Top 10 Independent (IFAs) & Restricted Financial Advisers in Winterbourne Monkton

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First meeting is free

  • Hartsfield Financial Services Ltd

    Ogbourne st andrew
    FCA verified
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    226
    £150k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Marlborough
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    561
    £250k+
    Can help with
    Pensions & retirement

  • Berkshire IFA

    Marlborough
    FCA verified
    We offer an initial no cost meeting. We are fully Independent Financial Advisers offering bespoke advice for pensions, inheritance tax planning, investments, pension transfers, final salary pensions and mortgages.
    1416
    £250k+
    Can help with
    Pensions & retirement
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  • Montpellier Asset Management

    Marlborough
    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.
    116
    £150k+
    Can help with
    Pensions & retirement

  • Steve Dixon at AFH Wealth Management

    Marlborough
    FCA verified
    Your first meeting’s costs are covered by your adviser. We can meet in person or online. We offer specialist advice on pensions investments, protection and legacy planning.
    269
    £100k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Wroughton
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    561
    £250k+
    Can help with
    Pensions & retirement

  • Beesure Ltd

    Calne
    FCA verified
    Providing independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.
    335
    £50k+
    Can help with
    Pensions & retirement

  • Hiren Patel at Arcus Wealth

    Calne
    FCA verified
    I'm an Independent Financial Adviser to families & business owners in Bristol & the Southwest. Working with Arcus means you'll be working with an multi award-winning firm with whole of market access, which truly mean the advice is truly about you.
    62
    £50k+
    Can help with
    Pensions & retirement

  • Continuum Financial Services LLP

    Calne
    FCA verified
    I 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 I aim to make this process less complicated and clear.
    110
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Royal wootton bassett
    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.
    30561
    £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.