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

Find the best FCA regulated financial advisers in Beamsley. Get expert help near you with pensions, investments, retirement planning and more

Halcyon Wealth Management Ltd

Corbridge

FCA verified

Halcyon Wealth Management Ltd provide investment and retirement planning advice along with an ongoing servicing proposition.

Clients
helped

Minimum
wealth

£0+

Can help with

Pensions & retirement

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"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

740

Minimum
wealth

£500k+

Can help with

Pensions & retirement

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Douglas Steers & Company

Maidstone

FCA verified

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

Clients
helped

9686

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Advanta Wealth

Windlesham

FCA verified

With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.

Clients
helped

975

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Quilter Cheviot Financial Planning (NE, Midlands, NW and Northern Ireland)

Wolverhampton

FCA verified

We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.

Clients
helped

390

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Gemini Wealth Management Ltd

Lichfield

FCA verified

Gemini Wealth Management provides professional unbiased; financial products advice, financial planning, investment and tax efficiency advice to both private individuals and businesses.

Clients
helped

123

Minimum
wealth

£100k+

Can help with

Pensions & retirement

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Matthew Winchester -Pocock Sanders

Ringwood

FCA verified

Hi my name is Matthew , I’m a local financial adviser based in Bournemouth and I have been providing straight forward, easy to understand financial advice for over 25years. My initial consultation is free so please reach out to see if I can help you.

Clients
helped

155

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Rothesay Bennett Financial Planning

Bidford on avon

FCA verified

We are an independent financial planning firm that delivers unbiased & tailored advice to our clients across England & Scotland. Our primary aim is to enable our clients the peace of mind and confidence to make financial decisions without reservation.

Clients
helped

242

Minimum
wealth

£100k+

Can help with

Pensions & retirement

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Flying Colours Advice

London

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.

Clients
helped

19932

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Saltus Partners LLP

Worthing

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.

Clients
helped

965

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.