Top 10 Independent (IFAs) & Restricted Financial Advisers in Potters Bar
The Private Office
Potters barIndependent, 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
helped32260Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
North mymmsAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped646Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified Independent- Clients
helped103Minimum
wealth£100k+Pensions & retirementSPJRRInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match. Canaccord Genuity Wealth Management (CGWM)
BarnetAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped646Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentScottsdale Lifetime Partners
North mymmsScottsdale MoneyWISE was founded on the belief that face-to-face meetings with a trusted adviser are the cornerstone of financial planning.
Clients
helped28Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedBower Wealth
Potters barAn award-winning firm with a track record of delivering exceptional outcomes. Our team of Chartered Wealth Planners offer tailored financial advice to families, professionals and entrepreneurs.
Clients
helped81Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedAdvanta Wealth
Potters barWith Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped585Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentDouglas Steers & Company
BarnetExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7420Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
Potters barAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped646Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentHumboldt Financial
BarnetAs a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped1805Minimum
wealth£50k+Pensions & retirement+1Initial 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.