Top 10 Independent (IFAs) & Restricted Financial Advisers in Castle Gresley

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  • Slater Financial Ltd

    Swadlincote
    FCA verified
    20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
    1062
    £50k+
    Can help with
    Pensions & retirement

  • Great British Finance Limited

    Swadlincote
    FCA verified
    Personal Financial & Mortgage advice available either at our offices or at your home address.
    61
    £0+
    Can help with
    Pensions & retirement

  • DGS Chartered Financial Planners

    Swadlincote
    FCA verified
    Experienced firm of Chartered and Independent Financial Advisers providing independent financial advice to individual and corporate clients.
    102
    £100k+
    Can help with
    Pensions & retirement
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  • The Private Office

    Swadlincote
    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.
    30183
    £100k+
    Can help with
    Pensions & retirement

  • Great British Finance Limited

    Branston
    FCA verified
    Personal Financial & Mortgage advice available either at our offices or at your home address.
    61
    £0+
    Can help with
    Pensions & retirement

  • Andrew Carley - True Potential Wealth Management LLP

    Ashby de la zouch
    FCA verified
    True Potential provides experienced advice bespoke to each individual client or company. Recognising that everyone’s personal situations are unique, we will take the time to get to know you, what’s important and work with you every step of the way.
    101
    £100k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Ashby de la zouch
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11597
    £0+
    Can help with
    Pensions & retirement

  • DGS Chartered Financial Planners

    Ashby de la zouch
    FCA verified
    Experienced firm of Chartered and Independent Financial Advisers providing independent financial advice to individual and corporate clients.
    102
    £100k+
    Can help with
    Pensions & retirement

  • Clear Solutions Wealth and Tax Management

    Shobnall
    FCA verified
    Clear Solutions offers bespoke financial advice and solutions throughout the Midlands and London, specialising in financial planning, investments, retirement and inheritance tax planning.
    20
    £250k+
    Can help with
    Pensions & retirement

  • Gratitude Financial Planning

    Ashby de la zouch
    FCA verified
    Protect it. Grow it. Enjoy it. Helping you make the most of your money with friendly, honest financial planning and investment advice. Retirement Advice / Growing Wealth / Pension Advice / Inheritances / Tax Efficiency
    < 10
    £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.

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.