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

Find the best FCA regulated financial advisers in Whitchurch. Get expert help near you with pensions, investments, retirement planning and more
Whitchurch, Bath And North East Somerset, West Of England
Evelyn Partners

Evelyn Partners

Bristol
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 enquiryView profile
The Private Office

The Private Office

Bristol
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
Start enquiryView profile
Evelyn Partners

Evelyn Partners

Bristol
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 enquiryView profile
The Private Office

The Private Office

Keynsham
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
Start enquiryView profile
Evelyn Partners

Evelyn Partners

Keynsham
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 enquiryView profile
Evelyn Partners

Evelyn Partners

Hanham abbots
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 enquiryView profile
Mather and Murray Financial

Mather and Murray Financial

Bristol
FCA verified
Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
Clients
helped
2976
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Start enquiryView profile
Tom Henshaw - True Potential Wealth Management

Tom Henshaw - True Potential Wealth Management

Bristol
FCA verified
Helping you navigate the murky world of our financial system and empowering you to harness technology to better reach your financial goals.
Clients
helped
47
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Start enquiryView profile
Marc Lezar - PRG Financial Planners Ltd

Marc Lezar - PRG Financial Planners Ltd

Bristol
FCA verified
I will leave no stone unturned to ensure you have complete peace of mind with all your financial matters!
Clients
helped
399
Minimum
wealth
£0+
Can help with
Pensions & retirement
Start enquiryView profile
The Private Office

The Private Office

Bristol
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
Start enquiryView profile
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.