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Top 10 Independent (IFAs) & Restricted Financial Advisers in Sutton Benger

Find the best FCA regulated financial advisers in Sutton Benger. Get expert help near you with pensions, investments, retirement planning and more
Sutton Benger, Wiltshire
Montpellier Asset Management

Montpellier Asset Management

Sutton benger
Initial consultation free
FCA verified
Independent
A trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.
Clients
helped
239
Minimum
wealth
£250k+
Meet the team
Richard Turnbull
William Gregory
Chris Riddell
Peter Howard
Simon Whitney
+1
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Stockbroking services
Mortgages
Fairstone Group

Fairstone Group

Chippenham
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15211
Minimum
wealth
£0+
Meet the team
James Relph
Iain Robinson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
The Private Office

The Private Office

Chippenham
Initial consultation free
FCA verified
Independent
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.
Clients
helped
39827
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+47
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
Ascot Lloyd

Ascot Lloyd

Chippenham
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
2014
Minimum
wealth
£150k+
Meet the team
Tom Bartlett
Craig Couldrick
Kevin Broome
Raj Chauhan
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Matheson Charles

Matheson Charles

Chippenham
Initial consultation free
FCA verified
Independent
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.
Clients
helped
420
Minimum
wealth
£0+
Meet the team
J
T
Ian Hayes
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Long Term Care
Mortgages
Parker Jumabhoy Wealth Management

Parker Jumabhoy Wealth Management

Bremhill
Initial consultation free
FCA verified
Restricted
Kathryn Jumabhoy has been providing financial advice for over 12 years. She provides broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
64
Minimum
wealth
£0+
Meet the team
Kathryn Jumabhoy
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Fidelius Ltd

Fidelius Ltd

Chippenham
Initial consultation free
FCA verified
Independent
Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
22
Minimum
wealth
£100k+
Meet the team
Rachel Henley
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
The Private Office

The Private Office

Chippenham
Initial consultation free
FCA verified
Independent
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.
Clients
helped
39827
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+47
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
Cepen Independent Financial Advice

Cepen Independent Financial Advice

Chippenham
Initial consultation free
FCA verified
Independent
I offer bespoke solutions for Individual and Corporate Clients in Investments, Pensions, Savings and Protection, backed by 25 years experience of providing advice centred around your requirements.
Clients
helped
109
Minimum
wealth
£50k+
Meet the team
Kelvin Wells
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Douglas Steers & Company

Douglas Steers & Company

Chippenham
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10562
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Frequently Asked Questions about Financial Advisers in Sutton Benger