Top 10 Independent (IFAs) & Restricted Financial Advisers in Upton Grey
Douglas Steers & Company
HookExpert 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 IndependentM&G Wealth Advice
HookWe provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped400Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedKeith Whitehead - True Potential LLP
HookI have joined True Potential Wealth Management as an experienced Financial Planner, with a wealth of knowledge and expertise, particularly in the complex areas of investments and pensions, including Defined Benefit/Final Salary advice.
Clients
helped571Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Hartsfield Financial Services Ltd
HookWe’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
Clients
helped269Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentMark Thomas Abacus Advisers
HookBy putting our clients at the heart of everything we do, we provide high quality, independent and jargon-free financial advice. We are passionate about helping our clients protect and grow their assets so they can achieve their aspirations.
Clients
helped26Minimum
wealth£50k+Pensions & retirementMInitial consultation free FCA verified IndependentDavid Asbridge True Potential Wealth Management LLP
HookWith True Potential Wealth Management, you will benefit from quality, bespoke financial advice that focuses on your personal goals and aspirations, helping you do more with your money.
Clients
helped176Minimum
wealth£100k+Pensions & retirementDInitial consultation free FCA verified RestrictedThe Private Office
BasingstokeIndependent, 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
helped32096Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentWaverley Financial services
BasingstokeWe provide friendly face to face advice with no jargon and deliver quality financial advice at a reasonable cost.
Clients
helped92Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentFairstone Group
BasingstokeFairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
Clients
helped12237Minimum
wealth£0+Pensions & retirement+2Initial consultation free FCA verified IndependentSteve Harris at True Potential Wealth Management
BasingstokeEnsuring that your finances are being looked after and managed effectively, from an investment and tax perspective, is vitally important. Mistakes can be costly. This is where my knowledge and expertise can help you achieve your financial dreams.
Clients
helped147Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified Restricted
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.