Top 10 Independent (IFAs) & Restricted Financial Advisers in Heanor And Loscoe Cp

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  • True Potential Wealth Management - Jason Lynch

    Heanor and loscoe
    FCA verified
    I 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.
    347
    £100k+
    Can help with
    Pensions & retirement
  • Atomos Financial Planning Limited

    Heanor and loscoe
    FCA verified
    We’re atomos and we’re here to make your dreams and financial ambitions a reality.
    101
    £250k+
    Can help with
    Pensions & retirement
  • Richard F Preston - 2 Plan Wealth Management

    Heanor and loscoe
    FCA verified
    I truly believe that great financial advice is an ethical principal in achieving positive life and financial outcomes
    110
    £50k+
    Can help with
    Pensions & retirement
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  • Ian Bagshaw - Fairstone Financial Management

    Eastwood
    FCA verified
    Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.
    233
    £100k+
    Can help with
    Pensions & retirement
  • The Private Office

    Eastwood
    FCA verified
    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.
    30296
    £100k+
    Can help with
    Pensions & retirement
  • Douglas Steers & Company

    Eastwood
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6392
    £50k+
    Can help with
    Pensions & retirement
  • Advice Rooms

    Ripley
    FCA verified
    Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
    370
    £0+
    Can help with
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Ripley
    FCA verified
    We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
    4740
    £0+
    Can help with
    Pensions & retirement
  • Matt Pike - Opal Financial Planning (M&G TAP)

    Ilkeston
    FCA verified
    We all have things that are important to us. Even if it’s making sure your current standard of living lasts throughout retirement, it’s important to know where to start.
    < 10
    £50k+
    Can help with
    Pensions & retirement
  • Great British Finance Ltd

    West hallam
    FCA verified
    For advice on Pensions, Retirement Planning, Investments and Savings, Wealth Management, Life/Income Protection, Key Person Assurance and Share Protection.
    152
    £50k+
    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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