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

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  • The Private Office

    Appledram
    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.
    29593
    £100k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    East wittering
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11318
    £0+
    Can help with
    Pensions & retirement
  • Blacktower Financial Management

    Bosham
    FCA verified
    We have celebrated more than 30 successful years supporting clients with their finances.
    158
    £50k+
    Can help with
    Pensions & retirement
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  • Fairstone Group

    Bosham
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11318
    £0+
    Can help with
    Pensions & retirement
  • Focus Investment Planning Ltd

    Chichester
    FCA verified
    We are truly Independent Advisers who specialise in Investments, Pensions, Mortgage Advice and Inheritance tax planning. In light of Coronavirus we can also offer online and telephone advice to those of you that may be shielding.
    146
    £0+
    Can help with
    Pensions & retirement
  • Douglas Steers & Company

    North mundham
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6001
    £50k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Chichester
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11318
    £0+
    Can help with
    Pensions & retirement
  • CPN Financial Services Limited

    Chichester
    FCA verified
    Professional and independent investment and pension management services.
    135
    £100k+
    Can help with
    Pensions & retirement
  • Temple Wealth Management Ltd

    Chichester
    FCA verified
    Our priority is to understand your financial goals and offer advice on products, based on full research, that enables you to reach those goals.
    16
    £50k+
    Can help with
    Pensions & retirement
  • Carpenter Box Financial Advisers

    Chichester
    FCA verified
    Whether you are a young family seeking protection against life’s unforeseen events, building a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, we can meet your needs.
    115
    £150k+
    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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