Top 10 Independent (IFAs) & Restricted Financial Advisers in Cold Newton

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  • Douglas Steers & Company

    Leicester
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6338
    £50k+
    Can help with
    Pensions & retirement
  • Cygnus Financial Planning

    Leicester
    FCA verified
    Independent financial planning helping you build and maintain your capital. We empower our clients to bridge the gap between money and life.
    70
    £50k+
    Can help with
    Pensions & retirement
  • RetireInvest Limited

    Leicester
    FCA verified
    We offer professional, friendly, easy to understand, bespoke advice.
    21
    £250k+
    Can help with
    Pensions & retirement
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  • MSBM Wealth

    Leicester
    FCA verified
    Building your Financial future together, we provide the solution to your goals/needs. Whether its complexed world of Final Salary Pension Schemes, investment planning or protection. We can help!
    484
    £50k+
    Can help with
    Pensions & retirement
  • Steve Harris at True Potential Wealth Management

    Leicester
    FCA verified
    Ensuring that your finances are being looked after and managed effectively, from an investment and tax perspective, is vitally important. Mistakes can be costly. This is where my knowledge, and expertise can help you achieve your financial dreams.
    123
    £100k+
    Can help with
    Pensions & retirement
  • Ian Miles at True Potential Wealth Management

    Leicester
    FCA verified
    Our advice is based on listening to your needs and objectives and then creating with you a comprehensive financial plan
    38
    £100k+
    Can help with
    Pensions & retirement
  • Scott Hanley at True Potential Wealth Management LLP

    Leicester
    FCA verified
    Your financial interests, goals and aspirations are of paramount importance and are at the heart of any advice I give. I have a wealth of experience and can assist you with Pensions, including Defined Benefit transfers and Investment Wealth Management.
    397
    £100k+
    Can help with
    Pensions & retirement
  • The Private Office

    Leicester
    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
  • ISJ Independent Financial Planning

    Leicester
    FCA verified
    I’m not your typical Award winning Chartered Financial-planner. I provide professional, relaxed advice, to people retiring, divorcing or with money to Invest
    65
    £100k+
    Can help with
    Pensions & retirement
  • Sterling & Law - Leicester

    Thurmaston
    FCA verified
    We are a people business offering financial planning solutions to clients at various stages of their lives. The important distinction with us is that we focus on you, the customer, first, rather than just on financial products and investment performance.
    64
    £0+
    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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