Top 10 Independent (IFAs) & Restricted Financial Advisers in Shepshed
Calum Mackenzie @ PSA Financial Services
ShepshedI 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 IndependentDouglas Steers & Company
ShepshedExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7369Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentAndrew Carley - True Potential Wealth Management LLP
ShepshedTrue 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.
Clients
helped134Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Rothesay Bennett Financial Planning
LoughboroughWe are an independent financial planning firm that delivers unbiased & tailored advice to our clients across England & Scotland. Our primary aim is to enable our clients the peace of mind and confidence to make financial decisions without reservation.
Clients
helped240Minimum
wealth£100k+Pensions & retirementXAA+4Initial consultation free FCA verified IndependentFairstone Group
CoalvilleFairstone 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.
Clients
helped12242Minimum
wealth£0+Pensions & retirement+2Initial consultation free FCA verified IndependentThomas James Williams - Forth Capital
LoughboroughHead quartered in the UK (and with offices in Switzerland, Australia, the USA, Hong Kong and Ireland), we've been helping clients achieve their financial goals for nearly 20 years, since the inception of the company in 2004.
Clients
helped76Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentSkybound Wealth Management
LoughboroughFinancial advice for British Nationals and International workers around the globe. Combining a wealth of experience, with global coverage and local knowledge, Skybound Wealth Management is a leading International Independent Financial Advice.
Clients
helped25Minimum
wealth£50k+Financial planningInitial consultation free FCA verified IndependentAndrew Carley - True Potential Wealth Management LLP
CoalvilleTrue 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.
Clients
helped134Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentFairstone Group
LoughboroughFairstone 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.
Clients
helped12242Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentIntelligent Financial Advisory Ltd
LoughboroughCreating, managing and protecting your wealth the intelligent way
Clients
helped911Minimum
wealth£50k+Pensions & retirementB+5Initial 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.