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

Find the best FCA regulated financial advisers in Wiltshire. Get expert help near you with pensions, investments, retirement planning and more.
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  • Optimal Planning Ltd

    Laverstock
    FCA verified
    < 10
    £250k+
    Can help with
    Pensions & retirement

  • Evelyn Partners

    Salisbury
    FCA verified
    "Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
    622
    £500k+
    Can help with
    Pensions & retirement

  • Montpellier Asset Management

    Malmesbury
    FCA verified
    A trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.
    212
    £250k+
    Can help with
    Pensions & retirement
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  • Cole Gunning - Financial Adviser

    Trowbridge
    FCA verified
    Proud, understanding, jargon-free. With extensive financial advice knowledge, I am dedicated to helping individuals and families navigate their financial journeys. My local perspective and I am here to provide personalized guidance every step of the way.
    35
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Royal wootton bassett
    FCA verified
    Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
    37311
    £100k+
    Can help with
    Pensions & retirement

  • Tony Tyler Financial Service Limited

    Salisbury
    FCA verified
    < 10
    £0+
    Can help with
    Business

  • Eight Financial Advice

    Alderbury
    FCA verified
    Eight Financial Advice has been providing advice for over 20 years as a partner practice of St. James’s Place. We provide broad-based advice, mainly to directors, professionals and retirees, helping them with practical financial planning solutions.
    183
    £150k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Corsham
    FCA verified
    We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    375
    £150k+
    Can help with
    Pensions & retirement

  • Matheson Charles

    Chippenham
    FCA verified
    We believe in a no pressure environment and therefore offer a no Obligation Promise. This is our promise that if you don’t wish to proceed with our recommendations, then you don’t pay any fees.
    383
    £0+
    Can help with
    Pensions & retirement

  • Alan Gledhill at Aitana Financial Services

    Alderbury
    FCA verified
    Our mission is to provide an exceptional financial planning service with a professional and compassionate approach.
    216
    £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.