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

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  • Alex Newell at Sandringham Financial Partners

    Kirklevington
    FCA verified
    Independent Financial Adviser with Sandringham Financial Partners. Helping clients achieve their financial goals and establish long standing relationships built on trust and value.
    Recently added
    £100k+
    Can help with
    Pensions & retirement

  • Glenda Hall at True Potential Wealth Management

    Yarm
    FCA verified
    Looking to take control of your personal finances? I will provide expert advice and guidance along with customised solutions to enable you to maximise your investments, minimise risk, and achieve your financial goals. Schedule a consultation today!
    16
    £50k+
    Can help with
    Pensions & retirement

  • Amethyst Independent Financial Advisers LLP

    Yarm
    FCA verified
    We are a highly qualified, professional team of Independent Financial Advisers, specialising in pension, investment, insurance and mortgage advice. We have a great deal of experience in Finance, putting our clients at the heart of everything we do.
    219
    £100k+
    Can help with
    Pensions & retirement
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  • Prism Financial Advice Ltd

    Yarm
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    2241
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Ingleby barwick
    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.
    30521
    £100k+
    Can help with
    Pensions & retirement

  • Active Financial Planners Ltd

    Thornaby
    FCA verified
    As Chartered Financial Planners we advise out clients on how best to meet their short term and long term goals. This includes Tax Planning, ISA, Investments, Pensions, Insurance Protection and Financial Planning.
    64
    £50k+
    Can help with
    Pensions & retirement

  • Chris Philcox - True Potential Wealth Management

    Thornaby
    FCA verified
    I have been helping clients achieve their financial goals for over 15 years. I specialise in retirement planning, including Defined Benefit transfers and Drawdown. I hold the advanced retirement qualifications, ensuring the very best outcome and advice.
    303
    £500k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Thornaby
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    427
    £250k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Thornaby
    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.
    11731
    £0+
    Can help with
    Pensions & retirement

  • Prismatic Wealth Limited

    Stockton on tees
    FCA verified
    We pride ourselves in helping clients achieve their financial goals. If you are looking for an adviser to cut through the jargon and help you get to where you want to be, get in touch with us.
    54
    £150k+
    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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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.