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

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  • Simpson Financial Services Limited

    Upton upon severn
    FCA verified
    Simpson Financial Services was established in 2004 with one aim – to provide you with the highest standard of financial advice and care. We help you reach your goals through financial planning, mortgage and protection advice, and wealth management.
    147
    £50k+
    Can help with
    Pensions & retirement

  • Cooper Parry Wealth

    Upton upon severn
    FCA verified
    We are multi award winning and one of the fastest growing financial planning firms in the UK. We build a genuine understanding of you and what you want to get from life.
    18
    £250k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Malvern
    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.
    225
    £150k+
    Can help with
    Pensions & retirement
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  • Nabil Kazi at Truly Independent

    Malvern
    FCA verified
    We are a UK-wide financial advice firm, listed as one of the top 100 by FTAdvisers. Our network of independent financial advisers cover the whole financial services market.
    65
    £50k+
    Can help with
    Pensions & retirement

  • William Felix - Intelligent Financial Advisory Ltd

    Ripple
    FCA verified
    Creating, managing and protecting your wealth the intelligent way
    211
    £100k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Ripple
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    427
    £250k+
    Can help with
    Pensions & retirement

  • Gary Morris - 2plan wealth management (Malvern-IFA)

    Malvern
    FCA verified
    Chartered Financial Planner - highly qualified, experienced, multi-award winner. Specialising in pensions, retirement planning, investment management, inheritance tax & trusts.
    75
    £50k+
    Can help with
    Pensions & retirement

  • Jo Bracewell - True Potential Wealth Management

    Hanley castle
    FCA verified
    Our aim is to revolutionise the way wealth management is delivered. We believe that by using technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
    107
    £50k+
    Can help with
    Pensions & retirement

  • Kind Wealth

    Ledbury
    FCA verified
    Our purpose is helping families prosper through providing excellent financial planning and mortgage advice to our clients.
    < 10
    £250k+
    Can help with
    Pensions & retirement

  • Consequential Planning Ltd

    Ledbury
    FCA verified
    We do not advise on cryptocurrency nor do we help with any claims or losses connected to cryptocurrency. Any individual claiming to do so is not connected with this business.
    272
    £50k+
    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.