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

Find the best FCA regulated financial advisers in Southampton. Get expert help near you with pensions, investments, retirement planning and more

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.

Clients
helped

377

Minimum
wealth

£250k+

Can help with

Pensions & retirement

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Douglas Steers & Company

Southampton

FCA verified

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

Clients
helped

9781

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Flying Colours Advice

Southampton

FCA verified

Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.

Clients
helped

19939

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Steve Harris at True Potential Wealth Management

Southampton

FCA verified

Ensuring that your finances are being looked after and managed effectively, from an investment and tax perspective, is vitally important. Mistakes can be costly. This is where my knowledge and expertise can help you achieve your financial dreams.

Clients
helped

208

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

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.

Clients
helped

126

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

The Private Office

Southampton

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

38294

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Ascot Lloyd

Southampton

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

1764

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Nilaj Odedra at St James's Place

Southampton

FCA verified

As a trusted Financial Adviser and Partner of St. James’s Place, the UK’s largest wealth management company, my role is to listen, understand what you’d like to achieve, and then help build and construct a professional, tailored and robust plan.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Fairstone Group

Hedge end

FCA verified

Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"

Clients
helped

14562

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Saltus Partners LLP

Southampton

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

981

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.