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

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  • Sheraton Financial Planning Ltd

    Wickham
    FCA verified
    Shortlisted by the FT Money Management magazine as At Retirement Planner of the Year for 2017 and Winner in 2018.
    123
    £50k+
    Can help with
    Pensions & retirement

  • Unity Wealth Management

    Olivers battery
    FCA verified
    We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
    307
    £100k+
    Can help with
    Pensions & retirement

  • Beals Wealth Management.

    Whiteley
    FCA verified
    We are a Financial Services firm based in Hampshire, covering the South of England, celebrating 28 years in the industry. We offer a free, no-obligation initial consultation to discuss your financial needs; available by telephone, zoom, or face-to-face
    678
    £50k+
    Can help with
    Pensions & retirement
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  • MPI Financial Advice

    Whiteley
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    4038
    £0+
    Can help with
    Pensions & retirement

  • AJB Wealth

    New alresford
    FCA verified
    We provide wealth management and specialist discretionary investment to private individuals and trustees, both in the UK and internationally.
    49
    £50k+
    Can help with
    Pensions & retirement

  • Deep Blue Financial Limited

    Winchester
    FCA verified
    At Deep Blue Financial Limited we are proud to provide an independent, holistic approach to our clients' financial planning needs.
    186
    £0+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Hursley
    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.
    540
    £250k+
    Can help with
    Pensions & retirement

  • Unity Wealth Management

    New alresford
    FCA verified
    We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
    307
    £100k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Denmead
    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.
    11652
    £0+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Bishops sutton
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    381
    £250k+
    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.

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.