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

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  • Canaccord Genuity Wealth Management (CGWM)

    Cuckfield
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    63
    £250k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Cuckfield
    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.
    17497
    £100k+
    Can help with
    Pensions & retirement
  • Private Office Asset Management Limited

    Cuckfield
    FCA verified
    Bespoke wealth management, tailored just for you
    20
    £150k+
    Can help with
    Pensions & retirement
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  • Resolve Financial Solutions

    Cuckfield
    FCA verified
    Our aim is simple, yet incredibly effective: helping you to gain your financial wellbeing. We want to help you reconnect with your finances whilst providing the best possible customer service and making clients feel proud that they are making a difference. We are here to demystify finances: no suits, no jargon, no corporate-speak, no hard sell, no hidden fees. As a client you should feel listened to, respected, understood and above all sleep well at night having the confidence that your money is in the right place.
    203
    £50k+
    Can help with
    Pensions & retirement
  • Carpenter Box Financial Advisers

    Cuckfield
    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
    111
    £150k+
    Can help with
    Pensions & retirement
  • Servo Private Wealth

    Haywards heath
    FCA verified
    At Servo Private Wealth, we work with families, individuals, business owners and entrepreneurs as well as companies and charities, to grow and protect the value of their, and their client’s wealth, over the long term. Our aim is to make the complex world of financial services clear, simple and tailored to you.
    < 10
    £250k+
    Can help with
    Pensions & retirement
  • Sterling & Law Group Plc

    Haywards heath
    FCA verified
    I offer an efficient, first-class, professional service whilst retaining the personal touch. My client relationships are built on understanding their needs, goals and aspirations and what really matters to them. Any recommendation is tailored and bespoke.
    82
    £100k+
    Can help with
    Pensions & retirement
  • Wingate Financial Planning

    Crawley
    FCA verified
    We specialise in helping individuals and families with their retirement plans. We have been in Caterham since 2002, and, due to Coronavirus, can offer meetings in our newly-refurbished offices, online or telephone to suit.
    180
    £50k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Haywards 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.
    17497
    £100k+
    Can help with
    Pensions & retirement
  • The Private Office

    Haywards heath
    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.
    28296
    £100k+
    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.