Top 10 Independent (IFAs) & Restricted Financial Advisers in Berwickupontweed
Watson Financial Planning
Berwick upon tweedI 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
Clients
helped109Minimum
wealth£100k+Pensions & retirementIInitial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
OrdAt 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 IndependentPrism Financial Advice Ltd
KelsoWe 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
Clients
helped2648Minimum
wealth£50k+Pensions & retirementDR+12Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Fraser Loudon True Potential LLP
KelsoWith 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.
Clients
helped< 10Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentPrism Financial Advice Ltd
AlnwickWe 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
Clients
helped2648Minimum
wealth£50k+Pensions & retirementDR+12Initial consultation free FCA verified IndependentDavid Toner True Potential Wealth Management
AlnwickTrusted 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.
Clients
helped198Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedPaul Nathan - Sandringham Financial Partners
AlnwickWe have been providing financial advice since 1994. Many of our clients are airline pilots. They demand the same safe pair of hands with their finances that their passengers demand of them. We advise people in retirement, or on the 'final approach'
Clients
helped10Minimum
wealth£500k+Pensions & retirementInitial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
MelroseAt 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 IndependentPrism Financial Advice Ltd
MelroseWe 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
Clients
helped2648Minimum
wealth£50k+Pensions & retirementDR+12Initial 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.