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

I need advice on
Total assets
My postcode
First meeting is free

  • Beaufort Wealth Management

    Shipston on stour
    FCA verified
    Expert independent advice, tailored to you
    32
    £50k+
    Can help with
    Pensions & retirement

  • Charters Private Wealth

    Moreton in marsh
    FCA verified
    Are you finding managing your finances daunting? If so, we can take the worry out of your life, keep things simple, and give you assurances about your financial future. CONTACT US WITHOUT DELAY.
    54
    £500k+
    Can help with
    Pensions & retirement

  • Charters Private Wealth

    Mickleton
    FCA verified
    Are you finding managing your finances daunting? If so, we can take the worry out of your life, keep things simple, and give you assurances about your financial future. CONTACT US WITHOUT DELAY.
    54
    £500k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • Saltus Partners LLP

    Mickleton
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    561
    £250k+
    Can help with
    Pensions & retirement

  • Beneficial Financial Management

    Stratford upon avon
    FCA verified
    I provide friendly, low-cost, easily understood planning for individual clients. Specializing in Pensions Planning, Drawdown, Long term Investments & Residential/Buy-to-let mortgages. Based in Alcester for office meetings & travel throughout the Midlands.
    98
    £150k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Shenington and alkerton
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    436
    £250k+
    Can help with
    Pensions & retirement

  • The Private Office

    Wellesbourne and walton
    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.
    30561
    £100k+
    Can help with
    Pensions & retirement

  • Warren Wealth Limited

    Wellesbourne and walton
    FCA verified
    We focus on you, not your money. No two people are the same and have the same needs. We’ll spend time understanding your current financial problems and aspirations, then develop plans to solve the former and achieve the latter.
    49
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Chipping norton
    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.
    30561
    £100k+
    Can help with
    Pensions & retirement

  • Karl Thorpe - AFH Wealth Management LTD

    Honeybourne
    FCA verified
    I provide fully independent, impartial financial planning advice to my clients. I take time to understand their circumstances, aspirations and financial planning objectives before working with them to help plan for and achieve their goals.
    10
    £100k+
    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.

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.