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

Find the best FCA regulated financial advisers in Shoreham. Get expert help near you with pensions, investments, retirement planning and more
Shoreham, Sevenoaks, Kent
Saltus Partners LLP

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.
Clients
helped
966
Minimum
wealth
£250k+
Can help with
Pensions & retirement
The Private Office

The Private Office

Halstead
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
Richard Cox Wealth Management

Richard Cox Wealth Management

Kemsing
FCA verified
Richard Cox Wealth Management have been providing financial advice for over 6 years. We provide financial advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
< 10
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Pall Mall Financial Independence Limited

Pall Mall Financial Independence Limited

Orpington
FCA verified
Wealth Management, Pension Consolidation & Simplification, ISA's, Investments, Retirement Planning, Inheritance Tax Planning, Discretionary Fund Management, Annuities, Equity Release
Clients
helped
< 10
Minimum
wealth
£0+
Can help with
Pensions & retirement
The Private Office

The Private Office

Orpington
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
Douglas Steers & Company

Douglas Steers & Company

Horton kirby and south darenth
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
Douglas Steers & Company

Douglas Steers & Company

West kingsdown
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
Lee Jones - Julian Harris Financial Consultants

Lee Jones - Julian Harris Financial Consultants

Sevenoaks
FCA verified
Lee is adept in providing completely Independent and Impartial Financial Advice across the whole marketplace to clients on their pensions, investments, and protection requirements.
Clients
helped
48
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Nathan Emslie M&G

Nathan Emslie M&G

Sevenoaks
FCA verified
As a restricted holistic financial adviser, I simplify pensions, investments, protection & estate planning. Clear, jargon‑free advice tailored to your goals, so you can make confident decisions and secure the future you want.
Clients
helped
11
Minimum
wealth
£0+
Can help with
Pensions & retirement
MPI Financial Advice

MPI Financial Advice

Sevenoaks
FCA verified
We provide a free update & advice service to help you understand your plans.
Clients
helped
8051
Minimum
wealth
£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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