Top 10 Independent (IFAs) & Restricted Financial Advisers in Bagendon

Find the best FCA regulated financial advisers in Bagendon. Get expert help near you with pensions, investments, retirement planning and more

Glevum Wealth Management

Cirencester

FCA verified

Glevum Wealth Management provide broad based advice, mainly to families, directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

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Parker Jumabhoy Wealth Management

Rendcomb

FCA verified

Kathryn Jumabhoy has been providing financial advice for over 12 years. She provides broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.

Clients
helped

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

HG IFA Limited

Cirencester

FCA verified

Sensible, independent, and unbiased financial planning that empowers you to make informed decisions. Experts in Pensions, Investments, Trusts, Inheritance Tax Mitigation, and Private Client work.

Clients
helped

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

Saltus Partners LLP

Cirencester

FCA verified

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

966

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Crowood Financial Solutions

Cirencester

FCA verified

Crowood Financial Solutions is an independent full service advice firm, specialising in providing high quality pension advice and investment management with a personal service.

Clients
helped

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Hartsfield Financial Services Ltd

Cirencester

FCA verified

We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.

Clients
helped

375

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Evelyn Partners

Cirencester

FCA verified

"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."

Clients
helped

741

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

Montpellier Asset Management

South cerney

FCA verified

A trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.

Clients
helped

218

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Saltus Partners LLP

Chalford

FCA verified

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

966

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Lifestyle Future Ltd

Northleach and eastington

FCA verified

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

Clients
helped

< 10

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.