Top 10 Independent (IFAs) & Restricted Financial Advisers in Lydiard Tregoze
Find the best FCA regulated financial advisers in Lydiard Tregoze. Get expert help near you with pensions, investments, retirement planning and more
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
helped
38122
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Evelyn Partners
Swindon
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
helped
741
Minimum
wealth
wealth
£500k+
Can help with
Pensions & retirement
Bellamy Wealth Management Ltd
Swindon
FCA verified
If you’re new to financial advice, we understand that taking the first step can feel daunting. That’s why we take the time to talk with you, to listen carefully, understand your financial situation, and learn what matters most to you.
Clients
helped
helped
79
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Evelyn Partners
Swindon
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
helped
741
Minimum
wealth
wealth
£500k+
Can help with
Pensions & retirement
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
helped
146
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Unique Financial
Swindon
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
helped
146
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Bellamy Wealth Management Ltd
Swindon
FCA verified
If you’re new to financial advice, we understand that taking the first step can feel daunting. That’s why we take the time to talk with you, to listen carefully, understand your financial situation, and learn what matters most to you.
Clients
helped
helped
79
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Ascot Lloyd
Swindon
FCA verified
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
helped
1727
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
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
helped
218
Minimum
wealth
wealth
£250k+
Can help with
Pensions & retirement
aw
Assured Wealth Management
Swindon
FCA verified
We have a passion for helping every client to lead a more fulfilling life. We take the time to understand what’s important to you, to understand your situation and what your future could look like.
Clients
helped
helped
44
Minimum
wealth
wealth
£50k+
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.
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.