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Top 10 Independent (IFAs) & Restricted Financial Advisers in Berwick Bassett

Find the best FCA regulated financial advisers in Berwick Bassett. Get expert help near you with pensions, investments, retirement planning and more
Berwick Bassett, Wiltshire
Unique Financial

Unique Financial

Wroughton
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
Start enquiryView profile
Montpellier Asset Management

Montpellier Asset Management

Wroughton
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 enquiryView profile
The Private Office

The Private Office

Royal wootton bassett
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
HG IFA Limited

HG IFA Limited

Marlborough
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
Start enquiryView profile
Saltus Partners LLP

Saltus Partners LLP

Marlborough
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 enquiryView profile
Evelyn Partners

Evelyn Partners

Calne
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
Crystal Wealth Management

Crystal Wealth Management

Calne
FCA verified
Award Winning Independent Adviser acting in YOUR Best Interests. Let's Optimise your wealth so that you can afford your best life and retirement.
Clients
helped
80
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Start enquiryView profile
Beesure Financial Planning

Beesure Financial Planning

Calne
FCA verified
Providing independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.
Clients
helped
358
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Start enquiryView profile
Hiren Patel at Arcus Wealth

Hiren Patel at Arcus Wealth

Calne
FCA verified
I'm an Independent Financial Adviser to families & business owners in Bristol & the Southwest. Working with Arcus means you'll be working with an multi award-winning firm with whole of market access, which truly mean the advice is truly about you.
Clients
helped
97
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Start enquiryView profile
Castle Sundborn

Castle Sundborn

Calne
FCA verified
When you call on Castle Sundborn, you are dealing with experienced yet approachable individuals who you can rely on for timely and helpful advice for all your financial services requirements.
Clients
helped
84
Minimum
wealth
£100k+
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.