Top 10 Independent (IFAs) & Restricted Financial Advisers in Ramsey
True Potential Wealth Management - Jason Lynch
ChatterisI 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
helped395Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedLiora Wealth
ChatterisI am an IFA and Chartered Financial Planner with 20 years experience. I focus on you and your life’s goals, making sure your finances are organised and structured in the most effective way
Clients
helped47Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentHymans Robertson Personal Wealth
ChatterisGet expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
Clients
helped131Minimum
wealth£100k+Pensions & retirement+7Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Dartington Wealth Management
HuntingdonWe provide award winning independent financial advice to individuals, business owners, charities and trustees, working alongside your other professional advisers. Services include financial planning, investment advice and retirement planning.
Clients
helped220Minimum
wealth£100k+Pensions & retirement+1Initial consultation free FCA verified IndependentTim Webb at Westminster Wealth Management
HuntingdonI help people reduce their stress and bring clarity to their current and future finances. I act as an adviser that is with them for the long term and ensure they have a navigation system installed to guide them to their goals... avoiding the pot holes.
Clients
helped46Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentAlmond Financial Ltd
WhittleseyA fresh approach to effective financial planning. Committed to Clarity. No confusion, zero gobbledygook.
Clients
helped589Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedWealthy Steps Financial Planning Ltd
St ivesHelping 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 RestrictedAdvice Rooms
YaxleyAdvice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
Clients
helped478Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentPSA Financial Services
The stukeleysWe are a firm of Independent Financial Advisers based offering specialist financial planning in all areas ranging from investment advice to retirement planning, estate planning, long term care planning, mortgage advice and much more.
Clients
helped38Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentAHR Private Clients
St ivesAHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
Clients
helped310Minimum
wealth£150k+Pensions & retirementLInitial 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.