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

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  • M&G Wealth Advice

    Bures hamlet
    FCA verified
    We 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.
    303
    £0+
    Can help with
    Pensions & retirement

  • AFH Wealth Management Cookham

    Witham
    FCA verified
    AFH Wealth Management Cookham have been offering personal, financial and wealth management advice to clients for over 35 years.
    163
    £100k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Halstead
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6392
    £50k+
    Can help with
    Pensions & retirement
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  • Advance Wealth Ltd

    Witham
    FCA verified
    Providing professional financial planning services for private individuals and businesses.
    796
    £50k+
    Can help with
    Pensions & retirement

  • Willow Financial Planning Limited

    Hatfield peverel
    FCA verified
    We offer first class, comprehensive advice in all areas of financial planning for both individuals and companies alike. We work on a fee basis. All costs and options will be discussed at your first meeting which be free of charge and without obligation.
    44
    £50k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Management LLP

    Braintree
    FCA verified
    With over three decades of experience as a Chartered Financial Planner and Independent Financial Adviser, I've dedicated my career to empowering clients to achieve their financial aspirations and lifestyle goals.
    47
    £250k+
    Can help with
    Pensions & retirement

  • The Private Office

    Coggeshall
    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.
    30296
    £100k+
    Can help with
    Pensions & retirement

  • Citrus Wealth Management

    Witham
    FCA verified
    Our services and solutions assist you on your financial journey. No matter what unique financial planning, pension, investment or tax advice you require, we guarantee genuine care and attention to detail.
    62
    £100k+
    Can help with
    Pensions & retirement

  • Stephen Whyburd at True Potential Llp

    Witham
    FCA verified
    Hello, thank you for making contact. Be pleased to help with your enquiry and confirm I specialise in providing authorised financial advice relating to retirement & investment planning. All consultations are free, without obligation.
    307
    £0+
    Can help with
    Pensions & retirement

  • Walden Capital

    Braintree
    FCA verified
    Walden 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.
    163
    £500k+
    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.