Top 10 Independent (IFAs) & Restricted Financial Advisers in Abbots Bromley

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  • Andrew Carley - True Potential Wealth Management LLP

    Rugeley
    FCA verified
    True Potential provides experienced advice bespoke to each individual client or company. Recognising that everyone’s personal situations are unique, we will take the time to get to know you, what’s important and work with you every step of the way.
    40
    £50k+
    Can help with
    Pensions & retirement
  • Sigma Wealth Partners

    Rugeley
    FCA verified
    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.
    188
    £50k+
    Can help with
    Pensions & retirement
  • Beals Mortgage & Financial Services

    Brereton and ravenhill
    FCA verified
    We are a Financial Services business celebrating 28 years in business. The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, our aim is to pave the way for a more secure financial future for you.
    415
    £0+
    Can help with
    Pensions & retirement
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  • Sterling & Law - Leicester

    Uttoxeter
    FCA verified
    We are a people business offering financial planning solutions to clients at various stages of their lives. The important distinction with us is that we focus on you, the customer, first, rather than just on financial products and investment performance.
    31
    £0+
    Can help with
    Pensions & retirement
  • Flying Colours

    Uttoxeter
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    16938
    £100k+
    Can help with
    Pensions & retirement
  • Steve Harris at True Potential Wealth Management

    Uttoxeter
    FCA verified
    Ensuring that your finances are being looked after and managed effectively, from an investment and tax perspective, is vitally important. Mistakes can be costly. This is where my knowledge, and expertise can help you achieve your financial dreams.
    83
    £100k+
    Can help with
    Pensions & retirement
  • Harmony Wealth Management LTD

    Uttoxeter
    FCA verified
    The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim is to pave the way for a more secure financial future for you and your family.
    209
    £100k+
    Can help with
    Pensions & retirement
  • The Private Office

    Hednesford
    FCA verified
    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.
    26953
    £100k+
    Can help with
    Pensions & retirement
  • Gemini Wealth Management Ltd

    Lichfield
    FCA verified
    Gemini Wealth Management provides professional unbiased; financial products advice, financial planning, investment and tax efficiency advice to both private individuals and businesses.
    59
    £100k+
    Can help with
    Pensions & retirement
  • Great British Finance Limited

    Branston
    FCA verified
    Personal Financial & Mortgage advice available either at our offices or at your home address.
    61
    £0+
    Can help with
    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.

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