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

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  • Beacon IFA Ltd

    Whitchurch
    FCA verified
    A truly independent, whole of market firm with decades of experience in Cardiff and beyond.
    23
    £0+
    Can help with
    Financial planning

  • IAM Financial Planning Ltd - James Phillips

    Whitchurch
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Imperial Chartered

    Whitchurch
    FCA verified
    I'm an award winning Independent Financial Planner having been included in the VouchedFor and the Times top rated financial advisers list for 3 years running. I'm one of the highest qualified advisers in the UK, delivering quality, jargon free advice.
    223
    £100k+
    Can help with
    Pensions & retirement
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  • Whitchurch IFA Ltd

    Whitchurch
    FCA verified
    Whitchurch IFA is fully independent, directly authorised, strictly whole-of-market and maintains the highest advisory standards.
    81
    £0+
    Can help with
    Pensions & retirement

  • Imperial Chartered

    Whitchurch
    FCA verified
    I see my primary role as making my clients wealthier than they would be if they hadn’t met me, whether that’s building wealth for the future, or ensuring your pension and investment funds pay you the income you need throughout your retirement.
    38
    £50k+
    Can help with
    Pensions & retirement

  • Hodge Bakshi Financial Services Limited

    Whitchurch
    FCA verified
    Here at Hodge Bakshi Wealth, we question, listen, learn & deliver. Helping you to achieve financial freedom .
    32
    £0+
    Can help with
    Pensions & retirement

  • Longwood Financial Planning Ltd

    Whitchurch
    FCA verified
    Clear, expert, independent advice to guide you through your financial decisions and help you to prepare for your retirement.
    17
    £0+
    Can help with
    Pensions & retirement

  • Hedley Asset Management Limited

    Whitchurch
    FCA verified
    < 10
    £0+
    Can help with
    Tax & trust planning

  • Charles Derby Financial Services

    Whitchurch
    FCA verified
    < 10
    £100k+
    Can help with
    Pensions & retirement

  • AMG Wealth Solutions LLP

    Rhiwbina
    FCA verified
    Qualified Pension and Investment specialists with over 30 years experience helping you and your family understand your finances and supporting you in achieving your goals.
    42
    £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.

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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.