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

Find the best FCA regulated financial advisers in Wingfield. Get expert help near you with pensions, investments, retirement planning and more
Wingfield, Wiltshire
Warwick Road Financial Services Ltd

Warwick Road Financial Services Ltd

Bradford on avon
Initial consultation free
FCA verified
Restricted
We look forward to helping you achieve your financial goals, from building long-term security and planning for retirement to protecting your family and making your money work harder through effective tax planning.
Clients
helped
14
Minimum
wealth
£150k+
Meet the team
Daniel McAuley
Chris Downham
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Daniel Chard at True Potential Wealth Management

Daniel Chard at True Potential Wealth Management

Trowbridge
Initial consultation free
FCA verified
Independent
As a Financial Adviser with True Potential Wealth Management I’m committed to delivering better value and choice for my clients.
Clients
helped
28
Minimum
wealth
£50k+
Meet the team
Daniel Chard
Can help with
Pensions & retirement
Financial planning
Investments
Douglas Steers & Company

Douglas Steers & Company

Trowbridge
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10612
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
Stephen Hall at Continuum

Stephen Hall at Continuum

Bradford on avon
Initial consultation free
FCA verified
Independent
Am focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but we aim to make this process clearer and less complicated.
Clients
helped
55
Minimum
wealth
£50k+
Meet the team
Stephen Hall
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Octopus Money

Octopus Money

Bradford on avon
Initial consultation free
FCA verified
Restricted
You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.
Clients
helped
107
Minimum
wealth
£250k+
Meet the team
Owen Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Fidelius Ltd

Fidelius Ltd

Bradford on avon
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
28
Minimum
wealth
£100k+
Meet the team
Rachel Henley
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

Bradford on avon
Initial consultation free
FCA verified
Restricted
"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."
Clients
helped
1077
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Neil Dawson - True Potential Wealth Management

Neil Dawson - True Potential Wealth Management

Bradford on avon
Initial consultation free
FCA verified
Restricted
I have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.
Clients
helped
158
Minimum
wealth
£100k+
Meet the team
Neil Dawson
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Douglas Steers & Company

Douglas Steers & Company

Bradford on avon
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10612
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
Alan Gledhill at Aitana Financial Services

Alan Gledhill at Aitana Financial Services

Bradford on avon
Initial consultation free
FCA verified
Independent
Our mission is to provide an exceptional financial planning service with a professional and compassionate approach.
Clients
helped
232
Minimum
wealth
£0+
Meet the team
Alan Gledhill
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers in Wingfield