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

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

Douglas Steers & Company

Wheathampstead

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

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Paul Cryan - Alexander House Financial Planning Ltd

Burnley

FCA verified

Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.

Clients
helped

659

Minimum
wealth

£50k+

Can help with

Pensions & retirement

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Woodside Wealth Ltd has been providing financial advice for over 4 years. We provide broad based advice mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.

Clients
helped

< 10

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

The Private Office

Manchester

FCA verified

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

Clients
helped

38102

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Castle Sundborn

Calne

FCA verified

When you call on Castle Sundborn, you are dealing with experienced yet approachable individuals who you can rely on for timely and helpful advice for all your financial services requirements.

Clients
helped

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Evelyn Partners

Banff

FCA verified

"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

Start enquiry View profile

Saltus Partners LLP

Southampton

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

Aligned Wealth Financial Planning Ltd

Southwater

FCA verified

I'm a Chartered Financial Planner with nearly 20 years’ experience. I help clients consolidate pensions, plan effectively for retirement, structure tax-efficient drawdown strategies, grow wealth and ensure they have a robust personalised financial plan.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

London and County Financial Advisors Ltd

London

FCA verified

Clients come to us for our bespoke advice and guidance on a wide range of financial planning scenarios. We know from first-hand experience that getting the right financial advice can make a big difference at any stage of your life, career or business.

Clients
helped

832

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

The Financial Options Group

Bury

FCA verified

Our emphasis is firmly on offering straight talking & practical advice, which guides our clients through the complex financial landscape

Clients
helped

177

Minimum
wealth

£50k+

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.