Top 20 Independent Financial Advisers in Shropshire

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  • Beaumont Wealth

    Shrewsbury
    Here at Beaumont Wealth, our carefully selected team of male and female employed advisers offer independent expert financial advice with no hidden surprises. By offering professional advice from people who truly care, we have achieved an outstanding 97%
    71
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Beach Independent Financial Advisors

    Shrewsbury
    Financial Planning helping clients understand their financial situation today, plan for tomorrow, or should the worst happen and annually review.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LJ Financial Planning, David Jamieson

    Ludlow
    You work hard for your money. Does your money work hard for you?
    156
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Beaumont Wealth

    Oswestry
    Here at Beaumont Wealth, our carefully selected team of male and female employed advisers offer independent expert financial advice with no hidden surprises. By offering professional advice from people who truly care, we have achieved an outstanding 97% client retention rate throughout the West Midlands, Cheshire and North Wales.
    71
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Whitchurch urban
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8961
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Oak County Financial Services Ltd

    Shifnal
    Free Initial Meeting either virtual or at our office or speak to us first with no obligation. Putting our clients needs first.
    23
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Epiphany LFP

    Ludlow
    Here at EpiphanyLFP we offer friendly face to face meetings in order to create individual financial actions plans to designed to meet your financial lifestyle, after in depth discussion to understand you and your circumstances.
    < 10
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LJ Financial Planning, David Jamieson

    Shrewsbury
    You work hard for your money. Does your money work hard for you?
    156
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Montpellier Asset Management

    Shifnal
    A trustworthy and diligent Wealth Management Company whose team have over 100 years experience in the financial planning sector.
    23
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Wealth Coach

    Whitchurch urban
    Visit us face to face or remotely. Using a Chartered Financial Planner and Chartered Wealth Manager, you can be assured of the best outcomes. Always ask if your adviser is Chartered; don't compromise.
    28
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Flying Colours

    Shrewsbury
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8961
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Neil Dixon at True Potential Weath Management

    Condover
    A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
    < 10
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LG Embrey Financial Planning

    Shrewsbury
    There is no ‘one size fits all’ solution for financial planning. Our service is personal to you. You may need one-off advice on a particular topic such as your retirement, or a comprehensive plan for your overall finances with ongoing support.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Neen savage
    We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety. Please email us should you require financial advice. Our specialisations lie within constructing tax efficient inve
    545
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Cleobury north
    We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety. Please email us should you require financial advice. Our specialisations lie within constructing tax efficient investment portfolios and retirement planning, be it 'saving for' or 'at retirement' solutions*
    545
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Darwin Financial Management Ltd

    Shrewsbury
    We will do all we can to help you achieve your financial goals.
    43
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Masons Independent Financial Advisers

    Shrewsbury
    A complete holistic service with your first and second meetings with an experienced adviser FREE and with no obligation. All your questions answered; When can I retire? how much income do I really need? will my funds run out? how can i reduce risk?
    360
    £50k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LG Embrey Financial Planning

    Knockin
    There is no ‘one size fits all’ solution for financial planning. Our service is personal to you. You may need one-off advice on a particular topic such as your retirement, or a comprehensive plan for your overall finances with ongoing support.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Sheriffhales
    We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety. Please email us should you require financial advice. Our specialisations lie within constructing tax efficient investment portfolios and retirement planning, be it 'saving for' or 'at retirement' solutions*
    545
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Shrewsbury
    We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety. Please email us should you require financial advice. Our specialisations lie within constructing tax efficient investment portfolios and retirement planning, be it 'saving for' or 'at retirement' solutions*
    545
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    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.