Top 20 Independent Financial Advisers in Cheswardine

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  • Opal Wealth Management Ltd

    Eccleshall
    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*
    571
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sigma Wealth Partners

    Hadley and leegomery
    We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
    30
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Wrockwardine wood and trench
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9354
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Newcastle
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5496
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Planning (Uk) Ltd

    Stone
    Whether you are a family, couple or an individual, we can offer you a wide range of financial advice.
    17
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Giliker Flynn Independent Wealth Ltd

    Newcastle
    Chartered Firm with VouchedFor's Top Rated award. Regular features on BBC Radio Stoke.
    97
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Abacus Associates Financial Services

    Wrockwardine
    As independent financial advisers we pride ourselves in offering “truly independent advice” at all times. Pension transfer specialist qualified adviser.
    38
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Newcastle
    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.
    11027
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • All Counties Financial Limited

    Stafford
    We pride ourselves in maintaining our clients through first class advice and an excellent ongoing service proposition.
    28
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Oakengates
    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.
    12599
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Tucana Financial Planning.

    Wellington
    If you are serious about your financial future, whether that be investing, your pension or simply, do I have enough to retire, we would be happy to have an initial discuss to see if we can help.
    < 10
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Eastmills Ltd

    Oakengates
    Pension Expert: Helping you plan for sustainable wealth through retirement | Estate Planning | Auto Enrolment
    67
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • KLO Financial Services

    Newcastle
    At KLO we provide friendly advice, that is right for you, and aim to build long term relationships.
    29
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Newcastle
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9354
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd.

    Lawley and overdale
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House Financial Planning can look after all your financial needs.
    1055
    £50k+
    7.0
    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.
    9354
    £50k+
    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.
    29
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Newcastle
    We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
    1383
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • TW Financial Planning Ltd

    Newcastle
    We provide friendly and professional advice without jargon. Our goal is to be your long term financial planning partner.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • ClearPlan Financial Services Ltd

    Stafford
    ClearPlan provides tailored Independent Chartered Financial Planning solutions. We guide our clients to achieve financial security through informed decision making.
    46
    £0+
    7.4
    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.