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

Find the best FCA regulated financial advisers in Bolney. Get expert help near you with pensions, investments, retirement planning and more.
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  • Hallett Wealth Management

    Bolney
    FCA verified
    I have worked in investment management for over 30 years and since I joined SJP have very much enjoyed helping my Clients by understanding what's important to them and delivering practical solutions for the financial issues that concern them the most.
    < 10
    £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
    149
    £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.
    10
    £0+
    Can help with
    Pensions & retirement
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  • The Private Office

    Cuckfield
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face-to-face meeting we are offering online and telephone advice.
    37175
    £100k+
    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.
    179
    £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.
    17
    £50k+
    Can help with
    Pensions & retirement

  • Pembroke Financial Services Ltd

    Cuckfield
    FCA verified
    A service that's right From your initial, no-obligation discussion with your Planner, we gather the information to establish where you would ‘fit best’ to ensure that you benefit from the service you receive in accordance with your personal circumstances.
    479
    £150k+
    Can help with
    Pensions & retirement

  • M&G Wealth Advice

    Haywards heath
    FCA verified
    We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
    1984
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Burgess hill
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face-to-face meeting we are offering online and telephone advice.
    37175
    £100k+
    Can help with
    Pensions & retirement

  • Invictus Wealth Consultants Limited

    Hurstpierpoint and sayers common
    FCA verified
    Invictus Wealth Consultants has been providing trusted financial advice for over 15 years. We have helped over a 1000 clients achieve financial clarity and confidence for themselves, their businesses and their family.
    Recently added
    £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.