Top 10 Independent (IFAs) & Restricted Financial Advisers in Welwyn
Advanta Wealth
WelwynWith Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped589Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentThe Private Office
CodicoteIndependent, 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.
Clients
helped32374Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentSaltus Partners LLP
Welwyn garden cityOur 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
helped671Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Douglas Steers & Company
Welwyn garden cityExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7452Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentChris Budden at True Potential Wealth Management
Welwyn garden cityFor me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.
Clients
helped135Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedCanaccord Genuity Wealth Management (CGWM)
Welwyn garden cityAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped652Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
Welwyn garden cityAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped652Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentAffinity Group Financial services
Welwyn garden cityAs Independent Financial Advisers we select from the whole of the market, and not just in the UK but also offshore with no restrictions on which products or services we select to meet your financial objectives.
Clients
helped10Minimum
wealth£0+Pensions & retirementRInitial consultation free FCA verified IndependentDouglas Steers & Company
Welwyn garden cityExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7452Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentBlack Lion Wealth Management
Welwyn garden cityWe are committed to helping hard-working people like you get the best options on your pensions and investments— you are at the heart of what we do.
Clients
helped1370Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified Restricted
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.