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

Find the best FCA regulated financial advisers in Otham. Get expert help near you with pensions, investments, retirement planning and more

Tideway Wealth Management

Bearsted

FCA verified

Tideway is an independent, privately owned boutique firm offering financial advice and wealth management. We focus on clear strategies and transparent solutions, helping you achieve your financial goals with confidence.

Clients
helped

Minimum
wealth

£500k+

Can help with

Pensions & retirement

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Evelyn Partners

Maidstone

FCA verified

"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."

Clients
helped

741

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

Consolidare Wealth Management Ltd.

Langley

FCA verified

A Chartered Financial Planner providing clear, impartial and independent advice. Discussions can be held in person, via email or over the phone.

Clients
helped

109

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Douglas Steers & Company

Langley

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

Start enquiry View profile

Neil Dawson - True Potential Wealth Management

Maidstone

FCA verified

I have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.

Clients
helped

123

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

H&D Financial Planning Ltd

Boxley

FCA verified

H&D Wealth prides itself on maintaining its core values as it continues to serve the local community

Clients
helped

114

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Tetra Financial Planning

Maidstone

FCA verified

At Tetra, we follow a four-pillar approach to financial planning designed to help local individuals and businesses build, grow, and protect their wealth.

Clients
helped

318

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

The Private Office

Maidstone

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

Start enquiry View profile

Bullivant Wealth Management Ltd

Maidstone

FCA verified

Bullivant Wealth Management Ltd have been providing financial advice for over 25 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

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Douglas Steers & Company

Maidstone

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

Start enquiry View profile

Show only advisers available for contact

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.