Top 10 Independent (IFAs) & Restricted Financial Advisers in Bishops Caundle
Find the best FCA regulated financial advisers in Bishops Caundle. Get expert help near you with pensions, investments, retirement planning and more

Douglas Steers & Company
Horton kirby and south darenth
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
helped
10239
Minimum
wealth
wealth
£50k+
Meet the team
+6
Can help with
Pensions & retirement
Financial planning
Investments
Savings

Certified Financial Planners, specialising in pensions, investments, retirement & estate planning. Based in Cheshire. Trusted by 100+ clients. Independent Advice. Book your Unbiased Financial Meeting here: <url hidden>
Clients
helped
helped
38
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

Meta Advisors Limited has been providing financial advice for over 12 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
helped
41
Minimum
wealth
wealth
£250k+
Meet the team
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care

As a trusted Financial Adviser and Partner of St. James’s Place, the UK’s largest wealth management company, my role is to listen, understand what you’d like to achieve, and then help build and construct a professional, tailored and robust plan.
Clients
helped
helped
72
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
helped
1034
Minimum
wealth
wealth
£250k+
Meet the team
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

We are highly approachable and happy to discuss your needs and options informally. Drop us a line to arrange a chat, free of charge.
Clients
helped
helped
602
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Business
Long Term Care
Stockbroking services

Through independent & objective analysis covering the whole of market we strive to create financial plans that deliver best in class solutions.
Professional, considered & diligent advice with a strong emphasis delivering exceptional customer service.
Clients
helped
helped
468
Minimum
wealth
wealth
£100k+
Meet the team
S
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

Walden Capital provides inspired financial thinking, bespoke planning and an assured service. We are specialists in managing family wealth and run our own highly effective investment portfolios. We are Pension Transfer specialists, including final salary.
Clients
helped
helped
303
Minimum
wealth
wealth
£500k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Mortgages
Frequently Asked Questions about Financial Advisers in Bishops Caundle

