd

Basingstoke
FCA verified
We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
Clients
helped
375
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Alex Hawker at True Potential

Alex Hawker at True Potential

Basingstoke
FCA verified
I am a specialist in investment strategy, tax efficiency & pension & retirement planning, including Defined Benefit/Final Salary transfers, consolidation of pension pots, drawdown & tax-free cash release. Please get in touch & I will be delighted to help.
Clients
helped
41
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Blacktower Financial Management

Blacktower Financial Management

Basingstoke
FCA verified
We have celebrated more than 30 successful years empowering clients worldwide to live life to the fullest through clarity and confidence in their finances.
Clients
helped
173
Minimum
wealth
£50k+
Can help with
Pensions & retirement
In Partnership

In Partnership

Basingstoke
FCA verified
We offer Independent Financial Advice and offer every client a bespoke solution to their needs. All 1st consultations are free so there is nothing to lose and everything to gain.
Clients
helped
1005
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Roseum Financial Planning

Roseum Financial Planning

Basingstoke
FCA verified
Bespoke, clear, compliant, and inclusive financial advice. Every financial plan is lovingly hand-crafted in-house, from scratch, with passion.
Clients
helped
76
Minimum
wealth
£50k+
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.

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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.