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

Find the best FCA regulated financial advisers in Swindon. Get expert help near you with pensions, investments, retirement planning and more
Swindon, Swindon
Douglas Steers & Company

Douglas Steers & Company

Swindon
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10441
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Ascot Lloyd

Ascot Lloyd

Swindon
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1976
Minimum
wealth
£150k+
Meet the team
Tom Bartlett
Craig Couldrick
Kevin Broome
Raj Chauhan
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Unique Financial

Unique Financial

Swindon
Initial consultation free
FCA verified
Independent
Looking for financial advice that puts you first? At Unique Financial, we're not just about numbers—we're about people. Our experienced advisers take the time to understand what's important to you, crafting personalised financial strategies.
Clients
helped
179
Minimum
wealth
£100k+
Meet the team
J
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Richard Zeng at Quilter Financial Advisers

Richard Zeng at Quilter Financial Advisers

Haydon wick
Initial consultation free
FCA verified
Restricted
I create personalised financial plans that align with your unique goals and support you throughout your financial journey. With nearly a decade of experience teaching accounting and finance at university, I bring a structured approach to every plan.
Clients
helped
< 10
Minimum
wealth
£100k+
Meet the team
Richard Zeng, PhD
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Hartsfield Financial Services Ltd

Hartsfield Financial Services Ltd

Haydon wick
Initial consultation free
FCA verified
Independent
We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
Clients
helped
397
Minimum
wealth
£150k+
Meet the team
John White
Joy Wisniewski
Michael Blair
Melanie Dolphin
Gareth Lewis
+2
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Douglas Steers & Company

Douglas Steers & Company

Swindon
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10441
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Evelyn Partners

Evelyn Partners

Swindon
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
992
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
aw

Assured Wealth Management

Swindon
Initial consultation free
FCA verified
Independent
We have a passion for helping every client to lead a more fulfilling life. We take the time to understand what’s important to you, to understand your situation and what your future could look like.
Clients
helped
44
Minimum
wealth
£50k+
Meet the team
Anil Badhan
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Mather and Murray Financial

Mather and Murray Financial

Swindon
Initial consultation free
FCA verified
Independent
Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
Clients
helped
3065
Minimum
wealth
£50k+
Meet the team
Samuel Mather-holgate
Steve Murray
Joseph Ricks
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Long Term Care
and 2 more matches
Unique Financial

Unique Financial

Wroughton
Initial consultation free
FCA verified
Independent
Looking for financial advice that puts you first? At Unique Financial, we're not just about numbers—we're about people. Our experienced advisers take the time to understand what's important to you, crafting personalised financial strategies.
Clients
helped
179
Minimum
wealth
£100k+
Meet the team
Matt Heath
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Frequently Asked Questions about Financial Advisers in Swindon