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

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  • The Private Office

    Romsey

    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.

    32084
    £100k+
    Can help with
    Pensions & retirement
    Meet the team
    +33
    Initial consultation free
    FCA verified
    Independent
  • Unity Wealth Management

    Romsey

    We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.

    323
    £100k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Canaccord Genuity Wealth Management (CGWM)

    Mottisfont

    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.

    624
    £500k+
    Can help with
    Pensions & retirement
    Meet the team
    M
    Initial consultation free
    FCA verified
    Independent
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  • Grosvenor Birch Limited

    Romsey extra

    We’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.

    23
    £250k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Douglas Steers & Company

    Nursling and rownhams

    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

    7349
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    +7
    Initial consultation free
    FCA verified
    Independent
  • < 10
    £0+
    Can help with
    Business
    Meet the team
    G
    Initial consultation free
    FCA verified
    Restricted
  • The Private Office

    Southampton

    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.

    32084
    £100k+
    Can help with
    Pensions & retirement
    Meet the team
    +45
    Initial consultation free
    FCA verified
    Independent
  • Douglas Steers & Company

    Valley park

    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

    7349
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    +7
    Initial consultation free
    FCA verified
    Independent
  • MPI Financial Advice

    Southampton

    We provide a free update & advice service to help you understand your plans.

    4939
    £0+
    Can help with
    Pensions & retirement
    Meet the team
    S
    H
    Initial consultation free
    FCA verified
    Independent
  • Matthew Winchester -Pocock Rutherford & Co

    Totton and eling

    Hi 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.

    135
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial 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.

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