Top 10 Independent (IFAs) & Restricted Financial Advisers in Epping Upland

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  • Canaccord Genuity Wealth Management (CGWM)

    Epping
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    377
    £250k+
    Can help with
    Pensions & retirement
  • Douglas Steers & Company

    Epping
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6392
    £50k+
    Can help with
    Pensions & retirement
  • Quilter Financial Planning Solutions Limited

    Epping
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement
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  • Ascot Lloyd

    Epping
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    744
    £150k+
    Can help with
    Pensions & retirement
  • Arcus Wealth Ltd

    Epping
    FCA verified
    I listen to your priorities and focus on your objectives. I strongly believe it is important for advisers to remember that it is YOUR money and that we are here to provide you with a service. I specialise in investment, pension and retirement advice.
    222
    £50k+
    Can help with
    Pensions & retirement
  • Live Smart Financial Planning

    Theydon bois
    FCA verified
    Across our team we have over 50 years of experience in helping people to enjoy a better lifestyle, without fear of running out of money. We passionately believe that the power of Lifestyle Financial Planning can change people’s lives.
    15
    £250k+
    Can help with
    Pensions & retirement
  • Douglas Steers & Company

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

    Harlow
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11649
    £0+
    Can help with
    Pensions & retirement
  • MPI Financial Advice

    Loughton
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    4032
    £0+
    Can help with
    Pensions & retirement
  • Douglas Steers & Company

    Loughton
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6392
    £50k+
    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.