Top 10 Independent (IFAs) & Restricted Financial Advisers in Coton
Walden Capital
CambridgeWalden Capital provides inspired financial thinking, bespoke planning and an assured service. We are specialists in managing family wealth and run our own highly effective investment portfolios. We are Pension Transfer specialists, including final salary.
Clients
helped210Minimum
wealth£500k+Pensions & retirementInitial consultation free FCA verified Independent- Clients
helped14Minimum
wealth£150k+Pensions & retirementJInitial consultation free FCA verified Independent Saltus Partners LLP
CambridgeOur mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped702Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Douglas Steers & Company
CambridgeExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7603Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentPiccadilly Wealth Management
CambridgeFriendly, expert, regulated advice over the telephone, video call or face to face.
Clients
helped196Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentThe Private Office
HardwickIndependent, 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
helped32787Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentCarlile Alexander Private Wealth
GirtonCarlile Alexander Private Wealth is a specialist UK wealth management firm. We are dedicated to helping you achieve your financial goals. Contact us now to find out how Carlile Alexander Private Wealth can help you.
Clients
helped207Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentWealthy Steps Financial Planning Ltd
CambridgeHelping you to build wealth, one step at a time. Whether you are looking for help with investing, pensions, life insurance, income protection and more please do get in touch. The first 2 meetings are free. Meet in person in my office or via teams
Clients
helped72Minimum
wealth£0+Pensions & retirementSInitial consultation free FCA verified RestrictedSmith & Pinching Financial Services Ltd
CambridgeAre you ready to take control of your financial future with confidence? As Chartered Financial Planners, we are dedicated to helping you achieve your goals with personalised, unbiased advice tailored specifically to your needs.
Clients
helped166Minimum
wealth£250k+Pensions & retirement+17Initial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
CambridgeAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped671Minimum
wealth£500k+Pensions & retirementMInitial 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.