Top 20 Independent Financial Advisers in Berkswich

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  • Opal Wealth Management Ltd

    Stafford
    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
  • Friendly Wealth Management

    Stafford
    Chartered Financial Planners specialising in Investments, Pensions, Retirement Planning, Taxation and Wealth Management.
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Stafford
    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 Private Office

    Stafford
    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
  • Fairstone Financial Management Limited

    Stafford
    Chartered Financial Planners rated the No. 1 wealth management house on Trustpilot.
    36
    £500k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lonsdale Wealth Management (Stafford)

    Dunston
    Lonsdale Wealth Management offer clear and professional independent financial advice to help you make the right decisions about your future.
    56
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Stafford
    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+
    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
  • Enhance Financial Planning

    Brereton and ravenhill
    We Protect and Enhance wealth with clear, straightforward independent financial advice. Our approach is simple. We listen to you.
    45
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Sandon and burston
    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+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • 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
  • Blackroot Financial Planning

    Hednesford
    I am passionate about providing Independent Financial Advice to suit your individual needs and objectives, and delivering advice to you in a clear and simple manner.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Cannock
    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+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bright Wealth

    Cannock
    We provide step by step advice & recommendations on a range of financial matters, including pension, investment, tax. planning and personal protection. Our clients are our number one priority and we are committed to providing a first class service.
    117
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Brereton and ravenhill
    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+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Enhance Financial Planning

    Cannock
    We Protect and Enhance wealth with clear, straightforward independent financial advice. Our approach is simple. We listen to you.
    45
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wealth Design Limited

    Bridgtown
    A warm welcome from Hunter & Co (IFA) Ltd, where we take a fresh approach to providing Financial Advice.
    35
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Thursfield & Co Personal Financial Planning

    Cannock
    Hello my name is Tony. We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
    127
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Bridgtown
    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
  • Evans Ash Financial Services LLP

    Bridgtown
    A personal service by professional advisers for over 25 years.
    38
    £0+
    9.0
    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.