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Top 10 Independent (IFAs) & Restricted Financial Advisers in Baddesley Clinton

Find the best FCA regulated financial advisers in Baddesley Clinton. Get expert help near you with pensions, investments, retirement planning and more
Baddesley Clinton, Warwick, Warwickshire
Lucent Financial Planning Ltd

Lucent Financial Planning Ltd

Solihull
FCA verified
At Lucent we help you make your money work harder so you can live your dream life. We do this by identifying your purpose, understanding your aspirations, and organising your finances so you can live the life you’ve always wanted.
Clients
helped
203
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Lifestyle Future Ltd

Lifestyle Future Ltd

Solihull
FCA verified
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
Clients
helped
< 10
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Central Financial Planning Ltd

Central Financial Planning Ltd

Tanworth in arden
FCA verified
Award winning Chartered & Certified financial planners giving personal local independent advice
Clients
helped
28
Minimum
wealth
£100k+
Can help with
Pensions & retirement
ClearView Financial Planning

ClearView Financial Planning

Hockley heath
FCA verified
We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
17
Minimum
wealth
£50k+
Can help with
Pensions & retirement
The Private Office

The Private Office

Solihull
FCA verified
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
38122
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Gemini Wealth Management Ltd

Gemini Wealth Management Ltd

Solihull
FCA verified
Gemini Wealth Management provides professional unbiased; financial products advice, financial planning, investment and tax efficiency advice to both private individuals and businesses.
Clients
helped
123
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Evelyn Partners

Evelyn Partners

Solihull
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
ClearView Financial Planning

ClearView Financial Planning

Solihull
FCA verified
We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
17
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Select Wealth Management

Select Wealth Management

Solihull
FCA verified
As independent financial advisers we are able to put the client at the heart of all we do. We have a fantastic ongoing review service offering 3 levels of service on a fixed fee basis, allowing us to treat all our clients fairly.
Clients
helped
143
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Evelyn Partners

Evelyn Partners

Balsall
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
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.