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

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  • Saltus Partners LLP

    Otford
    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.
    539
    £250k+
    Can help with
    Pensions & retirement
  • Pall Mall Financial Independence Limited

    Orpington
    FCA verified
    Wealth Management, Pension Consolidation & Simplification, ISA's, Investments, Retirement Planning, Inheritance Tax Planning, Discretionary Fund Management, Annuities, Equity Release
    < 10
    £0+
    Can help with
    Pensions & retirement
  • The Private Office

    Orpington
    FCA verified
    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.
    30296
    £100k+
    Can help with
    Pensions & retirement
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  • Kieran Hartnett - True Potential Wealth Management

    Orpington
    FCA verified
    Many of my clients have been clients since the early 1990's which hopefully is a testament to my beliefs.
    47
    £50k+
    Can help with
    Pensions & retirement
  • Ashmax Associates

    Sevenoaks
    FCA verified
    Live For Today Plan For Tomorrow As Independent Financial Advisers we have access to all the market has to offer. This allows us to provide you with a bespoke service that is tailored to suit your personal goals and ambitions.
    10
    £0+
    Can help with
    Pensions & retirement
  • Saltus Partners LLP

    Sevenoaks
    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.
    539
    £250k+
    Can help with
    Pensions & retirement
  • IFPC Ltd

    Sevenoaks
    FCA verified
    Chartered wealth management experts offering independent advice and bespoke discretionary services to individuals, professionals, trustees, and business owners.
    50
    £100k+
    Can help with
    Pensions & retirement
  • NLP Financial Management

    Orpington
    FCA verified
    An award winning firm of independent financial advisers. Please contact us to discuss any area of the financial planning process.
    35
    £250k+
    Can help with
    Pensions & retirement
  • Douglas Steers & Company

    Orpington
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6392
    £50k+
    Can help with
    Pensions & retirement
  • Headway Wealth Limited

    Orpington
    FCA verified
    I am the Managing Director at Headway Wealth, a UK-based, FCA regulated financial planning and wealth management firm. We work with entrepreneurs and professionals who appreciate a straightforward, no-nonsense approach to their finances.
    41
    £150k+
    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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