Top 10 Independent (IFAs) & Restricted Financial Advisers in Windlesham
- 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.Clients514
helpedMinimum£150k+
wealthPensions & retirement - 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.Clients1435
helpedMinimum£100k+
wealthInsurance & protection - 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.Clients18509
helpedMinimum£150k+
wealthPensions & retirementNot sure which adviser to pick?Answer a few questions to help us find you the perfect match. - 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.Clients233
helpedMinimum£250k+
wealthPensions & retirement - 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.Clients514
helpedMinimum£150k+
wealthPensions & retirement - 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.Clients31500
helpedMinimum£100k+
wealthPensions & retirement - 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.Clients1435
helpedMinimum£100k+
wealthInsurance & protection
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.