Top 10 Independent (IFAs) & Restricted Financial Advisers in Great Haseley

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

Evelyn Partners

Stadhampton

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

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Dominic Newland Intelligent Financial Advisory

Thame

FCA verified

Pensions, Investments, Inheritance, and Insurance – Expert, independent advice tailored for you.

Clients
helped

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Yellow Bear Financial Consultancy

Garsington

FCA verified

Offices in Bucks and Oxfordshire. We offer a modern and friendly approach to the complex area of financial planning.

Clients
helped

112

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Montpellier Asset Management

Garsington

FCA verified

A trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.

Clients
helped

218

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Altura Wealth Management

Thame

FCA verified

With over 25 years’ experience, I help business owners, professionals and retirees make confident financial decisions — from structuring assets to planning retirement — with clear advice, technical know-how and practical insight.

Clients
helped

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Fabrizio Armieri at True Potential Wealth Management

Thame

FCA verified

With True Potential Wealth Management, you will benefit from quality, bespoke financial advice that focuses on your personal goals and aspirations, helping you do more with your money.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Roseum Financial Planning

Thame

FCA verified

Bespoke, clear, compliant, and inclusive financial advice. Every financial plan is lovingly hand-crafted in-house, from scratch, with passion.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Eight Financial Advice

Thame

FCA verified

Eight Financial Advice has been providing advice for over 20 years as a partner practice of St. James’s Place. We provide broad-based advice, mainly to directors, professionals and retirees, helping them with practical financial planning solutions.

Clients
helped

263

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Richard Lent at Continuum Financial Services

Watlington

FCA verified

Am focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be very daunting but I aim to make this process clearer and uncomplicated.

Clients
helped

101

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Advies Wealth Ltd

Watlington

FCA verified

We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.

Clients
helped

402

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

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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.