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

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  • Heritage Wealth Advisory

    Stratford upon avon
    FCA verified
    We offer Free No Obligation Pension Reviews, whether it be a Final Salary Scheme; a SIPP or a Personal Pension
    11
    £0+
    Can help with
    Pensions & retirement
  • Stephen Gilbert - AFH Wealth Management

    Stratford upon avon
    FCA verified
    Inflation is one of the biggest risks facing investors at the moment, it's imperative your portfolio is invested in a way in which it can move with this risk, focusing on real, long term growth or income Contact me for a free, no obligation discussion.
    304
    £100k+
    Can help with
    Pensions & retirement
  • Dhm Wynchwood LLP

    Stratford upon avon
    FCA verified
    Established in 1973, DHM has a history of providing good advice to individuals and businesses.
    < 10
    £0+
    Can help with
    Pensions & retirement
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  • Davidson Pert Financial Associates Limited

    Stratford upon avon
    FCA verified
    Recently added
    £50k+
    Can help with
    Pensions & retirement
  • Gemini Wealth Management Ltd

    Stratford upon avon
    FCA verified
    Gemini Wealth Management provides professional unbiased; financial products advice, financial planning, investment and tax efficiency advice to both private individuals and businesses.
    46
    £100k+
    Can help with
    Pensions & retirement
  • Charters Private Wealth

    Stratford upon avon
    FCA verified
    Are you finding the task of managing your finances daunting? If the answer is yes, we can take the worry out of your life, keep things simple, and give you assurances about your financial future. CONTACT US WITHOUT DELAY.
    44
    £500k+
    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.
    86
    £150k+
    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.
    47
    £50k+
    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.
    25920
    £100k+
    Can help with
    Pensions & retirement
  • Perspective (Warwickshire)

    Temple grafton
    FCA verified
    For over 35 years our purpose has been clear: to provide expert, specialised financial planning and wealth management advice that enables you, to make full and effective use of your financial resources, so you can plan and achieve the future you desire.
    32
    £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.

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