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

Find the best FCA regulated financial advisers in Mixbury. Get expert help near you with pensions, investments, retirement planning and more
Mixbury, Cherwell, Oxfordshire
Richard Gillies at Quilter Financial Advisers

Richard Gillies at Quilter Financial Advisers

Brackley
FCA verified
If you're seeking financial guidance, I can help. I am passionate about helping people to realise their financial goals and objectives and assisting them in attaining financial freedom.
Clients
helped
< 10
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Evelyn Partners

Evelyn Partners

Newton purcell and shelswell
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
The Private Office

The Private Office

Brackley
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
Evelyn Partners

Evelyn Partners

Brackley
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
The Private Office

The Private Office

Tingewick
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
Intelligent Financial Advisory Ltd

Intelligent Financial Advisory Ltd

Croughton
FCA verified
Creating, managing and protecting your wealth the intelligent way
Clients
helped
992
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Eight Financial Advice

Eight Financial Advice

Stratton audley
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
Garry Gregory at True Potential Wealth Management LLP

Garry Gregory at True Potential Wealth Management LLP

Buckingham
FCA verified
As a Partner and Wealth Manager at Gregory Wealth Management LLP, I help to provide our clients with simple solutions designed to grow their investment portfolio and reduce their liability to inheritance tax and capital gains tax.
Clients
helped
Recently added
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Secure FP

Secure FP

Buckingham
FCA verified
Secure Your Financial Future with Expert Guidance. Tailored financial planning, investment strategies, and retirement solutions designed to help you achieve your goals.
Clients
helped
63
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Sara Branca - True Potential Wealth Management

Sara Branca - True Potential Wealth Management

Buckingham
FCA verified
I provide holistic financial advice and by taking the appropriate time to get to know each clients’ circumstances, I am able to develop tailored and personalised plans. Contact me for a no obligation chat and let's get your finances on the right track!
Clients
helped
35
Minimum
wealth
£100k+
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.