Top 20 Independent Financial Advisers in Oakengates

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  • 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.
    New adviser
    £100k+
    9.0
    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
    64
    £20k+
    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.
    New adviser
    £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 can look after all your financial needs.
    33
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LJ Financial Planning, David Jamieson

    Great dawley
    We help you achieve financial freedom through sound, long-term financial planning.
    22
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Croft and Oakes Chartered Financial Planners Limited

    Hollinswood and randlay
    If you are currently concerned about the impact of coronavirus on your pensions and investments were here to help. We have the facility to provide advice remotely or just put your mind at rest. Independent Financial Advice provided by a Chartered Financial Planner explained in plain language.
    29
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Great dawley
    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*
    New adviser
    £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.
    New adviser
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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
  • 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
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • 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*
    New adviser
    £50k+
    10.0
    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
  • 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
  • Robert Nicholas Financial Advisers Ltd

    Newport
    We aim to deliver quality independent financial advice in a professional, personal and friendly way
    18
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Much wenlock
    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*
    New adviser
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Worfield
    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*
    21
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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%
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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% client retention rate throughout the West Midlands, Cheshire and North Wales.
    New adviser
    £50k+
    10.0
    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
  • 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

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.