Top 10 Independent (IFAs) & Restricted Financial Advisers in Ogbourne St George

Find the best FCA regulated financial advisers in Ogbourne St George. Get expert help near you with pensions, investments, retirement planning and more.
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  • 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.
    909
    £250k+
    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.
    208
    £250k+
    Can help with
    Pensions & retirement

  • Bellamy Wealth Management Ltd

    Chiseldon
    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.
    55
    £150k+
    Can help with
    Pensions & retirement
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  • 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.
    124
    £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.
    124
    £100k+
    Can help with
    Pensions & retirement

  • Evelyn Partners

    Wanborough
    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."
    602
    £500k+
    Can help with
    Pensions & retirement

  • Synthesis Wealth Management

    Wanborough
    FCA verified
    Our purpose is to help individuals and businesses make smarter, more informed financial decisions for a brighter future. Synthesis is a Chartered independent financial planning firm that uses technology to enhance value and outcomes for our clients.
    240
    £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.
    55
    £150k+
    Can help with
    Pensions & retirement

  • Mather and Murray Financial

    Swindon
    FCA verified
    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
    2944
    £50k+
    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."
    602
    £500k+
    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.