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

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  • Canaccord Genuity Wealth Management (CGWM)

    Ord
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    348
    £250k+
    Can help with
    Pensions & retirement

  • Watson Financial Planning

    Berwick upon tweed
    FCA verified
    I am an Independent Financial Adviser specialising in Pensions and Investment advice in the Borders, Northumberland and the Lothians. I have over 20 years of experience in financial services
    108
    £100k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Kelso
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    2188
    £50k+
    Can help with
    Pensions & retirement
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  • Fraser Loudon True Potential LLP

    Kelso
    FCA verified
    With True Potential Wealth Management, you will benefit from quality, bespoke financial advice that focuses on your personal goals and aspirations, helping you do more with your money. We have over 7500 reviews on Trust Pilot rated as Excellent.
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Eildon Financial

    Melrose
    FCA verified
    Financial planning and wealth management. Personal and business. Investments, pensions and retirement plans, inheritance tax planning, insurance, mortgages.
    164
    £250k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Melrose
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    348
    £250k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Alnwick
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    2188
    £50k+
    Can help with
    Pensions & retirement

  • Melville Independent

    Alnwick
    FCA verified
    You are unique and so is your wealth. Melville Independent plc is committed to be at your side, protecting what you have, developing it, and eventually passing on your wealth to those important to you.
    55
    £100k+
    Can help with
    Pensions & retirement

  • David Toner True Potential Wealth Management

    Alnwick
    FCA verified
    Trusted by clients throughout the country we have a wealth of experience in delivering solutions to people with differing objectives we provide accurate and innovative investment tools. Vouched For Top Ranked Adviser 2020 and 2019 based on client reviews.
    191
    £50k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Melrose
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    2188
    £50k+
    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.