Top 10 Independent (IFAs) & Restricted Financial Advisers in Hale
The Private Office
DowntonIndependent, 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
helped32763Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentMatthew Dudley - Pocock Rutherford & Co
WhiteparishHi my name is Matthew Dudley, I’m a financial adviser based in Dorset and I have been providing straight forward, easy to understand financial advice. My initial consultation is free so please reach out to see if I can help you.
Clients
helped485Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentCopper-Plate IFA
AlderburyOur advice is based on listening to your needs and objectives and then creating with you a comprehensive financial plan
Clients
helped288Minimum
wealth£50k+Pensions & retirementCInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Alan Gledhill at Aitana Financial Services
AlderburyOur mission is to provide an exceptional financial planning service with a professional and compassionate approach.
Clients
helped137Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified Independent- Clients
helped< 10Minimum
wealth£0+BusinessGInitial consultation free FCA verified Restricted PFM Associates Limited
SalisburyChartered financial planning firm based in the South of England, who provide holistic financial planning and advice to individuals, households, trustees and businesses.
Clients
helped164Minimum
wealth£100k+Pensions & retirement+7Initial consultation free FCA verified Independent- Clients
helped< 10Minimum
wealth£0+BusinessGInitial consultation free FCA verified Restricted The Private Office
RingwoodIndependent, Chartered financial planning firm, as well as our normal face-to-face meeting we are offering online and telephone advice.
Clients
helped32743Minimum
wealth£100k+Pensions & retirement+45Initial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
LyndhurstAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped671Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentPFM Associates Limited
RingwoodChartered financial planning firm based in the South of England, who provide holistic financial planning and advice to individuals, households, trustees and businesses.
Clients
helped164Minimum
wealth£100k+Pensions & retirement+6Initial 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.