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

I need advice on
Total assets
My postcode
First meeting is free
  • Unique Financial Planning – Josh Webb

    Windlesham
    FCA verified
    We cover a wide range of Financial Planning. It's about creating, protecting and distributing the wealth you need for the life you want.
    39
    £50k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Sunninghill and ascot
    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.
    17392
    £100k+
    Can help with
    Pensions & retirement
  • Sable Private Wealth Management Ltd

    Sunningdale
    FCA verified
    What's on your mind? Retirement? Wealth Preservation? Extracting value from your business? Busy-ness = procrastinating on personal finances? Cross-border financial planning? It may be a combination. We can help and guide you through all of these areas.
    11
    £150k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
  • Old Royle Wealth Management Ltd

    Sunninghill and ascot
    FCA verified
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
    1761
    £50k+
    Can help with
    Pensions & retirement
  • Carlile Alexander Private Wealth

    Sunninghill and ascot
    FCA verified
    Carlile Alexander Private Wealth is a specialist UK wealth management firm. We are dedicated to helping you achieve your financial goals. Contact us now to find out how Carlile Alexander Private Wealth can help you.
    74
    £100k+
    Can help with
    Pensions & retirement
  • The Private Office

    Sunninghill and ascot
    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.
    27899
    £100k+
    Can help with
    Pensions & retirement
  • Berkshire IFA

    Sunninghill and ascot
    FCA verified
    We offer an initial no cost meeting. We are fully Independent Financial Advisers specialising in advice for clients who need to focus on their pension outcomes, inheritance tax planning, investments, final salary pensions, or need to get a mortgage.
    1347
    £100k+
    Can help with
    Insurance & protection
  • In Partnership

    Sunninghill and ascot
    FCA verified
    We offer Independent Financial Advice and offer every client a bespoke solution to their needs. All 1st consultations are free so there is nothing to lose and everything to gain.
    874
    £250k+
    Can help with
    Pensions & retirement
  • Impartial Financial Advice Ltd

    Sunninghill and ascot
    FCA verified
    - We favour investment & pension solutions which have low ongoing charges, to leave more for the investor. - Our promise to you is no change for changes sake. Sometimes your existing products and funds will remain suitable.
    311
    £50k+
    Can help with
    Pensions & retirement
  • Sandringham Financial Partners

    Sunningdale
    FCA verified
    I help clients make sense of their financial situation, by clarifying their options, understanding their present position, and giving the best advice to suit their needs.
    215
    £150k+
    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.