Top 10 Independent (IFAs) & Restricted Financial Advisers in Aldershot

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  • The Private Office

    Farnham
    FCA verified
    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.
    30296
    £100k+
    Can help with
    Pensions & retirement
  • Anglo International Group Ltd

    Farnborough
    FCA verified
    We specialise in providing you with quality, professional financial advice that you can trust.
    89
    £50k+
    Can help with
    Pensions & retirement
  • Saltus Partners LLP

    Aldershot
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    539
    £250k+
    Can help with
    Pensions & retirement
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  • Fairstone Group

    Farnborough
    FCA verified
    Fairstone 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.
    11649
    £0+
    Can help with
    Pensions & retirement
  • Kudos Financial Consultancy

    Farnborough
    FCA verified
    Clear, bespoke, personal financial planning advice you can trust in words you'll understand. We look forward to working with you. Please vist our website and give us a call for an initial chat.
    10
    £100k+
    Can help with
    Pensions & retirement
  • The Private Office

    Farnborough
    FCA verified
    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.
    30296
    £100k+
    Can help with
    Pensions & retirement
  • Aegis Financial Planning Ltd.

    Ash
    FCA verified
    We offer independent and unrestricted wealth management services on a whole of market basis to tailor financial planning strategies and solutions to individual needs. Personal, ongoing relationships are key to our approach.
    118
    £100k+
    Can help with
    Pensions & retirement
  • Unique Financial Planning - Liam Webb

    Farnham
    FCA verified
    We cover all aspects of Financial Planning. It's about creating, protecting and distributing the wealth you need for the life you want.
    123
    £50k+
    Can help with
    Pensions & retirement
  • Keith Whitehead - True Potential LLP

    Aldershot
    FCA verified
    I 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.
    559
    £100k+
    Can help with
    Pensions & retirement
  • GilMar

    Farnborough
    FCA verified
    Forget fees and charges: Let's talk first...
    28
    £0+
    Can help with
    Pensions & retirement

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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