Top 10 Independent (IFAs) & Restricted Financial Advisers in Swavesey
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
helped32800Minimum
wealth£100k+Pensions & retirement+33Initial 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 IndependentCanaccord Genuity Wealth Management (CGWM)
St ivesAt 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 IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Almond Financial Ltd
St ivesA fresh approach to effective financial planning. Committed to Clarity. No confusion, zero gobbledygook.
Clients
helped589Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedTim Webb at Westminster Wealth Management
St ivesI 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 IndependentDouglas Steers & Company
Oakington and westwickExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7605Minimum
wealth£50k+Pensions & retirement+7Initial 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 IndependentM&G Wealth Advice
St ivesWe provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped576Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedChris Tomnie @ True Potential Wealth Management LLP
St ivesI provide a full Financial Advice service to meet all of your Pension, Protection, Investment and mortgage needs.
Clients
helped215Minimum
wealth£0+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 Restricted
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.