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Cooper Parry Wealth

Enderby
We are multi award winning and one of the fastest growing financial planning firms in the UK. We build a genuine understanding of you and what you want to get from life.

Clients
helped

24

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Meet the team

+15

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Initial consultation free
FCA verified
Independent
Douglas Steers & Company

Orpington
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

Clients
helped

7853

Minimum
wealth

£50k+

Can help with
Pensions & retirement

Meet the team

+5

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Initial consultation free
FCA verified
Independent
Lindley Financial Management

Boroughbridge
Helping you prepare for your family’s financial future.

Clients
helped

28

Minimum
wealth

£150k+

Can help with
Pensions & retirement

Meet the team

C

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Initial consultation free
FCA verified
Independent

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Quilter Cheviot Financial Planning (South West)

Bath
We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.

Clients
helped

136

Minimum
wealth

£250k+

Can help with
Pensions & retirement

Meet the team

Start enquiry

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Initial consultation free
FCA verified
Restricted
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Nigel Sloam & Co

London
Making Monies last a lifetime - and a bit longer. We offer a full range of Actuarial, pensions & investment advice including SIPPs (Self Invested Personal Pensions) and SSASs (Small Self Administered Schemes)

Clients
helped

21

Minimum
wealth

£100k+

Can help with
Pensions & retirement

Meet the team

O

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Initial consultation free
FCA verified
Independent
Flying Colours Advice

Brackley
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.

Clients
helped

19158

Minimum
wealth

£150k+

Can help with
Pensions & retirement

Meet the team

+14

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Initial consultation free
FCA verified
Independent
Calum Mackenzie @ PSA Financial Services

Coventry
I am a fully qualified Independent Financial Advisor with a particular focus on complex matters such as trust planning. I am committed to maintaining high standards in all aspects of my work, while fostering strong, long-lasting relationships.

Clients
helped

30

Minimum
wealth

£100k+

Can help with
Pensions & retirement

Meet the team

Start enquiry

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Initial consultation free
FCA verified
Independent
Quilter Cheviot Financial Planning (North East & Midlands)

Cheltenham
We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.

Clients
helped

337

Minimum
wealth

£250k+

Can help with
Pensions & retirement

Meet the team

+1

Start enquiry

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Initial consultation free
FCA verified
Restricted
Oculus Wealth Management - Stephen Pountney

St agnes
With a presence in Truro, we offer fully Independent Financial Advice for our client's across the region. We offer a free no obligation consultation process. Our advice is then bespoke & tailored for every client's personal requirements.

Clients
helped

238

Minimum
wealth

£100k+

Can help with
Pensions & retirement

Meet the team

S

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Initial consultation free
FCA verified
Independent
Prism Financial Advice Ltd

Washington
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

Clients
helped

2761

Minimum
wealth

£50k+

Can help with
Pensions & retirement

Meet the team

D
R

+12

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Initial consultation free
FCA verified
Independent

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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.

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