Find an Independent or Restricted Financial Adviser

Walden Capital

Cambourne
Walden Capital provides inspired financial thinking, bespoke planning and an assured service. We are specialists in managing family wealth and run our own highly effective investment portfolios. We are Pension Transfer specialists, including final salary.

Clients
helped

210

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Meet the team

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Initial consultation free
FCA verified
Independent
Humboldt Financial

London
As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.

Clients
helped

1894

Minimum
wealth

£50k+

Can help with
Pensions & retirement

Meet the team

+1

Start enquiry

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Initial consultation free
FCA verified
Independent
The Private Office

Rogerstone
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.

Clients
helped

32787

Minimum
wealth

£100k+

Can help with
Pensions & retirement

Meet the team

+45

Start enquiry

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Initial consultation free
FCA verified
Independent

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Ray Tammam - Fairstone Wealth Management Ltd

Manchester
Fairstone is the number-1 rated Wealth Management and financial advice firm in the country on Trustpilot. We build long-term relationships and provide holistic advice to fit in with people’s busy lifestyles and changing circumstances.

Clients
helped

270

Minimum
wealth

£150k+

Can help with
Pensions & retirement

Meet the team

Start enquiry

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Initial consultation free
FCA verified
Independent
Retirement Solutions (UK) Ltd

Ilford
We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.

Clients
helped

5306

Minimum
wealth

£0+

Can help with
Pensions & retirement

Meet the team

+2

Start enquiry

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Initial consultation free
FCA verified
Independent
Chris Philcox - True Potential Wealth Management

London
I have been helping clients achieve their financial goals for over 15 years. I specialise in retirement planning, including Defined Benefit transfers and Drawdown. I hold the advanced retirement qualifications, ensuring the very best outcome and advice.

Clients
helped

315

Minimum
wealth

£250k+

Can help with
Pensions & retirement

Meet the team

Start enquiry

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Initial consultation free
FCA verified
Restricted
Elmfield Financial Planning Limited

Accrington
Our dedicated team provide clients with clarity and insight, presenting options and delivering solutions on a range of financial matters.

Clients
helped

414

Minimum
wealth

£50k+

Can help with
Pensions & retirement

Meet the team

Start enquiry

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Initial consultation free
FCA verified
Independent
David Reilly - AFH Wealth Management

Glasgow
At AFH Wealth Management, we are worth knowing as we are here to offer you independent, impartial advice and guidance.

Clients
helped

378

Minimum
wealth

£0+

Can help with
Pensions & retirement

Meet the team

Start enquiry

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Initial consultation free
FCA verified
Independent
Terry Roberts Positive Advisers

Coggeshall
Decades of experience supporting clients to succeed Our pride is being able to explain complex financial matters in plain English so contact us today as all initial consultations are free and without obligation

Clients
helped

< 10

Minimum
wealth

£50k+

Can help with
Pensions & retirement

Meet the team

Start enquiry

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Initial consultation free
FCA verified
Independent
TheWealthPoint

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

Clients
helped

1973

Minimum
wealth

£50k+

Can help with
Pensions & retirement

Meet the team

M

Start enquiry

View profile

Initial consultation free
FCA verified
Independent

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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.

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