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

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  • Becky Lawrence - TTRL Financial Planning Ltd (M&G Wealth)

    Tuxford
    FCA verified
    Becky, puts her client needs at the centre of any advice given and has over 10 years’ experience in advising in Pensions, Protection, Investments and holistic Financial planning. Becky is an appointed representative of M&G Wealth.
    24
    £0+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management - Jason Lynch

    Saxilby and ingleby
    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 palnning.
    347
    £100k+
    Can help with
    Pensions & retirement

  • Kyle Penn – Harvest Associates

    Retford
    FCA verified
    As your local independent adviser, I provide unbiased, outcome-focused financial advice tailored to your goals. With access to the whole market and evidence-based strategies, I help you grow and protect your wealth for a secure financial future.
    141
    £100k+
    Can help with
    Pensions & retirement
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  • Rebecca Taylor at V-Financial

    Hayton
    FCA verified
    14
    £50k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Retford
    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.
    11652
    £0+
    Can help with
    Pensions & retirement

  • RetireInvest Limited

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

  • Cooper Parry Wealth

    Collingham
    FCA verified
    We are multi award winning and one of the fastest growing financial planning firms in the UK. We build a genuine understanding of you and what you want to get from life.
    16
    £250k+
    Can help with
    Pensions & retirement

  • The Private Office

    Lincoln
    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.
    30297
    £100k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Gainsborough
    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.
    11652
    £0+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Lincoln
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6394
    £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.