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Top 10 Independent (IFAs) & Restricted Financial Advisers in Long Load

Find the best FCA regulated financial advisers in Long Load. Get expert help near you with pensions, investments, retirement planning and more
Long Load, South Somerset, Somerset, South West England
True Potential Wealth Management- Damien Smith

True Potential Wealth Management- Damien Smith

Halifax
Initial consultation free
FCA verified
Restricted
Helping you achieve your goals and keeping it simple is what drives me as a financial planner with True potential. I am dedicated to helping you grow and secure your hard-earned money so that you can enjoy those important and precious times in the future.
Clients
helped
76
Minimum
wealth
£0+
Meet the team
D
Can help with
Pensions & retirement
Financial planning
Savings
Tindle Wealth Management Ltd

Tindle Wealth Management Ltd

London
Initial consultation free
FCA verified
Restricted
As an independently owned and specialised firm, we offer institutional quality financial advice and investment management, tailored to the individuals and families that we serve.
Clients
helped
17
Minimum
wealth
£500k+
Meet the team
Julius Morgan-Giles
Scott Tindle
Amy Claxton
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Stockbroking services
The Private Office

The Private Office

Honeybourne
Initial consultation free
FCA verified
Independent
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
39611
Minimum
wealth
£150k+
Meet the team
Julian Frere
Dan Alder
Daniel Blandford
Estella Peto
Francine Kelly
+9
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Atticus Financial Planning Ltd

Atticus Financial Planning Ltd

Godalming
Initial consultation free
FCA verified
Independent
We believe in the importance of money, not as an end in itself, but as a facilitator of dreams. We charge fixed fees for truly independent advice on retirement, pensions, investments, savings, IHT mitigation, estate planning and protection.
Clients
helped
54
Minimum
wealth
£250k+
Meet the team
Abraham Uys
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Almond Financial Ltd

Almond Financial Ltd

London
Initial consultation free
FCA verified
Restricted
A fresh approach to effective financial planning. Committed to Clarity. No confusion, zero gobbledygook.
Clients
helped
665
Minimum
wealth
£100k+
Meet the team
Lewis Chapman
Joe Fleet-Chapman
Sam Robinson
Lewis Colver
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Douglas Steers & Company

Douglas Steers & Company

Cambridge
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10451
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Retirement Solutions (UK) Ltd

Retirement Solutions (UK) Ltd

Langstone
Initial consultation free
FCA verified
Independent
We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
Clients
helped
6179
Minimum
wealth
£0+
Meet the team
Aidan Liley
Christopher Jump
Richard Houghton
Mussa Hussain
David Gill
+2
Can help with
Pensions & retirement
Insurance & protection
Savings
Mortgages
The Private Office

The Private Office

Barnet
Initial consultation free
FCA verified
Independent
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
39611
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+38
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Martin Fahy at Quilter Financial Advisers

Martin Fahy at Quilter Financial Advisers

Whitby
Initial consultation free
FCA verified
Restricted
Clear, financial advice with one goal: helping you make the most of your money and your future.
Clients
helped
17
Minimum
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Chris Jones - True Potential

Chris Jones - True Potential

Scunthorpe
Initial consultation free
FCA verified
Restricted
My advice to you will be honest, fair and jargon-free, allowing you to make informed decisions about your finances. I specialise in retirement pension planning, including consolidation of pensions, drawdown and Defined Benefit/Final Salary transfers.
Clients
helped
37
Minimum
wealth
£100k+
Meet the team
Chris Jones
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Frequently Asked Questions about Financial Advisers in Long Load