Top 10 Independent (IFAs) & Restricted Financial Advisers in Old Alresford

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  • 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

  • Hanlon Kneller & Associates

    New alresford
    FCA verified
    We offer independent investment advice on existing pensions and investments. We live and work in the local area. If you wish to look at our website the address is <url hidden>
    53
    £50k+
    Can help with
    Pensions & retirement

  • Nick Winter Chartered Financial Planning Consultant At Quilter Financial Advisers

    New alresford
    FCA verified
    Fixed fee financial planning for individuals, families and businesses. Please visit my profile for more information. I live in Alton with my wife Emily, our son Jack and our pigeon chasing, sock stealing cockapoo, Wallace.
    Recently added
    £150k+
    Can help with
    Pensions & retirement
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  • 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

  • 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.
    377
    £250k+
    Can help with
    Pensions & retirement

  • Jacqueline Wilson - Sandringham

    Itchen valley
    FCA verified
    Helping you achieve your goals is what drives me as a Sandringham advising Partner. I am dedicated to helping you grow and secure your hard-earned money so that you can enjoy those important and precious times in the future.
    48
    £100k+
    Can help with
    Financial planning

  • Atticus Financial Planning Ltd

    Shalden
    FCA verified
    We believe in the importance of money, not as an end in itself, but as a facilitator of dreams. We charge fixed fees for truly independent advice on retirement, pensions, investments, savings, IHT mitigation, estate planning and protection.
    47
    £250k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Winchester
    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

  • Flying Colours Advice

    Winchester
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    18150
    £150k+
    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

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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