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

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  • Rob Dew at True Potential Wealth Management

    Caddington
    FCA verified
    I have been a financial adviser for 20 years helping my clients with their mortgages, protection, pensions and investment needs.
    Recently added
    £150k+
    Can help with
    Pensions & retirement
  • Canaccord Genuity Wealth Management (CGWM)

    Hemel hempstead
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    348
    £250k+
    Can help with
    Pensions & retirement
  • Canaccord Genuity Wealth Management (CGWM)

    Redbourn
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    348
    £250k+
    Can help with
    Pensions & retirement
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  • Saltus Partners LLP

    Harpenden
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    533
    £250k+
    Can help with
    Pensions & retirement
  • Octopus Money

    Redbourn
    FCA verified
    We believe everyone deserves affordable, 1-to-1 help with their money. We bring together all the pieces of your financial life and make sure your savings, investments and pensions are all on track for the life you want to live.
    50
    £250k+
    Can help with
    Pensions & retirement
  • Saltus Partners LLP

    Redbourn
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    533
    £250k+
    Can help with
    Pensions & retirement
  • Sirius Wealth Management LLP

    Luton
    FCA verified
    Recently added
    £50k+
    Can help with
    Pensions & retirement
  • Kinsbourne Wealth Management Ltd

    Harpenden
    FCA verified
    I am a qualified Financial Planner at client centred Kinsbourne Wealth Management Ltd based in Harpenden, Hertfordshire.
    86
    £250k+
    Can help with
    Pensions & retirement
  • Canaccord Genuity Wealth Management (CGWM)

    Harpenden
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    348
    £250k+
    Can help with
    Pensions & retirement
  • Flying Colours Advice

    Harpenden
    FCA verified
    Flying 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.
    18124
    £150k+
    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.