Top 20 Independent Financial Advisers in Rocester

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  • Opal Wealth Management Ltd

    Rocester
    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*
    39
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • George Smith at PSA Financial

    Uttoxeter
    Our Mission is to provide clear, honest, no-nonsense financial solutions, helping our Clients achieve their financial ambitions.
    27
    £20k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ascot Lloyd

    Uttoxeter
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mulberry Chartered

    Doveridge
    A Family run firm built over 30 years of client trust. Backed by The AFH Financial Group - one of the largest advisory firms in The UK with in excess of £6 billion under management. We are offering telephone or Teams for all initial enquiries.
    68
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Slater Financial Ltd

    Ashbourne
    20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
    86
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mulberry Chartered

    Ashbourne
    A Family run firm built over 30 years of client trust. Backed by The AFH Financial Group - one of the largest advisory firms in The UK with in excess of £6 billion under management. We are offering telephone or Teams for all initial enquiries.
    36
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Ashbourne
    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.
    10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ashwood Law Wealth Management

    Fulford
    For advice on Pensions, Retirement Planning, Investments and Savings, Wealth Management and Life Cover.
    32
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Clear Solutions Wealth and Tax Management

    Hilton
    < 10
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Slater Financial Ltd

    Stoke on trent
    20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
    164
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Slater Financial Ltd

    Outwoods
    20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
    20
    £50k+
    7.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Jeff Smith Quilter Financial Advisers

    Horninglow and eton
    I provide full financial planning advice for both individuals and companies in the Midlands area.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Regent Financial Management

    Stretton
    Regent Financial Management are Independent Financial Advisers in the East Midlands and we provide experienced advice bespoke to each individual client or company. Understanding your needs and aspirations and developing a close relationship is our aim.
    15
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory Ltd

    Derby
    Creating, managing and protecting your wealth the intelligent way
    26
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours & Partners

    Stretton
    57
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Stretton
    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
    52
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory Ltd

    Mackworth
    Creating, managing and protecting your wealth the intelligent way
    44
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • i-Pensions Advisory Ltd

    Burton
    I am dual authorised through the Financial Conduct Authority and have permission to provide specific Final Salary transfer advice
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Leek
    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
    17
    £0+
    9.0
    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

How can a financial adviser help me?

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  • Accessing your pensions
  • Choosing how to take your pension income
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  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
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  • 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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