Top 20 Independent Financial Advisers in Atherstone On Stour Cp

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  • KPW Investments

    Glasgow
    We provide a unique personal service, offering bespoke and personal advice to each individual not off the shelf products.
    34
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Grainger Jones - Meriden Financial Planning

    Dudley
    My goal is to make complicated financial planning matters easy to understand and to assist my clients in achieving their goals.
    21
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Neil Walker at 2plan Wealth Management

    Cambridge
    With approaching 30 years experience, Neil prides himself on his ability to help his customers achieve their financial goals. He provides Independent Advice to both personal and business customers throughout East Anglia.
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Town & Country Private Finance Ltd

    Chalfont st peter
    Truly Independent Financial Advice, across all areas, with meetings in your home or workplace, at a convenient time for you.
    14
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Basi & Basi Financial Planning Limited

    Brentwood
    April-2015: Pension changes, ISA and Capital-Gains advice available from your local family firm. Get independent ADVICE, not just "guidance"!
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Takunda Sando at Quilter Financial Advisers

    Wallington
    Chartered Wealth Manager who can assess your current circumstances and then use his extensive knowledge and understanding of all the available financial products and regulations to develop bespoke financial solutions to help you meet your objectives.
    71
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Fairstone Group Ltd

    Amersham
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6641
    £0+
    7.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Financial Advisers Limited

    Fairwater
    I have over 15 years’ experience in the Financial Services Industry, the majority has been spent delivering face-to-face advice and building long term relationships with clients.
    < 10
    £150k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Buxton
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    11385
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bloomfield & Associates Ltd

    Wincanton
    We help our clients to grow their wealth, protect it and enjoy it. In a complex and opaque financial world, we offer clear face-to-face advice to individuals, trustees and businesses.
    52
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    London
    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.
    15952
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hood Financial Planning

    Prestbury
    Hood Financial Planning is here to help you plan for your future so you can be confident that your financial and lifestyles goals are achieved.
    < 10
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • CFS Independent Financial Advisers Limited

    Ponteland
    We can advise you on: Pensions and retirement. Defined Benefit Pension Transfers. Investment. Inheritance Tax Planning.
    13
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alpha Financial Services

    Wolverhampton
    Alpha has been present in the centre of The Black Country offering independent advice for more than 20 years.
    59
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management - Jason Lynch

    Waldridge
    I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax palnning.
    78
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Lichfield
    We are independent financial advisers based in Wolverhampton. We offer financial advice and tailored services covering financial planning, retirement planning, pensions, savings and investments.
    695
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rothesay Bennett Financial Planning

    Loughborough
    All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
    222
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LJ Financial Planning

    Congleton
    I offer Independent Financial Planning advice and specialise in Investments, Pensions & Retirement Planning.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management LLP

    Wigan
    I am a Passionate, Energetic and Attentive Adviser who prides himself on listening and helping clients achieve their goals.
    191
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Blackburn
    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.
    15952
    £100k+
    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.