Top 10 Independent (IFAs) & Restricted Financial Advisers in Wallington
Humboldt Financial
CarshaltonAs 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
helped1898Minimum
wealth£50k+Pensions & retirement+1Initial consultation free FCA verified IndependentLeagold Miller Ltd
CarshaltonAs your local Independent Financial Adviser based in South London, I am committed to helping you achieve your financial goals and aim to deliver information, advice and solutions which are clear and easy to understand.
Clients
helped23Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentSaltus Partners LLP
CarshaltonOur 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.
Clients
helped702Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.MPI Financial Advice
CarshaltonWe provide a free update & advice service to help you understand your plans.
Clients
helped5394Minimum
wealth£0+Pensions & retirementSInitial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
WallingtonAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped671Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentThe Private Office
WallingtonIndependent, Chartered financial planning firm, as well as our normal face-to-face meeting we are offering online and telephone advice.
Clients
helped32800Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentOak Financial Management Ltd
CarshaltonRelationships require strong communication, we always listen to our clients in order to help us understand their true needs.
Clients
helped57Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentFlying Colours Advice
WallingtonFlying 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.
Clients
helped18978Minimum
wealth£150k+Pensions & retirement+16Initial consultation free FCA verified IndependentSaltus Partners LLP
WallingtonOur 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.
Clients
helped702Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentThe Private Office
CarshaltonIndependent, 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
helped32800Minimum
wealth£100k+Pensions & retirement+33Initial 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.