Top 10 Independent (IFAs) & Restricted Financial Advisers in Lancaster West Estate
Chris Philcox - True Potential Wealth Management
LondonI have been helping clients achieve their financial goals for over 15 years. I specialise in retirement planning, including Defined Benefit transfers and Drawdown. I hold the advanced retirement qualifications, ensuring the very best outcome and advice.
Clients
helped316Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified RestrictedMarc Harris - Harris Financial Planning
LondonWith over 12 years of industry experience, I specialise in providing personalised financial advice and planning services. My areas of expertise include investments, pensions, estate planning, and protection strategies.
Clients
helped19Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified RestrictedEvelyn Partners
London"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 RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Advanta Wealth
LondonWith 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 IndependentCanaccord Genuity Wealth Management (CGWM)
LondonAt 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 IndependentMinos Wealth Planning
LondonAt Minos Wealth, we guide our clients to the life they’ve always wanted. Whether you’re planning for retirement, investing a windfall, or simply want a thorough financial health check, we have the knowledge and expertise to spur you into action.
Clients
helped43Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentCastle Financial Planning
LondonHighest standard of customer care and service. Expert and impartial advice. Our advice is guaranteed, providing further peace of mind.
Clients
helped158Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentEverystep Financial Services
LondonWe believe that every single person living in the UK should have access to meaningful, trusted and affordable financial advice. Our goal is to train and educate our clients to increase their knowledge of financial products for greater financial wealth
Clients
helped118Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentAHR Private Clients
LondonAHR 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.
Clients
helped310Minimum
wealth£150k+Pensions & retirementLInitial consultation free FCA verified IndependentThe Private Office
LondonIndependent, 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 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.