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

I need advice on
Total assets
My postcode
First meeting is free

  • Advanta Wealth

    Lenham
    FCA verified
    With 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.
    361
    £100k+
    Can help with
    Pensions & retirement

  • Duncan Budd at AFH Wealth Management

    Smarden
    FCA verified
    My approach to financial advice is very clear-cut, yet effective. I look for long-term relationships which are built on mutual respect and trust. Every client is unique, and so the approach is entirely personal.
    82
    £50k+
    Can help with
    Pensions & retirement

  • Kingswood Group

    Lenham
    FCA verified
    Max is an experienced Chartered Financial Adviser offering holistic financial planning and wealth management services. He specialises with investments, retirement planning and intergenerational wealth/estate planning.
    326
    £50k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • Octopus Money

    Lenham
    FCA verified
    We believe everyone deserves affordable, 1-to-1 help with their money. We bring together all the pieces of your financial life and make sure your savings, investments and pensions are all on track for the life you want to live.
    47
    £250k+
    Can help with
    Pensions & retirement

  • Chantler Kent Investments

    Smarden
    FCA verified
    We are friendly, approachable advisers offering sound lifestyle financial planning and advice. We will provide you with advice in plain English that you can understand. We can hold meetings face to face, remotely via Zoom or by telephone.
    40
    £100k+
    Can help with
    Pensions & retirement

  • AHR Private Clients

    Headcorn
    FCA verified
    AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
    190
    £150k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Langley
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6288
    £50k+
    Can help with
    Pensions & retirement

  • Consolidare Wealth Management Ltd.

    Langley
    FCA verified
    A Chartered Financial Planner providing clear, impartial and independent advice. Discussions can be held in person, via email or over the phone.
    69
    £100k+
    Can help with
    Pensions & retirement

  • Bespoke Financial Planning

    Boughton aluph
    FCA verified
    "I found Louise to be a warm,friendly and genuinely attentive person who showed complete interest in me and my requirements"
    12
    £500k+
    Can help with
    Pensions & retirement

  • Focus Investment Planning Ltd

    Ashford
    FCA verified
    We are truly Independent Advisers who specialise in Investments, Pensions, Protecting assets and Inheritance tax planning. In light of Coronavirus we can also offer online and telephone advice to those of you that may be shielding.
    146
    £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.

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.