Top 10 Independent (IFAs) & Restricted Financial Advisers in Wheathampstead
Leagold Miller
Harpenden“As trusted advisers to our clients for over 100 years, our ethos and level of client service continues today. At Leagold Miller our advisers look to provide you with Independent whole of market advice across all areas of your financial planning journey (Retirement Planning, Investment Planning and Protecting your family). We understand that the world of financial planning can be a difficult journey for many people, which is why our professional advisers will always go the extra mile to help educate you on your financial planning matters. We pride ourselves on holding your hand along your journey.”
Clients
helped89Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentLumin Wealth
HarpendenLumin Wealth is an award-winning Chartered firm and amongst the top financial advisers in the UK. 3,500 families have chosen us as a trusted partner for their wealth management.
Clients
helped200Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentEvelyn Partners
Harpenden"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped27Minimum
wealth£500k+Pensions & retirementHLMDC+6Initial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.George Cowley Wealth Management Partner at True Potential LLP
HarpendenI am a Chartered Financial Planner at client centred True Potential Wealth Management based in Harpenden, Hertfordshire.
Clients
helped112Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified RestrictedThe Private Office
HarpendenIndependent, 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
helped32814Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentAffinity Group Financial services
HarpendenAs 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
helped13Minimum
wealth£100k+Pensions & retirementRInitial consultation free FCA verified IndependentDouglas Steers & Company
WheathampsteadExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7608Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentAdvanta Wealth
HarpendenWith 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
helped625Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentLonsdale Wealth Management
HarpendenWe offer value for money independent financial advice. Voted a top 50 UK financial adviser by the Financial Times (2018)
Clients
helped15Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentFlying Colours Advice
HarpendenFlying 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.
Clients
helped18988Minimum
wealth£150k+Pensions & retirement+16Initial consultation free FCA verified Independent
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.