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

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  • Quilter Financial Advisers Rob Monckton 452529)

    Chartham
    FCA verified
    Initial consultations are free, call us today!
    10
    £0+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Chilham
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4632
    £50k+
    Can help with
    Pensions & retirement

  • Quilter Financial Advisers Rob Monckton 452529)

    Ashford
    FCA verified
    Initial consultations are free, call us today!
    10
    £0+
    Can help with
    Pensions & retirement
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  • Saltus Partners LLP

    Brabourne
    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.
    363
    £250k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Canterbury
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4632
    £50k+
    Can help with
    Pensions & retirement

  • Kingswood Group

    Canterbury
    FCA verified
    Max is an experienced Chartered Financial Adviser offering holistic financial planning and wealth management services. He specialises with investments, retirement planning and intergenerational wealth/estate planning.
    292
    £50k+
    Can help with
    Pensions & retirement

  • Matthew Warman - Quilter Financial Advisers Ltd

    Canterbury
    FCA verified
    Protection products can give you the peace of mind that your loved ones will be looked after financially if you fall ill or are unable to work. They can also be used to safeguard your business or cover a debt, such as your mortgage.
    < 10
    £0+
    Can help with
    Insurance & protection

  • Douglas Steers & Company

    Ashford
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4632
    £50k+
    Can help with
    Pensions & retirement

  • Pharon Independent Financial Advisers Limited

    Harbledown and rough common
    FCA verified
    We focus on technical excellence and integrity at the heart of our advisory process.
    29
    £50k+
    Can help with
    Pensions & retirement

  • Edward Bond Associates

    Canterbury
    FCA verified
    Personal and professional advice from a Certified Financial Planner. We will work with you to understand your objectives and build a bespoke plan to help you achieve these.
    3779
    £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.

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.