Top 10 Independent (IFAs) & Restricted Financial Advisers in Upper Beeding

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

My Pension Expert

Steyning

FCA verified

We’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.

Clients
helped

653

Minimum
wealth

£0+

Can help with

Pensions & retirement

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Sequel Financial Planning UK Ltd

Steyning

FCA verified

We are proud to be a partner of M&G Wealth Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Fairstone Group

Shoreham by sea

FCA verified

Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"

Clients
helped

14503

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Bluecoat Wealth Management Ltd

Shoreham by sea

FCA verified

We believe that aligning values and wealth protects families for generations, which is why we help to create legacies that shape and leave a better world.

Clients
helped

356

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Humboldt Financial

Shoreham by sea

FCA verified

As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.

Clients
helped

2448

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

The Private Office

Lancing

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

Start enquiry View profile

Eight Financial Advice

Shoreham by sea

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

Douglas Steers & Company

Shoreham by sea

FCA verified

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

Clients
helped

9695

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

My Pension Expert

Lancing

FCA verified

Clients
helped

653

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Piccadilly Wealth Management

Henfield

FCA verified

Friendly, expert, regulated advice over the telephone, video call or face to face.

Clients
helped

246

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.