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

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  • Berkshire IFA

    Windlesham
    FCA verified
    We offer an initial no cost meeting. We are fully Independent Financial Advisers specialising in advice for clients who need to focus on their pension outcomes, inheritance tax planning, investments, final salary pensions, or need to get a mortgage.
    1322
    £250k+
    Can help with
    Insurance & protection
  • Advanta Wealth

    Windlesham
    FCA verified
    With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
    137
    £100k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Windlesham
    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.
    17150
    £100k+
    Can help with
    Pensions & retirement
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  • Advanta Wealth

    Windlesham
    FCA verified
    With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
    137
    £100k+
    Can help with
    Pensions & retirement
  • Unique Wealth - Josh Webb

    Windlesham
    FCA verified
    We cover a wide range of Financial Planning. It's about creating, protecting and distributing the wealth you need for the life you want.
    36
    £50k+
    Can help with
    Pensions & retirement
  • Douglas Steers & Company

    Windlesham
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4788
    £50k+
    Can help with
    Pensions & retirement
  • Saltus Partners LLP

    Camberley
    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.
    384
    £250k+
    Can help with
    Pensions & retirement
  • Berkshire IFA

    Camberley
    FCA verified
    We offer an initial no cost meeting. We are fully Independent Financial Advisers specialising in advice for clients who need to focus on their pension outcomes, inheritance tax planning, investments, final salary pensions, or need to get a mortgage.
    1322
    £250k+
    Can help with
    Insurance & protection
  • Bramley Financial Planning

    West end
    FCA verified
    Please contact if you have any worries about retirement plans or your pensions and investments, or would just like a chat
    336
    £250k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Sunninghill and ascot
    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.
    17150
    £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.