Top 10 Independent (IFAs) & Restricted Financial Advisers in Romsey
Canaccord Genuity Wealth Management (CGWM)
MottisfontAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped628Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentUnity Wealth Management
RomseyWe specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
Clients
helped323Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentThe Private Office
RomseyIndependent, 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
helped32116Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Grosvenor Birch Limited
Romsey extraWe’re a family of Chartered Financial Planners helping people in the South achieve their goals since 2001. Proud to be a female lead firm, with experience to deal with complex planning issues.
Clients
helped23Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentDouglas Steers & Company
Nursling and rownhamsExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7357Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified Independent- Clients
helped< 10Minimum
wealth£0+BusinessGInitial consultation free FCA verified Restricted The Private Office
SouthamptonIndependent, 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
helped32116Minimum
wealth£100k+Pensions & retirement+45Initial consultation free FCA verified IndependentDouglas Steers & Company
Valley parkExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7357Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentMPI Financial Advice
SouthamptonWe provide a free update & advice service to help you understand your plans.
Clients
helped4954Minimum
wealth£0+Pensions & retirementSHInitial consultation free FCA verified IndependentMatthew Winchester -Pocock Rutherford & Co
Totton and elingHi my name is Matthew , I’m a local financial adviser based in Bournemouth and I have been providing straight forward, easy to understand financial advice for over 25years. My initial consultation is free so please reach out to see if I can help you.
Clients
helped135Minimum
wealth£50k+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.