Top 10 Independent (IFAs) & Restricted Financial Advisers in West Harptree

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Total assets
My postcode
First meeting is free
  • Hartsfield Financial Services

    Clutton
    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.
    1527
    £150k+
    Can help with
    Pensions & retirement
  • J Edward Sellars & Partners Ltd

    Winford
    FCA verified
    615
    £50k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Dundry
    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.
    1527
    £150k+
    Can help with
    Pensions & retirement
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  • Flying Colours

    Churchill
    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.
    17577
    £100k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Wells
    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.
    1527
    £150k+
    Can help with
    Pensions & retirement
  • Jamie Jacobs at IFAMAX Wealth Management

    Wrington
    FCA verified
    An experienced & highly qualified IFA who would welcome a friendly 'sales and jargon-free' chat to see how I can help. We offer a unique service at Ifamax where your initial 3 meetings are charge and obligation free. Think of it as a try before you buy!
    < 10
    £250k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Wrington
    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.
    1527
    £150k+
    Can help with
    Pensions & retirement
  • Saltus Partners LLP

    Midsomer norton
    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.
    449
    £250k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Wells
    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.
    17577
    £100k+
    Can help with
    Pensions & retirement
  • J Edward Sellars & Partners Ltd

    Wells
    FCA verified
    615
    £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.