Top 10 Independent (IFAs) & Restricted Financial Advisers in Sherston
Find the best FCA regulated financial advisers in Sherston. Get expert help near you with pensions, investments, retirement planning and more
Beesure Financial Planning Limited
Acton turville
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
helped
81
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Castle Sundborn
Malmesbury
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
helped
84
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Evelyn Partners
Malmesbury
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
Montpellier Asset Management
Malmesbury
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
Eight Financial Advice
Malmesbury
FCA verified
Eight Financial Advice has been providing advice for over 20 years as a partner practice of St. James’s Place. We provide broad-based advice, mainly to directors, professionals and retirees, helping them with practical financial planning solutions.
Clients
helped
helped
263
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Hartsfield Financial Services Ltd
Malmesbury
FCA verified
We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
Clients
helped
helped
375
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Saltus Partners LLP
Tetbury
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
helped
966
Minimum
wealth
wealth
£250k+
Can help with
Pensions & retirement
Parker Jumabhoy Wealth Management
Tetbury
FCA verified
Kathryn Jumabhoy has been providing financial advice for over 12 years. She provides broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
helped
44
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
Castle Sundborn
Tetbury
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
helped
84
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Evelyn Partners
Tetbury
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
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.