Top 10 Independent (IFAs) & Restricted Financial Advisers in Southampton

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  • Unity Wealth Management

    Southampton
    FCA verified
    We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
    333
    £250k+
    Can help with
    Pensions & retirement

  • Alexander House Financial Planning Ltd.

    Southampton
    FCA verified
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House Financial Planning can look after all your financial needs.
    1859
    £50k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Southampton
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    7737
    £50k+
    Can help with
    Pensions & retirement
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  • Kingswood Group

    Southampton
    FCA verified
    Customer service is our priority, with a commitment to provide clear concise and transparent advice at all times.
    359
    £100k+
    Can help with
    Pensions & retirement

  • Neil Dawson - True Potential Wealth Management

    Southampton
    FCA verified
    I have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.
    33
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Southampton
    FCA verified
    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.
    33208
    £100k+
    Can help with
    Pensions & retirement

  • Virtus Wealth Ltd

    Southampton
    FCA verified
    Transform your financial future with advice from experts who truly care. ★★★★★ Highly rated by our clients. Tailored financial & pension strategies, clear guidance, and years of trusted experience. Your journey to financial success starts here.
    Recently added
    £50k+
    Can help with
    Pensions & retirement

  • Tony Columbine True Potential Wealth Management

    Southampton
    FCA verified
    Our aim is to revolutionise the way wealth management is delivered. We believe that by using technology to deliver financial services clients can have access to easily monitor and take control of their futures.
    741
    £50k+
    Can help with
    Pensions & retirement

  • Mather and Murray Financial

    Southampton
    FCA verified
    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
    2716
    £50k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management - Jason Lynch

    Southampton
    FCA verified
    I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax planning.
    402
    £100k+
    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.