Top 20 Independent Financial Advisers in Clapton

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  • Philip James Financial Services Ltd

    Fulbrook
    The future or financial advice: it's green and it's digital. We offer a personal service in today’s impersonal world, combined with the benefits of leading edge technology. And we always offer our clients ethical and sustainable investment options.
    35
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Beckford James LLP

    Chedworth
    We provide a structured approach to financial planning, giving clients confidence that they will achieve their financial goals.
    331
    £0+
    7.9
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Succession Wealth

    Evenlode
    Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial video call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
    90
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hall Financial Planning LLP

    Churchill
    We are a small, independent, family run practice that provides bespoke financial advice in a friendly and relaxed environment.
    12
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rothesay Bennett Financial Planning

    Andoversford
    All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
    207
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Chipping norton
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    12548
    £100k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Neil Dixon at True Potential Weath Management

    Witney
    A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
    12
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Better Retirement Group Ltd

    Charlbury
    Financial adviser and planner. Helping clients plan their financial objectives and how to meet them. Ensure your pension is fit for purpose. Do you want to release cash from your house? I am a qualified financial adviser and chartered accountant.
    51
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Perennial Wealth

    Charlton kings
    Truly independent financial advice tailored to your needs.
    19
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Stuart Tyler-Lloyd at Quilter Financial Advisers

    Charlton kings
    Stuart sees financial planning as being an area that helps clients meet their life goals. He provides tailored advice without jargon, to reach the best possible outcomes for his clients and their families at all stages of life
    23
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Karl Thorpe - AFH Wealth Management LTD

    Charlton kings
    I provide fully independent, impartial financial planning advice to my clients. I take time to understand their circumstances, aspirations and financial planning objectives before working with them to help plan for and achieve their goals.
    < 10
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cathedral Independent Financial Planning Ltd

    Hailey
    We help our clients achieve their goals, providing security for them and their families. Cathedral ..... assuring your tomorrow
    107
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Cheltenham
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9323
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Regal Independent Financial Services Ltd

    Charlton kings
    We will give first class advice and offer different levels of service to suit your requirements.
    14
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • FA Wealth Ltd

    Prestbury
    Helping clients protect, enhance and manage their wealth.
    39
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd

    Bampton
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.
    308
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Cheltenham
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    12548
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Throp Financial Planning

    Witney
    234
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield Financial Services Limited

    Cheltenham
    We’re a team of independent financial planners based in Cheltenham. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    57
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Cirencester
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9323
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    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.