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

Find the best FCA regulated financial advisers in Lapley. Get expert help near you with pensions, investments, retirement planning and more
Lapley, Stretton And Wheaton Aston, South Staffordshire, Staffordshire
Bright Wealth

Bright Wealth

Penkridge
FCA verified
We have over 35 years experience in providing advice on a range of financial matters, including pension, investment, tax planning and protection. Our clients are our number one priority and we are committed to providing a first class service.
Clients
helped
493
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Start enquiryView profile
Evelyn Partners

Evelyn Partners

Brewood and coven
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 enquiryView profile
Evelyn Partners

Evelyn Partners

Penkridge
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 enquiryView profile
Advies Wealth Ltd

Advies Wealth Ltd

Penkridge
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 enquiryView profile
Lee Jones - Julian Harris Financial Consultants

Lee Jones - Julian Harris Financial Consultants

Penkridge
FCA verified
Lee is adept in providing completely Independent and Impartial Financial Advice across the whole marketplace to clients on their pensions, investments, and protection requirements.
Clients
helped
48
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Start enquiryView profile
Beaumont Wealth

Beaumont Wealth

Gnosall
FCA verified
We are Independent Financial Advisers specialising in pensions and investments. With over 30 years’ experience we know that each of our clients is an individual and we provide bespoke advice accordingly.
Clients
helped
984
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Start enquiryView profile
Hough Financial

Hough Financial

Albrighton
FCA verified
Hough Financial provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
56
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Start enquiryView profile
Paul Mabbett - Truly Independent Limited

Paul Mabbett - Truly Independent Limited

Albrighton
FCA verified
I am dedicated to achieving successful outcomes for my clients. My mission is to bring a lifetime financial planning experience, where the advice is uncomplicated, clear and at all times meaningful.
Clients
helped
92
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
Humboldt Financial

Humboldt Financial

Albrighton
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 enquiryView profile
Evelyn Partners

Evelyn Partners

Stafford
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 enquiryView profile
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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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.