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

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

Neil Dawson - True Potential Wealth Management

Kingswinford

FCA verified

I have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.

Clients
helped

123

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Whateley Wealth Management Limited

Kingswinford

FCA verified

Looking for a wealth management partner who puts you first? At Whateley Wealth Management, we offer personalised financial planning, investment advice, and retirement strategies. Let us help you build a secure financial future. Your goals, our expertise!

Clients
helped

207

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Evelyn Partners

Kingswinford

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

Consequential Planning Ltd

Kingswinford

FCA verified

We do not advise on cryptocurrency nor do we help with any claims or losses connected to cryptocurrency. Any individual claiming to do so is not connected with this business.

Clients
helped

455

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Greentree Wealth Management Ltd

Kingswinford

FCA verified

Our team at Greentree would love to help you with your retirement or investment planning. With over 15 years experience, we specialise in providing simple, jargon free advice, helping our clients to identify and achieve their financial objectives.

Clients
helped

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Sebastian Tempest at True Potential

Kingswinford

FCA verified

I have been helping my clients with their investments, pension & retirement planning, including Defined Benefit advice, since 2003. Please do get in touch and I will be delighted to help you achieve your financial goals.

Clients
helped

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Personal Financial Advice

Kingswinford

FCA verified

Clients
helped

< 10

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Evelyn Partners

Wombourne

FCA verified

Clients
helped

741

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

TheWealthPoint

Brierley hill

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

TheWealthPoint

Dudley

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.