Are you an adviser? Go to Unbiased Pro
Login

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
Swindon, South Staffordshire, Staffordshire
Whateley Wealth Management Limited

Whateley Wealth Management Limited

Kingswinford
Initial consultation free
FCA verified
Independent
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
214
Minimum
wealth
£100k+
Meet the team
G
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Evelyn Partners

Evelyn Partners

Kingswinford
Initial consultation free
FCA verified
Restricted
"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
1011
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Consequential Planning Ltd

Consequential Planning Ltd

Kingswinford
Initial consultation free
FCA verified
Independent
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
478
Minimum
wealth
£50k+
Meet the team
David Farrance
Michael Farrance
Caroline Laudren
J
Adam Rendall
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Greentree Wealth Management Ltd

Greentree Wealth Management Ltd

Kingswinford
Initial consultation free
FCA verified
Independent
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
20
Minimum
wealth
£0+
Meet the team
Gary Millership
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Savings
Business
Personal Financial Advice

Personal Financial Advice

Kingswinford
Initial consultation free
FCA verified
Independent
Personal Financial Advice Limited is a long-established financial planning company with satisfied clients across Worcestershire for over 30 years. We offer an initial consultation free of charge and you are under no obligation to proceed with us.
Clients
helped
10
Minimum
wealth
£100k+
Meet the team
N
Can help with
Pensions & retirement
Financial planning
Investments
Evelyn Partners

Evelyn Partners

Wombourne
Initial consultation free
FCA verified
Restricted
"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
1011
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Purity Financial Services Limited

Purity Financial Services Limited

Brierley hill
Initial consultation free
FCA verified
Independent
I help clients with their investment and pension/retirement planning. Contact me for a 'free' review and I am sure you will benefit.
Clients
helped
140
Minimum
wealth
£50k+
Meet the team
Lee Waterfall
Andrew Weaver
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
TheWealthPoint

TheWealthPoint

Brierley hill
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3174
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
TheWealthPoint

TheWealthPoint

Dudley
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3174
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Meriden Financial Planning Limited

Meriden Financial Planning Limited

Stourbridge
Initial consultation free
FCA verified
Independent
Choosing a local financial adviser you can trust may seem a daunting task, but if you need help with a financial decision it’s worth persevering. A good financial adviser can save you money and a lot of worry.
Clients
helped
209
Minimum
wealth
£50k+
Meet the team
Duncan Chance
Richard Oliver
Richard Chapman
E
J
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Frequently Asked Questions about Financial Advisers in Swindon