Top 20 Independent Financial Advisers in Wiltshire

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  • 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
    160
    £50k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Succession Wealth

    Salisbury
    Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial video call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
    < 10
    £250k+
    9.3
    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
  • M & N Insurance & Financial Services Limited

    Salisbury
    I am passionate about having meaningful and relevant discussions to better understand a client’s needs or objectives so that we can establish a financial plan together.
    20
    £50k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Beesure Financial Planning

    Swindon
    Invest yourself, Protect yourself, Bee yourself.
    26
    £0+
    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.
    378
    £0+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • MHA Monahans Wealth Management

    Trowbridge
    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
  • Flying Colours & Partners

    Swindon
    42
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fresh Perspective Financial Planning Ltd

    Corsham
    We're a different type of financial planning firm, one that puts you at the heart of what we do
    13
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • P F M Associates Limited

    Salisbury
    Chartered firm who are passionate about helping people organise their financial affairs to achieve all of their objectives.
    44
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • AISA Retirement Planning

    Bradford on avon
    We offer independent financial advice in areas such as Pensions and Investments. Specialist experience in tax efficient planning strategies such as Inheritance Tax and the sale of a business. Part of the award-winning AISA group, established in 1998.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • E F P

    Highworth
    General practice advising in investments, pensions, retirement planning, mortgages and equity release
    12
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Chippenham
    Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
    33
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Ludgershall
    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.
    18
    £100k+
    10.0
    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
  • Hartsfield

    Corsham
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    120
    £50k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Marlborough
    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.
    40
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Threshold Financial Services Ltd

    Salisbury
    Delivering trusted, easy to follow advice to meet your longer term financial objectives. Free initial meeting.
    13
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Annetts & Orchard Ltd

    Salisbury
    We provide straight forward, plain talking, independent financial advice and have done for over 30 years. Integrity, transparency and clarity.
    66
    £0+
    9.0
    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.