Top 10 Independent (IFAs) & Restricted Financial Advisers in Waltham Cross

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  • Douglas Steers & Company

    Waltham cross
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6256
    £50k+
    Can help with
    Pensions & retirement

  • Scottsdale Lifetime Partners

    Waltham cross
    FCA verified
    Scottsdale Lifetime Partners was founded on the belief that face-to-face meetings with a trusted adviser are the cornerstone of financial planning.
    28
    £100k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Waltham cross
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    303
    £250k+
    Can help with
    Pensions & retirement
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  • Douglas Steers & Company

    Enfield
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6256
    £50k+
    Can help with
    Pensions & retirement

  • IFS Wealth & Pensions Ltd

    Waltham cross
    FCA verified
    We believe that life is not a rehearsal. You only have one chance to live it the way you want - there is no take two! As Chartered Financial Planners, we help our clients achieve and maintain the lifestyle they want, without fear of running out of money.
    313
    £250k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Waltham cross
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6256
    £50k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    Enfield
    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.
    18070
    £150k+
    Can help with
    Pensions & retirement

  • Ashley Townsend Prosperity IFA

    Enfield
    FCA verified
    It is a privilege, and not a right, to be able to work collaboratively with a client and potentially shape their financial future for the better.
    273
    £100k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Enfield
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6256
    £50k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Enfield
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    303
    £250k+
    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.