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

Find the best FCA regulated financial advisers in Kempley. Get expert help near you with pensions, investments, retirement planning and more
Kempley, Forest Of Dean, Gloucestershire
Hartsfield Financial Services Ltd

Hartsfield Financial Services Ltd

Weston under penyard
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
Humboldt Financial

Humboldt Financial

Ledbury
FCA verified
As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped
2448
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Consequential Planning Ltd

Consequential Planning Ltd

Ledbury
FCA verified
We do not advise on cryptocurrency nor do we help with any claims or losses connected to cryptocurrency. Any individual claiming to do so is not connected with this business.
Clients
helped
455
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Kind Wealth

Kind Wealth

Ledbury
FCA verified
Our purpose is helping families prosper through providing excellent financial planning and mortgage advice to our clients.
Clients
helped
34
Minimum
wealth
£150k+
Can help with
Pensions & retirement
McCarthy Wealth Management

McCarthy Wealth Management

Ross on wye
FCA verified
I put my client's financial goals at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
Clients
helped
429
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Daniel O'Connor Abacus Advisers

Daniel O'Connor Abacus Advisers

Ross on wye
FCA verified
A Chartered Independent Financial Adviser. An ex-serviceman and Bronze medal winning athlete for Team UK at the Invictus Games (2022). My fees can be on a percentage of portfolio basis or fixed fee for HNW clients. Creating savings for larger portfolios.
Clients
helped
24
Minimum
wealth
£500k+
Can help with
Pensions & retirement
JM Finn

JM Finn

Mitcheldean
FCA verified
A personal approach. We offer a high quality, personalised investment and wealth management services that aim to meet the individual demands of today’s private investors.
Clients
helped
60
Minimum
wealth
£500k+
Can help with
Pensions & retirement
McCarthy Wealth Management

McCarthy Wealth Management

Drybrook
FCA verified
I put my client's financial goals at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
Clients
helped
429
Minimum
wealth
£150k+
Can help with
Pensions & retirement
The Private Office

The Private Office

Highnam
FCA verified
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
38122
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Padstone Financial Management Limited

Padstone Financial Management Limited

Withington
FCA verified
We are a local Independent firm offering a highly personalised service, specialising in Pension and investment advice.
Clients
helped
15
Minimum
wealth
£0+
Can help with
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.

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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.