Find an Independent or Restricted Financial Adviser
Keith Whitehead - True Potential LLP
FelphamI have joined True Potential Wealth Management as an experienced Financial Planner, with a wealth of knowledge and expertise, particularly in the complex areas of investments and pensions, including Defined Benefit/Final Salary advice.
Clients
helped578Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified RestrictedThe Private Office
BurbageIndependent, 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.
Clients
helped32672Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentThe Private Office
LondonIndependent, 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.
Clients
helped32672Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Elmfield Financial Planning Limited
ClitheroeOur dedicated team provide clients with clarity and insight, presenting options and delivering solutions on a range of financial matters.
Clients
helped406Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentPrime Time Financial
Bramshott and liphookLocal independent financial adviser specializing in pensions, investments and estate planning.
Clients
helped48Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentMontpellier Asset Management
NailsworthA trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.
Clients
helped150Minimum
wealth£150k+Pensions & retirement+1Initial consultation free FCA verified IndependentHumboldt Financial
LeylandAs a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped1881Minimum
wealth£50k+Pensions & retirement+1Initial consultation free FCA verified IndependentAFH Wealth Management
BirminghamI'm a fully qualified Independent Financial Adviser, with a friendly and professional approach to providing independent and impartial advice.
Clients
helped209Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentTerry Roberts Positive Advisers
Ingatestone and fryerningDecades of experience supporting clients to succeed Our pride is being able to explain complex financial matters in plain English so contact us today as all initial consultations are free and without obligation
Clients
helped< 10Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentTrue Potential Wealth Management - Jason Lynch
RothwellI 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
helped392Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified Restricted
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.