Top 20 Independent Financial Advisers in Burtoncumwalden

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  • Mulberry Chartered

    Ashbourne
    A Family run firm built over 30 years of client trust. Backed by The AFH Financial Group - one of the largest advisory firms in The UK with in excess of £6 billion under management. We are offering telephone or Teams for all initial enquiries.
    634
    £100k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lord Clarke Ltd

    Lutterworth
    In a period of uncertainty our aim is to help you reduce or eliminate financial risk, whilst realising your financial goals. We work hard to help our clients see the difference between how much money they think they have and how much they actually do.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Windsor
    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.
    12548
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning

    Truro
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Oakley Independent Limited

    Frodsham
    Total Independent Financial, Saving, Investment, Pension and Business Advice from People who Care
    143
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Swavesey
    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.
    12548
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Pension Planner

    London
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Birmingham, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    3684
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ips Financial Solutions Limited

    London
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • QED Financial Associates Ltd

    Penistone
    QED believe in providing quality financial advice and strive to deliver it in a professional manner, putting the client first.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Utopia Wealth Planning Ltd

    Chestfield
    Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
    16
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • K G J Insurance Brokers

    Stourbridge
    We provide freedom and peace of mind, by offering confidential, professional and independent advice for all your insurance, mortgage and financial advice needs.
    13
    £0+
    7.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Talis IFA - Rachel Johnston

    Stevenage
    I excel at making the complex seem simple and really being able to get to the heart of your aspirations. My aim is to form strong and lasting relationships, making sure you always have the best solution whatever your needs may be.
    36
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Beaumont Wealth

    Oswestry
    Here at Beaumont Wealth, our carefully selected team of male and female employed advisers offer independent expert financial advice with no hidden surprises.
    79
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Amethyst Independent Financial Advisers LLP

    West bedlington
    We are passionate about what we do and provide easy to understand financial solutions to satisfy your individual requirements.
    136
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Dolphin Financial Limited

    Rowton
    We offer an initial free consultation so that you can get to know us and us you.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Coventry
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5478
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Engage Wealth Management Ltd

    Worthing
    We are an independent financial advice firm based in Hove, East Sussex. We aim to help more people engage with their finances, understand their options and secure their own financial future.
    29
    £0+
    7.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lumley Baxter Asset Management LLP

    Huddersfield
    We are a Chartered firm of financial planners based in Huddersfield. Founded in 1969, we are a family business with decades of experience and a rich history. We have an outstanding reputation in and around the Yorkshire area.
    11
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Paul Chada at True Potential Wealth Management

    Motherwell
    I have been giving quality, honest advice to my clients for over 25 years. I work with all walks of life, nationwide, helping them to achieve their aspirations in all areas of financial planning, including Defined Benefit/Final Salary advice.
    25
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    London
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5479
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    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.