Top 10 Independent (IFAs) & Restricted Financial Advisers in Balcombe
Find the best FCA regulated financial advisers in Balcombe. Get expert help near you with pensions, investments, retirement planning and more
McMillan Financial Advice Limited
Ardingly
FCA verified
McMillan Financial Advice collectively have 450+ years of financial industry experience. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to their most important financial issues.
Clients
helped
helped
33
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Eight Financial Advice
Cuckfield
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
helped
263
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
The Private Office
Cuckfield
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
helped
38122
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Lisa Baker Accolade Financial Planning
Cuckfield
FCA verified
We will take the time to get to know you, understand what is important to you and can assist across investments, pensions, at retirement, protection and inheritance tax needs to help you meet your goals.
Clients
helped
helped
23
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
CB Financial Advisers LLP
Cuckfield
FCA verified
Whether you are a young family seeking protection against life’s unforeseen events, building a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, we can meet your needs
Clients
helped
helped
152
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Aaron Blackman Financial Planning
Cuckfield
FCA verified
Committed to guiding you through every step of your financial journey. By taking the time to understand your specific circumstances, goals and aspirations, you can expect a customised financial plan that aligns with your vision.
Clients
helped
helped
13
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
3d Financial Planning
Lindfield
FCA verified
3D Financial Planning provide independent financial advice to individualsto help them to build, manage and protect their wealth.
Clients
helped
helped
126
Minimum
wealth
wealth
£250k+
Can help with
Pensions & retirement
Servo Private Wealth
Haywards heath
FCA verified
At Servo Private Wealth, we specialise in working with business owners and their families to protect, preserve, and grow their wealth over the long term.
Clients
helped
helped
< 10
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
Lisa Baker Accolade Financial Planning
Crawley
FCA verified
We will take the time to get to know you, understand what is important to you and can assist across investments, pensions, at retirement, protection and inheritance tax needs to help you meet your goals.
Clients
helped
helped
23
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Flying Colours Advice
Haywards heath
FCA verified
Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped
helped
19932
Minimum
wealth
wealth
£250k+
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.