Top 10 Independent (IFAs) & Restricted Financial Advisers in Orpington
Oculus Wealth Management (Home Counties) Limited
OrpingtonWith nearly 20 years of experience advising high-net-worth clients, including 11 years looking after ultra high net worth clients at Coutts Private Bank , I specialise in crafting tailored financial strategies that align with your aspirations.
ClientsRecently added
helpedMinimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentEvelyn Partners
Orpington"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped34Minimum
wealth£500k+Pensions & retirementHLMDC+6Initial consultation free FCA verified RestrictedPall Mall Financial Independence Limited
OrpingtonWealth Management, Pension Consolidation & Simplification, ISA's, Investments, Retirement Planning, Inheritance Tax Planning, Discretionary Fund Management, Annuities, Equity Release
Clients
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wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.7IM Private Clients
ChislehurstFinding a wealth manager can be difficult, and many focus on themselves and their heritage. Our approach is different: we focus on you.
Clients
helped11Minimum
wealth£500k+Pensions & retirementInitial consultation free FCA verified IndependentDouglas Steers & Company
OrpingtonExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7625Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentThe Private Office
OrpingtonIndependent, 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
helped32832Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentThe Private Office
HalsteadIndependent, 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
helped32832Minimum
wealth£100k+Pensions & retirement+45Initial consultation free FCA verified IndependentAdvanta Wealth
OrpingtonWith 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
helped625Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentDouglas Steers & Company
ChislehurstExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7625Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentAlbany Finance
ChislehurstAt Albany Finance we are always happy to speak to you with regards to your needs. We are a whole of market company and are truly Independent, and strive to get the best for our clients. We can meet you in your home or workplace at a time that suits or with some areas of advice we can work for you via phone and internet. we look forward to working with you.
Clients
helped104Minimum
wealth£100k+Pensions & retirementInitial 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.