Top 10 Independent (IFAs) & Restricted Financial Advisers in Caverswall

Find the best FCA regulated financial advisers in Caverswall. Get expert help near you with pensions, investments, retirement planning and more

Slater Financial Ltd

Stoke on trent

FCA verified

20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.

Clients
helped

1356

Minimum
wealth

£100k+

Can help with

Pensions & retirement

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Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"

Clients
helped

14503

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Mattioli Woods

Fulford

FCA verified

With a client first approach, we deliver tailored, tax-efficient financial solutions, from investments and pensions to succession and estate planning. Offering transparent, fee based advice, you can us trust to achieve your financial ambitions.

Clients
helped

Recently added

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Evelyn Partners

Forsbrook

FCA verified

"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."

Clients
helped

741

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

Humboldt Financial

Forsbrook

FCA verified

As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.

Clients
helped

2448

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Beaumont Wealth

Forsbrook

FCA verified

With over 25 years of experience in wealth planning, our independent financial advisers have helped countless individuals, families, and businesses build stronger financial futures through trusted, bespoke guidance and a wide range of advice and products.

Clients
helped

984

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Evelyn Partners

Stoke on trent

FCA verified

Clients
helped

741

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

Sam Hartley - True Potential Wealth Management

Stoke on trent

FCA verified

I provide tailored financial advice on pensions, savings & investments. Using cashflow modelling, we project your income, expenses, and assets over time, helping you make informed decisions to help achieve your financial goals with clarity and confidence.

Clients
helped

356

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Advies Wealth Ltd

Draycott in the moors

FCA verified

We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.

Clients
helped

402

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

TheWealthPoint

Stoke on trent

FCA verified

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

Clients
helped

2854

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.