Top 20 Independent Financial Advisers in Tockenham

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  • Perfect Protect Ltd

    Lyneham and bradenstoke
    110
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Inspire Financial Planning Ltd.

    Royal wootton bassett
    Matthew Randall is a Chartered Financial Planner offering a bespoke professional service tailored to individual & corporate clients
    27
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Synthesis Wealth Management

    Royal wootton bassett
    Our purpose is to help clients make intelligent money choices. We're independent and all our initial discovery meetings and analysis are without charge.
    129
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Milestone Financial Planning

    Dauntsey
    We are a truly independent, forward thinking company. We have expertise in complex planning, including Defined Benefit transfers, through to Inheritance Tax mitigation, firmly placing your interests at the heart of our business.
    147
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Beesure Financial Planning

    Swindon
    Invest yourself, Protect yourself, Bee yourself.
    81
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Swindon
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9364
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Swindon
    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.
    12618
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Pearson Independent Advisers

    Lydiard millicent
    15
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Integrity Pensions & Investments

    Sutton benger
    We provide financial advice with the utmost honesty and integrity, making complex matters simple and clear.
    36
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ben Middleton at True Potential Wealth Management LLP

    Swindon
    Helping my clients achieve their financial goals is at the heart of my business. I have been in financial services for over 26 years and have a wealth of knowledge and expertise in pensions, including Defined Benefit schemes, and investments.
    77
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Chris Philcox - True Potential Wealth Management

    Swindon
    I have been helping clients achieve their financial goals for over 13 years. I specialise in retirement planning, including the complex area of Defined Benefit pensions. I hold advanced retirement qualifications, ensuring the very best outcome and advice.
    187
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tucana Financial Planning.

    Swindon
    If you are serious about your financial future, whether that be investing, your pension or simply, do I have enough to retire, we would be happy to have an initial discuss to see if we can help.
    < 10
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • MHA Monahans Wealth Management

    Chippenham
    Our Chartered status is a reflection of the quality of independent financial advice we provide.
    < 10
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mather and Murray Financial

    Swindon
    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
    1342
    £0+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Future Planning

    Swindon
    Independent financial planners & mortgage advisers helping online and in-person - 5 star rated with Trustpilot & VouchedFor - Wiltshire Business Awards finalists - A 'UK's Top Rated Adviser' since 2013 - Regularly appearing on national publications
    179
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • MHA Monahans Wealth Management

    Swindon
    Our Chartered status is a reflection of the quality of independent financial advice we provide.
    52
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Chippenham
    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.
    12618
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Chippenham
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5498
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Oakfield Lee Financial Planning

    Chippenham
    Creating Financial Security, Happiness and Wealth for you and your family.
    12
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Haydon wick
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9364
    £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.