Find an Independent or Restricted Financial Adviser
- We are a family-run firm offering expert, personalised financial advice for you and your family. We service clients across the whole of the North-West and North Wales. Approver: Quilter Financial Services Limited (08/02/2023).Clients204
helpedMinimum£50k+
wealthPensions & retirement - We offer friendly personalized financial advice in a full range of products including retirement and pensions, investments, insurances and equity release as well as trust and financial planning.Clients35
helpedMinimum£100k+
wealthPensions & retirementNot sure which adviser to pick?Answer a few questions to help us find you the perfect match. - 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.Clients104
helpedMinimum£50k+
wealthPensions & retirement - As an Independent Financial Adviser I am passionate about building long term relationships and working closely with my clients to provide bespoke financial planning solutions tailored to individual needs. With the support of the Vision Independent Financial Planning network I offer a truly ‘whole of market’ approach which enables me to provide the best possible financial advice to my clients and their families. I like to take time to fully understand my client’s needs and requirements and find ongoing solutions that can help them achieve their lifetime goals.Clients23
helpedMinimum£50k+
wealthPensions & retirement - Chartered Financial Planning practice providing Solutions throughout the UK for every stage of your financial life, delivering a first class service from a firm that truly puts clients at the centre of everything we do.Clients205
helpedMinimum£100k+
wealthPensions & retirement - We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profileClients1661
helpedMinimum£50k+
wealthPensions & retirement - At Liora Wealth, we focus on you and your life’s goals and aspirations. We make sure your finances are structured to support you in achieving your goals (we can also help you to establish what your goals are).Clients35
helpedMinimum£150k+
wealthPensions & 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.