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

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  • The Private Office

    Windsor
    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

  • First Sentinel Wealth

    Windsor
    FCA verified
    262
    £100k+
    Can help with
    Pensions & retirement

  • Bampton Independent Financial Services

    Windsor
    FCA verified
    I would welcome the opportunity to meet with you to explain how our proposition might match with your expectations.
    197
    £100k+
    Can help with
    Pensions & retirement
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  • Advies Private Clients LLP - 937655

    Windsor
    FCA verified
    Need Financial Advice. Look no further for Expert Independent Advice. We Offer a Truly Personal and Professional Service.
    172
    £100k+
    Can help with
    Pensions & retirement

  • H B Dobbin Financial Planning Limited

    Windsor
    FCA verified
    HB Dobbin are Independent Financial Advisers (est 1948). We provide tailored financial planning and investment advice to individuals, trustees,and companies.
    11
    £100k+
    Can help with
    Pensions & retirement

  • Octopus Money

    Windsor
    FCA verified
    We believe everyone deserves affordable, 1-to-1 help with their money. We bring together all the pieces of your financial life and make sure your savings, investments and pensions are all on track for the life you want to live.
    60
    £250k+
    Can help with
    Pensions & retirement

  • Advies Wealth Ltd

    Windsor
    FCA verified
    We are one of the UK’s leading (DB) Defined Benefit Pension transfer specialists
    188
    £50k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Windsor
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    436
    £250k+
    Can help with
    Pensions & retirement

  • Keith Whitehead - True Potential LLP

    Windsor
    FCA verified
    I have joined True Potential Wealth Management as an experienced Financial Planner, with a wealth of knowledge and expertise, particularly in the complex areas of investments and pensions, including Defined Benefit/Final Salary advice.
    561
    £100k+
    Can help with
    Pensions & retirement

  • Oury Clark

    Slough
    FCA verified
    We have the expertise to give you the advice that you need to make smart choices for the future.
    123
    £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.