Top 10 Independent (IFAs) & Restricted Financial Advisers in Woolmer Green

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  • The Private Office

    Codicote
    FCA verified
    Independent, 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.
    30183
    £100k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Aston
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6338
    £50k+
    Can help with
    Pensions & retirement

  • Akash Gupta, Chartered Financial Planner

    Stevenage
    FCA verified
    Providing the best unbiased solutions for my clients with a personal relationship. Meetings can also be held over video/phone calls as well as in the office or your residence to suit your needs.
    237
    £150k+
    Can help with
    Pensions & retirement
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  • MPI Financial Advice

    Welwyn garden city
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    3973
    £0+
    Can help with
    Pensions & retirement

  • Chris Budden at True Potential Wealth Management

    Welwyn garden city
    FCA verified
    For 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. Call me on <phone number hidden> if you would like to connect.
    112
    £50k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Welwyn garden city
    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

  • Black Lion Wealth Management

    Welwyn garden city
    FCA verified
    We 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.
    1316
    £100k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Stevenage
    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

  • Douglas Steers & Company

    Stevenage
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6338
    £50k+
    Can help with
    Pensions & retirement

  • Affinity Group Financial services

    Welwyn garden city
    FCA verified
    As 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.
    < 10
    £0+
    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.