Top 10 Independent (IFAs) & Restricted Financial Advisers in Milton Keynes
Adam Gregory at True Potential Wealth Management
Woburn sandsReach your true potential Tell us your financial goals and we can help you achieve them.
Clients
helped< 10Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentTrue Potential Wealth Management - Jason Lynch
Great linfordI am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax planning.
Clients
helped386Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedMPI Financial Advice
West bletchleyWe provide a free update & advice service to help you understand your plans.
Clients
helped5036Minimum
wealth£0+Pensions & retirementSHInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Douglas Steers & Company
WaltonExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7411Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentTrue Potential Wealth Management - Jason Lynch
West bletchleyI am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax palnning.
Clients
helped386Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedOctopus Money
West bletchleyWe believe everyone deserves affordable, 1-to-1 help with their money. We bring together all the pieces of your financial life and make sure your savings, investments and pensions are all on track for the life you want to live.
Clients
helped95Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified RestrictedCanaccord Genuity Wealth Management (CGWM)
Shenley brook endAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped644Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentWarren Wealth Management Ltd
Aspley heathLeading wealth management advice from outstanding financial advisers
Clients
helped334Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentOld Royle Wealth Management Ltd
Great linfordSimply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
Clients
helped2125Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentCalum Mackenzie @ PSA Financial Services
Great linfordI am a fully qualified Independent Financial Advisor with a particular focus on complex matters such as trust planning. I am committed to maintaining high standards in all aspects of my work, while fostering strong, long-lasting relationships.
ClientsRecently added
helpedMinimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified Independent
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.