Top 10 Independent (IFAs) & Restricted Financial Advisers in Lolworth
The Private Office
SwaveseyIndependent, 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
helped32832Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentDouglas Steers & Company
Oakington and westwickExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7625Minimum
wealth£50k+Pensions & retirement+7Initial 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
helped32832Minimum
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.Carlile 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
helped210Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentAisa Financial Planning
OverWe work hard for those who care about outcomes with a focus on long term relationships with our clients
Clients
helped21Minimum
wealth£100k+Pensions & retirementJCInitial consultation free FCA verified IndependentSmith & Pinching Financial Services Ltd
CambourneAre 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
helped167Minimum
wealth£250k+Pensions & retirement+17Initial consultation free FCA verified IndependentWalden Capital
CambourneWalden 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
helped211Minimum
wealth£500k+Pensions & retirementInitial consultation free FCA verified IndependentDouglas Steers & Company
CambourneExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7625Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentFlying Colours Advice
CambourneFlying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped19000Minimum
wealth£150k+Pensions & retirement+18Initial consultation free FCA verified IndependentPiccadilly Wealth Management
CambourneFriendly, expert, regulated advice over the telephone, video call or face to face.
Clients
helped196Minimum
wealth£100k+Pensions & retirementInitial 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.