Top 10 Independent (IFAs) & Restricted Financial Advisers in Bury St Edmunds
Canaccord Genuity Wealth Management (CGWM)
Bury st edmundsAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped601Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentSmith & Pinching Financial Services Ltd
Bury st edmundsAre you ready to take control of your financial future with confidence? As Chartered Financial Planners, we are dedicated to helping you achieve your goals with personalised, unbiased advice tailored specifically to your needs.
Clients
helped138Minimum
wealth£250k+Pensions & retirement+17Initial consultation free FCA verified IndependentDP Financial Solutions Ltd
Bury st edmundsI am a Financial Planner near Cambridge, providing independent financial advice to people with retirement/investment, inheritance tax planning & protection needs
Clients
helped93Minimum
wealth£500k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.EBCam Ltd
Bury st edmundsEBCam Ltd are independent financial advisers based in Cambridge. Unlock your financial future with our expert planning services, where our approach starts with listening, taking time to understand your needs, goals, and preferences.
Clients
helped16Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentStephen Larner at Organic Financial Solutions
Bury st edmundsWe provide independent financial advice. Our first discussions with clients is free. So, please give us a call and let's discuss your enquiry. We assess your needs, then research, then advise you of the best solution, then implement it, to meet your goals
Clients
helped21Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentWealthy Steps Financial Planning Ltd
Bury st edmundsHelping you to build wealth, one step at a time. Whether you are looking for help with investing, pensions, life insurance, income protection and more please do get in touch. The first 2 meetings are free. Meet in person in my office or via teams
Clients
helped35Minimum
wealth£0+Pensions & retirementSInitial consultation free FCA verified RestrictedMichael Forbes - True Potential Wealth Management
Bury st edmundsLooking to take control of your personal finances? I provide expert advice and guidance along with customised solutions to help you achieve your financial goals. Schedule a consultation today!
Clients
helped< 10Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified Restricted- Clients
helped17Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified Independent Douglas Steers & Company
Bury st edmundsExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7232Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentMPI Financial Advice
Bury st edmundsWe provide a free update & advice service to help you understand your plans.
Clients
helped4769Minimum
wealth£0+Pensions & retirementSHInitial 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.