Top 10 Independent (IFAs) & Restricted Financial Advisers in Preston Bagot

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  • Attivo

    Henley in arden
    FCA verified
    We have a team of highly qualified people, and have chosen to remain independent as we think clients should have access to unbiased advice and products from the whole of the market. Stephen Harper Chairman of Attivo
    129
    £100k+
    Can help with
    Financial planning

  • Ethan Griffiths at PSA Financial Services

    Henley in arden
    FCA verified
    We strive to provide clear, honest, no-nonsense financial solutions, Helping our clients achieve their financial ambitions.
    28
    £50k+
    Can help with
    Pensions & retirement

  • Simpson Financial Services Ltd

    Henley in arden
    FCA verified
    Simpson Financial Services was established in 2004 with one aim – to provide you with the highest standard of financial advice and care. We help you reach your goals through financial planning, mortgage and protection advice, and wealth management.
    86
    £50k+
    Can help with
    Pensions & retirement
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  • Central Financial Planning Ltd

    Tanworth in arden
    FCA verified
    Award winning Chartered & Certified financial planners giving personal local independent advice
    28
    £100k+
    Can help with
    Pensions & retirement

  • Flying Colours

    Hockley heath
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    16938
    £100k+
    Can help with
    Pensions & retirement

  • 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.
    75
    £50k+
    Can help with
    Pensions & retirement

  • Dhm Wynchwood LLP

    Stratford upon avon
    FCA verified
    Established in 1973, DHM has a history of providing good advice to individuals and businesses.
    < 10
    £0+
    Can help with
    Pensions & retirement

  • 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.
    Recently added
    £50k+
    Can help with
    Pensions & retirement

  • Jerroms Financial Planning

    Cheswick green
    FCA verified
    Independent financial advisers experienced in all aspects of retirement and investment planning, also consulting with small companies and business owners. Providing you financial peace of mind through a robust, bespoke financial plan.
    128
    £50k+
    Can help with
    Pensions & retirement

  • PSA Financial Services - Elliot Conteh

    Warwick
    FCA verified
    My true passion comes from connecting with individuals and helping them achieve long-term financial goals through pension, investment, and retirement planning.
    338
    £50k+
    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.

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.