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

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  • Slater Financial Ltd

    Stoke on trent
    FCA verified
    20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
    1072
    £100k+
    Can help with
    Pensions & retirement

  • Beaumont Wealth

    Forsbrook
    FCA verified
    We are Independent Financial Advisers specialising in pensions and investments. With over 30 years’ experience we know that each of our clients is an individual and we provide bespoke advice accordingly.
    584
    £50k+
    Can help with
    Pensions & retirement

  • Sam Hartley - True Potential Wealth Management

    Stoke on trent
    FCA verified
    Experienced Financial Planner, with expertise in helping clients in such areas as Pension and Retirement Planning, including Defined Benefit and Defined Contribution Pension Transfers, Pension and Divorce cases and various investment structures.
    256
    £100k+
    Can help with
    Pensions & retirement
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  • Beaumont Wealth

    Werrington
    FCA verified
    We are Independent Financial Advisers specialising in pensions and investments. With over 30 years’ experience we know that each of our clients is an individual and we provide bespoke advice accordingly.
    584
    £50k+
    Can help with
    Pensions & retirement

  • Slater Financial Ltd

    Werrington
    FCA verified
    20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
    1072
    £100k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Cheadle
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11740
    £0+
    Can help with
    Pensions & retirement

  • Kellands Chartered Financial Planners

    Cheadle
    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.
    30
    £250k+
    Can help with
    Pensions & retirement

  • Fairstone Financial Management Limited

    Stoke on trent
    FCA verified
    Chartered Financial Planners rated the No. 1 wealth management house on Trustpilot.
    41
    £250k+
    Can help with
    Pensions & retirement

  • Retirement Planning (Uk) Ltd

    Stoke on trent
    FCA verified
    Whether you are a family, couple or an individual, we can offer you a wide range of financial advice.
    17
    £50k+
    Can help with
    Pensions & retirement

  • Marc Lezar - PRG Financial Planners Ltd

    Stoke on trent
    FCA verified
    I will leave no stone unturned to ensure you have complete peace of mind with all your financial matters!
    250
    £0+
    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.