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

Find the best FCA regulated financial advisers in Firbeck. Get expert help near you with pensions, investments, retirement planning and more
Firbeck, Rotherham, South Yorkshire
Clarity Wealth Limited

Clarity Wealth Limited

Maltby
FCA verified
Everyone looks forward to their retirement - are you prepared for yours?
Clients
helped
1296
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Jeanette Mchardy at Tavistock Private Client

Jeanette Mchardy at Tavistock Private Client

Tickhill
FCA verified
Chartered independent financial adviser with a demonstrated history of working in the financial services industry. Skilled in Pensions, Life Insurance, Finance, and Investments advice; providing clients with an ongoing service they can trust.
Clients
helped
62
Minimum
wealth
£100k+
Can help with
Pensions & retirement
WealthConnect Financial Planning

WealthConnect Financial Planning

Maltby
FCA verified
As your independent financial adviser, I offer expert, unbiased guidance from helping you protect your family, growing your investments, and planning for a secure future.
Clients
helped
436
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Kirrage Williams Limited

Kirrage Williams Limited

Tickhill
FCA verified
We can help you plan for your financial future. We offer a detailed financial review and will help you determine the most appropriate outcome for the decisions that you face.
Clients
helped
863
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Becky Lawrence  - TTRL Financial Planning Ltd (M&G Wealth)

Becky Lawrence - TTRL Financial Planning Ltd (M&G Wealth)

Worksop
FCA verified
Becky, puts her client needs at the centre of any advice given and has over 10 years’ experience in advising in Pensions, Protection, Investments and holistic Financial planning. Becky is an appointed representative of M&G Wealth.
Clients
helped
25
Minimum
wealth
£0+
Can help with
Pensions & retirement
Advies Wealth Ltd

Advies Wealth Ltd

Tickhill
FCA verified
We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.
Clients
helped
402
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Advies Wealth Ltd

Advies Wealth Ltd

Worksop
FCA verified
We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.
Clients
helped
402
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Becky Lawrence  - TTRL Financial Planning Ltd (M&G Wealth)

Becky Lawrence - TTRL Financial Planning Ltd (M&G Wealth)

Worksop
FCA verified
Becky, puts her client needs at the centre of any advice given and has over 10 years’ experience in advising in Pensions, Protection, Investments and holistic Financial planning. Becky is an appointed representative of M&G Wealth.
Clients
helped
25
Minimum
wealth
£0+
Can help with
Pensions & retirement
Becky Lawrence  - TTRL Financial Planning Ltd (M&G Wealth)

Becky Lawrence - TTRL Financial Planning Ltd (M&G Wealth)

Worksop
FCA verified
Becky puts her client needs at the centre of any advice given and has over 10 years’ experience in advising in Pensions, Protection, Investments and holistic Financial planning. Becky is an appointed representative of M&G Wealth.
Clients
helped
25
Minimum
wealth
£0+
Can help with
Pensions & retirement
The Pension Planner

The Pension Planner

Shireoaks
FCA verified
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Worksop helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!
Clients
helped
5647
Minimum
wealth
£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.

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