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

Find the best FCA regulated financial advisers in Waterstock. Get expert help near you with pensions, investments, retirement planning and more.
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  • Dominic Newland Intelligent Financial Advisory

    Thame
    FCA verified
    Pensions, Investments, Inheritance, and Insurance – Expert, independent advice tailored for you.
    34
    £0+
    Can help with
    Pensions & retirement

  • 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.
    48
    £50k+
    Can help with
    Pensions & retirement

  • 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.
    15
    £100k+
    Can help with
    Pensions & retirement
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  • Simon Hill True Potential LLP

    Thame
    FCA verified
    A more personal approach to your money management. Your long-term goals are unique to you, which is why we’ll design a financial plan that’s personalised for your circumstances and aspirations.
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • 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.
    74
    £50k+
    Can help with
    Pensions & retirement

  • 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.
    111
    £100k+
    Can help with
    Pensions & retirement

  • 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.
    179
    £150k+
    Can help with
    Pensions & retirement

  • 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.
    208
    £250k+
    Can help with
    Pensions & retirement

  • 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."
    602
    £500k+
    Can help with
    Pensions & retirement

  • MPI Financial Advice

    Risinghurst and sandhills
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    7645
    £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.

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.