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

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  • Finsbridge Financial Planning

    Halstead
    FCA verified
    We are a Chartered Financial Planning firm, providing evidence based independent financial planning, mortgage, insurance and tax advice to private clients, trusts and small businesses. We have offices in London Kent, Surrey, Essex, Berks and Hants.
    415
    £50k+
    Can help with
    Pensions & retirement
  • The Private Office

    Orpington
    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.
    26554
    £100k+
    Can help with
    Pensions & retirement
  • Saltus Partners LLP

    Otford
    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.
    342
    £250k+
    Can help with
    Pensions & retirement
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  • Douglas Steers & Company

    Orpington
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4454
    £50k+
    Can help with
    Pensions & retirement
  • Empower Partners LLP

    Sevenoaks
    FCA verified
    Local adviser based in Orpington, with over 25 years' experience helping people maximise the financial opportunities available to them. Common sense advice, focussing on reducing your investing costs and giving you peace of mind that you're on track.
    38
    £250k+
    Can help with
    Pensions & retirement
  • Kieran Hartnett - True Potential Wealth Management

    Orpington
    FCA verified
    Many of my clients have been clients since the early 1990's which hopefully is a testament to my beliefs.
    46
    £50k+
    Can help with
    Pensions & retirement
  • Saltus Partners LLP

    Orpington
    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.
    342
    £250k+
    Can help with
    Pensions & retirement
  • Advanta Wealth

    Orpington
    FCA verified
    Advanta Wealth builds tailored solutions which look to maximise returns and manage volatility in line with specific objectives and appetite for risk.
    87
    £100k+
    Can help with
    Pensions & retirement
  • Levi Bonnet - CS Financial Group Ltd

    Orpington
    FCA verified
    Here to give comprehensive advise to create lasting financial Solutions.
    30
    £0+
    Can help with
    Pensions & retirement
  • Chantler Kent Investments

    Orpington
    FCA verified
    We are still available to help you with your enquiries during these unprecedented times due to the Coronavirus outbreak. We can hold meetings remotely via Skype or Zoom & all paperwork can be emailed or scanned over. We are friendly, approachable advisers offering sound financial advice. We will provide you with advice in plain English that you can understand
    167
    £0+
    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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