Top 20 Independent Financial Advisers in Stourportonsevern

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  • Trusted Planning Ltd

    Sale
    Only British Standard BS8577 certificated firm in the region. All advisers Chartered, ISO22222 & CFP certificated. Call us on (0161)9052575.
    47
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Halcyon Wealth

    Harrow
    A client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells
    1081
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tony Whelan -True Potential Wealth Management

    London
    I offer holistic or focused financial planning advice. Giving clients value for money with full transparency and full ongoing service
    28
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Financial Advisers

    Kempston
    At Quilter Financial Advisers we specialise in personal and corporate financial planning. Our philosophy is to offer a high quality and personal service to each of our valued clients.
    249
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander Calder Financial Limited

    Worksop
    Established for over 20 years we have built and maintain our relationships on ensuring our clients are at the centre of everything we do. Our traditional values combine well with modern thinking to ensure an efficient supportive service.
    29
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Foster Denovo Limited

    London
    Helping city professionals achieve their financial goals and objectives whilst they’re at the peak of their earning powers.
    63
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Keith Whitehead - LJ Financial Planning Ltd

    Chichester
    Keith wants to combine his significant investment knowledge in a holistic approach to help his clients achieve their financial goals.
    397
    £50k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Mellor Practice

    Arundel
    We aim to provide expert, fully independent advice for clients in the South covering the whole spectrum of financial planning.
    62
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Elmfield Financial Planning Limited

    Padiham
    Our dedicated team provide clients with clarity and insight, presenting options and delivering solutions on a range of financial matters.
    21
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Clitheroe
    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.
    10983
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Opal Wealth Management Ltd

    Shrewsbury
    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*
    540
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Eversley Wealth Management

    Hertford
    We provide bespoke, unbiased independent advice to help our clients achieve their financial goals.
    108
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Brierie Financial Planning Ltd

    Johnstone
    We specialise in serving clients with £100,000 + of investable assets (investment and/or pension funds). Financial, Adviser, Planning, Pensions, investments,
    52
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Prestige Financial Planners Ltd

    Morley
    Renowned for Distinction... Our advisers are qualified to both Chartered and Fellowship status. These highly coveted qualifications are both prestigious and hard-earned titles, and are far beyond what is considered industry standard.
    33
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Humboldt Financial

    Bix and assendon
    We do more financial planning in 2 hours, than most do in 7 years
    490
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Create and Prosper Financial Services Ltd

    Kirkcaldy
    Create and Prosper is a firm of Chartered Financial Planners offering clients access to independent advice at a competitive cost.
    23
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sandringham Financial Partners

    Deal
    Your money is precious, so let us help you make the most of it.
    86
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Iceni Financial Advisers Ltd

    Dereham
    We are professional , friendly and helpful. We are passionate about helping our clients achieve their financial goals.
    32
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • YorWealth Ltd

    York
    YorWealth help clients and their families plan for a better future. We play a crucial role in helping our clients understand what they want, when they want it, and how to get there.
    18
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Maidstone
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5228
    £0+
    9.1
    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.