Find an Independent or Restricted Financial Adviser

Oculus Wealth Management - Stephen Pountney

Launceston
With a presence in Truro, we offer fully Independent Financial Advice for our client's across the region. We offer a free no obligation consultation process. Our advice is then bespoke & tailored for every & every client personal requirements.

Clients
helped

226

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Meet the team

S

Start enquiry

View profile

Initial consultation free
FCA verified
Independent
Bay Financial Planning

Dundee
Independent Financial Advice helping you to live your best life with the money you have.

Clients
helped

14

Minimum
wealth

£50k+

Can help with
Pensions & retirement

Meet the team

Start enquiry

View profile

Initial consultation free
FCA verified
Independent
Hymans Robertson Personal Wealth

London
Get 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
helped

124

Minimum
wealth

£100k+

Can help with
Pensions & retirement

Meet the team

+7

Start enquiry

View profile

Initial consultation free
FCA verified
Independent

Not sure which adviser to pick?

Answer a few questions to help us find you the perfect match.

Get matched
RDS Financial Planning

Leeds
Financial planning is about more than making money – it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management. We help you do just that through creating a plan and reviewing the progress

Clients
helped

315

Minimum
wealth

£0+

Can help with
Pensions & retirement

Meet the team

Start enquiry

View profile

Initial consultation free
FCA verified
Independent
Goodlad & Co Ltd

South woodham ferrers
Experience and knowledge is key to providing good independent financial advice that will make a real difference to you and the ones you love in your life. Understand where you are to understand where you want to be and what can be achieved.

Clients
helped

43

Minimum
wealth

£50k+

Can help with
Pensions & retirement

Meet the team

N

Start enquiry

View profile

Initial consultation free
FCA verified
Independent
TheWealthPoint

Lach dennis
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

Clients
helped

1905

Minimum
wealth

£50k+

Can help with
Pensions & retirement

Meet the team

M

Start enquiry

View profile

Initial consultation free
FCA verified
Independent
Fairstone Group

Rogerstone
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.

Clients
helped

12322

Minimum
wealth

£0+

Can help with
Pensions & retirement

Meet the team

Start enquiry

View profile

Initial consultation free
FCA verified
Independent
Saltus Partners LLP

Cirencester
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.

Clients
helped

671

Minimum
wealth

£250k+

Can help with
Pensions & retirement

Meet the team

+18

Start enquiry

View profile

Initial consultation free
FCA verified
Independent
Aisa Financial Planning

Bath
We work hard for those who care about outcomes with a focus on reassurance

Clients
helped

12

Minimum
wealth

£250k+

Can help with
Pensions & retirement

Meet the team

J
J
C
G

Start enquiry

View profile

Initial consultation free
FCA verified
Independent
Quilter Cheviot Financial Planning (North East & Midlands)

Baildon
We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.

Clients
helped

329

Minimum
wealth

£250k+

Can help with
Pensions & retirement

Meet the team

+1

Start enquiry

View profile

Initial consultation free
FCA verified
Restricted

Show only advisers available for contact

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.