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

Find the best FCA regulated financial advisers in Winstone. Get expert help near you with pensions, investments, retirement planning and more
Winstone, Cotswold, Gloucestershire
Parker Jumabhoy Wealth Management

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
44
Minimum
wealth
£0+
Can help with
Pensions & retirement
Glevum Wealth Management

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
13
Minimum
wealth
£50k+
Can help with
Pensions & retirement
JM Finn

JM Finn

Brockworth
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
Evelyn Partners

Evelyn Partners

Painswick
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
HG IFA Limited

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
28
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Saltus Partners LLP

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
Saltus Partners LLP

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
William Highbourne Wealth Management

William Highbourne Wealth Management

Bisley and lypiatt
FCA verified
We believe that the right approach to money is unique to you, enabling your life choices and ensuring wealth provides you with a life lived to the full. You may have decades of financial experience, or be new to asset management, we listen, we advise.
Clients
helped
692
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Crowood Financial Solutions

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
40
Minimum
wealth
£0+
Can help with
Pensions & retirement
Unique Financial

Unique Financial

Upton st leonards
FCA verified
Looking for financial advice that puts you first? At Unique Financial, we're not just about numbers—we're about people. Our experienced advisers take the time to understand what's important to you, crafting personalised financial strategies.
Clients
helped
146
Minimum
wealth
£100k+
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.