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

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  • The Private Office

    Honeybourne
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    27029
    £100k+
    Can help with
    Pensions & retirement
  • Karl Thorpe - AFH Wealth Management LTD

    Honeybourne
    FCA verified
    I provide fully independent, impartial financial planning advice to my clients. I take time to understand their circumstances, aspirations and financial planning objectives before working with them to help plan for and achieve their goals.
    10
    £100k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Mickleton
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1383
    £150k+
    Can help with
    Pensions & retirement
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  • Saltus Partners LLP

    Mickleton
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    363
    £250k+
    Can help with
    Pensions & retirement
  • MPI Financial Advice

    Bidford on avon
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    2668
    £0+
    Can help with
    Pensions & retirement
  • Aspirations Financial Advice Ltd

    Honeybourne
    FCA verified
    Main areas of expertise include pensions and investments. Happy to meet at your home.
    17
    £250k+
    Can help with
    Pensions & retirement
  • Newstead Clark

    Bidford on avon
    FCA verified
    Newstead Clark Financial Services offers personalised advice that’s tailored to your individual circumstances and financial goals. They take pride in building long-lasting relationships with their clients, based on trust, integrity, and transparency.
    134
    £50k+
    Can help with
    Pensions & retirement
  • Maria McLoughin at 2Plan Wealth Management

    Ebrington
    FCA verified
    Leading wealth management advice from outstanding financial advisers
    62
    £50k+
    Can help with
    Pensions & retirement
  • Matt Pearson - KLO Financial Services Ltd

    Bidford on avon
    FCA verified
    We Offer Effective Solutions For All Aspects Of Financial Management Independent Advice Tailored to You
    81
    £0+
    Can help with
    Pensions & retirement
  • Positive Solutions FA

    Bidford on avon
    FCA verified
    Creating, preserving and managing our clients’ wealth since 2001
    187
    £0+
    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.