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

Find the best FCA regulated financial advisers in Wormshill. Get expert help near you with pensions, investments, retirement planning and more
Wormshill, Maidstone, Kent
Leagold Miller

Leagold Miller

Bredgar
FCA verified
“As trusted advisers to our clients for over 100 years, our ethos and level of client service continues today. At Leagold Miller our advisers look to provide you with Independent whole of market advice across all areas of your financial planning journey (Retirement Planning, Investment Planning and Protecting your family). We understand that the world of financial planning can be a difficult journey for many people, which is why our professional advisers will always go the extra mile to help educate you on your financial planning matters. We pride ourselves on holding your hand along your journey.”
Clients
helped
103
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Archgate Wealth (IFA)

Archgate Wealth (IFA)

Lenham
FCA verified
What makes us truly different is the freedom to always put our clients first, without conflicts, targets or product bias. Our advice is underpinned by independence, transparency, and a focus on long-term value and shared success.
Clients
helped
17
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Douglas Steers & Company

Douglas Steers & Company

Borden
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
Tetra Financial Planning

Tetra Financial Planning

Sittingbourne
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
Douglas Steers & Company

Douglas Steers & Company

Sittingbourne
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
Retirement Solutions (UK) Ltd

Retirement Solutions (UK) Ltd

Sittingbourne
FCA verified
We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers.
Clients
helped
5951
Minimum
wealth
£0+
Can help with
Pensions & retirement
Consolidare Wealth Management Ltd.

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
Tideway Wealth Management

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
29
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Douglas Steers & Company

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
The Private Office

The Private Office

Detling
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
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.