Top 10 Independent (IFAs) & Restricted Financial Advisers in Waltham Abbey
Q Wealth
Waltham abbeyI take the guesswork out of your financial future. Most people leave their lifestyle to chance, only to regret it later. Let’s create a clear, actionable plan with tailored tax and investment strategies so you can take control and secure your future.
Clients
helped< 10Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentAHR Private Clients
Waltham abbeyAHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
Clients
helped272Minimum
wealth£250k+Pensions & retirementLInitial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
Waltham crossAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped626Minimum
wealth£500k+Pensions & retirementMInitial 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
Waltham crossExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7355Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentIFS Wealth & Pensions Ltd
Waltham crossWe believe that life is not a rehearsal. You only have one chance to live it the way you want - there is no take two! As Chartered Financial Planners, we help our clients achieve and maintain the lifestyle they want, without fear of running out of money.
Clients
helped328Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentDouglas Steers & Company
EnfieldExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7355Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentScottsdale Lifetime Partners
Waltham crossScottsdale Lifetime Partners was founded on the belief that face-to-face meetings with a trusted adviser are the cornerstone of financial planning.
Clients
helped28Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedBower Wealth
Waltham crossAn award-winning firm with a track record of delivering exceptional outcomes. Our team of Chartered Wealth Planners offer tailored financial advice to families, professionals and entrepreneurs.
Clients
helped76Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedDouglas Steers & Company
Waltham crossExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7355Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentAdvanta Wealth
BroxbourneWith 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
helped576Minimum
wealth£150k+Pensions & retirementInitial 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.