Find an Independent or Restricted Financial Adviser
- I have joined True Potential Wealth Management as an experienced Financial Planner, with a wealth of knowledge and expertise, particularly in the complex areas of investments and pensions, including Defined Benefit/Final Salary advice.Clients558
helpedMinimum£100k+
wealthPensions & retirement - Financial planning is about more than making money – it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management. We help you do just that through creating a plan and reviewing the progressClients281
helpedMinimum£0+
wealthPensions & retirementNot sure which adviser to pick?Answer a few questions to help us find you the perfect match. - Regardless of status and wealth, we believe everyone should have access to professional advice, giving our clients peace of mind that their financial well-being is in good hands. Our goal is to empower clients to navigate their financial decision-making.Clients< 10
helpedMinimum£100k+
wealthPensions & retirement - I am Devon born and bred and have clients covering large areas of the Southwest, particularly East Devon, as well as remote clients farther afield. I am happy to travel to you and have a relaxed approach to holistic financial planning.Clients55
helpedMinimum£0+
wealthPensions & retirement - Flying 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.Clients18124
helpedMinimum£150k+
wealthPensions & 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.