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

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  • Kellands Chartered Financial Planners

    Penkridge
    FCA verified
    Kellands Chartered Financial Planners are independent financial advisers (IFAs) and Wealth Managers, offering quality financial planning and investment advice to both individuals and businesses in Cheshire, Greater Manchester and across the UK.
    29
    £250k+
    Can help with
    Pensions & retirement
  • The Private Office

    Cannock
    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.
    30085
    £100k+
    Can help with
    Pensions & retirement
  • AHR Private Clients

    Cannock
    FCA verified
    AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
    190
    £150k+
    Can help with
    Pensions & retirement
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  • Bright Wealth

    Cannock
    FCA verified
    We provide step by step advice & recommendations on a range of financial matters, including pension, investment, tax. planning and personal protection. Our clients are our number one priority and we are committed to providing a first class service.
    260
    £100k+
    Can help with
    Pensions & retirement
  • M&G Wealth Advice

    Brewood and coven
    FCA verified
    We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
    303
    £0+
    Can help with
    Pensions & retirement
  • Bright Wealth

    Brewood and coven
    FCA verified
    We have over 35 years experience in providing advice on a range of financial matters, including pension, investment, tax planning and protection. Our clients are our number one priority and we are committed to providing a first class service.
    260
    £100k+
    Can help with
    Pensions & retirement
  • Friendly Wealth Management

    Stafford
    FCA verified
    Chartered Financial Planners specialising in Investments, Pensions, Retirement Planning, Taxation and Wealth Management.
    < 10
    £100k+
    Can help with
    Pensions & retirement
  • The Private Office

    Stafford
    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.
    30085
    £100k+
    Can help with
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Stafford
    FCA verified
    We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
    4690
    £0+
    Can help with
    Pensions & retirement
  • Fairstone Financial Management Limited

    Stafford
    FCA verified
    Chartered Financial Planners rated the No. 1 wealth management house on Trustpilot.
    41
    £250k+
    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.

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