Top 10 Independent (IFAs) & Restricted Financial Advisers in Stockton Heath
- Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.Clients569
helpedMinimum£50k+
wealthPensions & retirement - Our approach is centered around understanding your unique aspirations, objectives, and concerns. We firmly believe that without this critical information, crafting a financial plan would be pointless.Clients1540
helpedMinimum£50k+
wealthPensions & retirement - Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - ScotlandClients1407
helpedMinimum£50k+
wealthPensions & retirementNot sure which adviser to pick?Answer a few questions to help us find you the perfect match. - Passionate about helping my clients achieve their goals by building great relationships that last for many years. Have over 20 years experience of providing quality financial advice and can help you with any advice scenario that you may have.Clients37
helpedMinimum£50k+
wealthPensions & retirement - 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.Clients11737
helpedMinimum£0+
wealthPensions & retirement - Friendly, local, experienced Chartered Financial Planner who specialises in setting up specific strategies, aimed at supporting your financial future. Will collaborate with you to provide unbiased financial planning, in a clear and easy to understand way.Clients142
helpedMinimum£50k+
wealthPensions & retirement - Our approach is centered around understanding your unique aspirations, objectives, and concerns. We firmly believe that without this critical information, crafting a financial plan would be pointless.Clients1540
helpedMinimum£50k+
wealthPensions & retirement - Our approach is centered around understanding your unique aspirations, objectives, and concerns. We firmly believe that without this critical information, crafting a financial plan would be pointless.Clients1540
helpedMinimum£50k+
wealthPensions & retirement - At XV Wealth, our aim is to establish long-term partnerships with clients, by working together to: 1. Discuss & identify your unique life goals 2. Build you a bespoke Financial Plan to help reach those goals 3. Work with you on your financial journeyClients23
helpedMinimum£100k+
wealthPensions & 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.