Top 10 Independent (IFAs) & Restricted Financial Advisers in Royal Leamington Spa

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  • Simpson Financial Services Ltd

    Royal leamington spa
    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.
    88
    £100k+
    Can help with
    Pensions & retirement
  • Furnley House Leamington Spa Limited

    Royal leamington spa
    FCA verified
    We could help you live the life you want to lead.
    16
    £100k+
    Can help with
    Pensions & retirement
  • Simpson Financial Services Ltd

    Royal leamington spa
    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.
    87
    £50k+
    Can help with
    Pensions & retirement
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  • Simpson Financial Services Ltd

    Royal leamington spa
    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.
    87
    £50k+
    Can help with
    Pensions & retirement
  • Gerrard Stuart Financial Services Limited

    Royal leamington spa
    FCA verified
    < 10
    £0+
    Can help with
    Tax & trust planning
  • Mercia Financial Planning Ltd

    Royal leamington spa
    FCA verified
    We offer friendly, impartial advice on investments, pensions, protection and mortgages.
    26
    £0+
    Can help with
    Pensions & retirement
  • James Busby at AFH Wealth Management

    Royal leamington spa
    FCA verified
    AFH Wealth Management is a financial-planning led wealth management business, offering holistic financial planning to retail and corporate clients
    < 10
    £50k+
    Can help with
    Financial planning
  • Simpson Financial Services Ltd

    Royal leamington spa
    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.
    87
    £50k+
    Can help with
    Pensions & retirement
  • Sterling Financial Planning Limited

    Royal leamington spa
    FCA verified
    We are financial planners, helping medical professionals, solicitors, accountants and business owners in the West Midlands plan their financial future.
    < 10
    £100k+
    Can help with
    Pensions & retirement
  • Hutt Professional Financial Planning

    Royal leamington spa
    FCA verified
    < 10
    £0+
    Can help with
    Business

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.