Top 20 Independent Financial Advisers in Lydney

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  • Perennial Wealth

    Frampton on severn
    Truly independent financial advice tailored to your needs.
    19
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Abacus Associates Financial Services Ltd - C/O Paul Smith

    West dean
    Independent whole of market advice with over 25 years experience specialising in retirement and investment advice. I generally advise clients wishing for retirement and investment advice.
    45
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Crystal Wealth Management

    Cam
    Optimising your pension so that you can afford your best retirement
    30
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Baker Hudson Limited

    Dursley
    Our knowledgeable team can provide expert advice on Pensions, Investments, Protection, Mortgages, Inheritance Tax Planning and Equity Release.
    149
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sovereign Independent Financial Advisers Limited

    Thornbury
    Worried about how your business and retirement plans will be affected by the Covid-19 crisis? We're here to help. We're Chartered Financial Planners, providing independent financial advice to people in Thornbury, Bristol and the surrounding area.
    37
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Smitton Wealth Solutions Limited

    Thornbury
    We are passionate about helping you achieving your financial goals at whatever stage you are in life. We understand that the key to a long-term financial planning relationship is based on honesty, explaining things clearly, and independent advice.
    20
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • IAM Financial Planning Ltd

    Chepstow
    Dr Josh Lewis originally trained and practiced as a GP helping patients with their medical health before recognising that the financial well-being of patients, friends, family and businesses was of equal importance to them in achieving security, success and contentment.
    12
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chapelwood Financial Planning Ltd

    Chepstow
    Our prime focus is to clearly identify your needs, and genuinely get you financial results that you couldn't achieve on your own. We build lasting relationships with our clients and offer personal, no-jargon advice on the best financial products for you.
    10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Chepstow
    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.
    12525
    £100k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Truly Independent

    Chepstow
    Offering a free initial meeting, we provide independent regulated advice on pensions, investments and ethical/ESG financial planning. We take the stress out of investing, helping clients of all wealth levels across South West England and Gloucestershire.
    37
    £0+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Mark Pugh at Abacus Financial Planning

    Chepstow
    My aim is to educate clients in a straightforward manner that enables them to make informed decisions about their financial options.
    43
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • IAM Financial Planning Ltd

    Monmouth
    Dr Josh Lewis originally trained and practiced as a GP helping patients with their medical health before recognising that the financial well-being of patients, friends, family and businesses was of equal importance to them in achieving their life goals.
    12
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Charterhouse Portfolio Management Ltd

    Monmouth
    Chartered Independent Financial Planner. Impartial, bespoke financial planning and wealth management.
    14
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Abacus Associates Financial Services Ltd – C/O Craig Burridge

    Monmouth
    I build long term relationships by providing Independent advice in a way you understand to meet your needs.
    76
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Matt Tilley - Invest Southwest

    Hillesley and tresham
    Professional, personal, friendly and local Independent Financial Advice from the whole of the market.
    18
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Baker Hudson Limited

    Bradley stoke
    Our knowledgeable team can provide expert advice on Pensions, Investments, Protection, Mortgages, Inheritance Tax Planning and Equity Release.
    149
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rothesay Bennett Financial Planning

    Quedgeley
    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
  • Quilter Financial Advisers - Paul Preedy

    Portskewett
    Financial planning expert qualified in Defined Benefit/Final Salary Pensions.
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Goodmans Financial Planning

    Patchway
    We are Chartered Financial Planners, providing independent and transparent advice, working only for the long term interests of our clients.
    17
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd

    Patchway
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    125
    £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.