Top 10 Independent (IFAs) & Restricted Financial Advisers in Welford

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  • Lord Clarke Ltd

    Lutterworth
    FCA verified
    In a period of uncertainty our aim is to help you reduce or eliminate financial risk, whilst realising your financial goals. We work hard to help our clients see the difference between how much money they think they have and how much they actually do.
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Intelligent Financial Advisory Ltd

    Lutterworth
    FCA verified
    Creating, managing and protecting your wealth the intelligent way
    345
    £0+
    Can help with
    Pensions & retirement

  • Andrew Carley - True Potential Wealth Management LLP

    Lutterworth
    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
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  • Furnley House

    Gilmorton
    FCA verified
    We're here to help you achieve your dreams.
    123
    £100k+
    Can help with
    Pensions & retirement

  • MB Wealth Planning

    Long buckby
    FCA verified
    Welcome to MB Wealth Planning a leading financial planning firm for clients across the country.
    136
    £50k+
    Can help with
    Pensions & retirement

  • Kellands Chartered Financial Planners

    Lutterworth
    FCA verified
    Kellands Chartered Financial Planners are independent financial advisers (IFAs) and Wealth Managers, offering quality financial planning and investment advice to both individuals and businesses in Cheshire, Greater Manchester and across the UK.
    29
    £250k+
    Can help with
    Pensions & retirement

  • Henry Spain Investment Services

    Market harborough
    FCA verified
    We provide the intimacy of a dedicated, local wealth management practice backed by global research and financial security.
    49
    £100k+
    Can help with
    Pensions & retirement

  • Rothesay Bennett Financial Planning

    Market harborough
    FCA verified
    We 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.
    240
    £250k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management - Jason Lynch

    Market harborough
    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 planning.
    343
    £100k+
    Can help with
    Pensions & retirement

  • Warren Wealth Management Ltd

    Long buckby
    FCA verified
    Leading wealth management advice from outstanding financial advisers
    286
    £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.

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.