Find an Independent or Restricted Financial Adviser
Tristan Borkowski - TAB Financial Planning
VerwoodTristan gives his clients the peace of mind needed and confidence in their financial future through the transitions of life by answering the important questions such as 'Will I be OK?' and 'Will my family be OK?'.
Clients
helped19Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified RestrictedWalden Capital
Hatfield heathWalden Capital provides inspired financial thinking, bespoke planning and an assured service. We are specialists in managing family wealth and run our own highly effective investment portfolios. We are Pension Transfer specialists, including final salary.
Clients
helped205Minimum
wealth£500k+Pensions & retirementInitial consultation free FCA verified IndependentAdam McCarthy & Sione Mitchell at True Potential Wealth Management
BristolWe put our client’s interests and financial goals at the heart of our business, priding ourselves on giving expert advice across all areas of financial planning, with a particular specialism in Protection and all aspects of Pension and Retirement Planning
Clients
helped351Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.The Private Office
Branston and mereIndependent, 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
helped32365Minimum
wealth£100k+Pensions & retirement+45Initial consultation free FCA verified IndependentSaltus Partners LLP
BournemouthOur mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped671Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentMatt Pike - Opal Financial Planning (M&G TAP)
RotherhamWe all have things that are important to us. Even if it’s making sure your current standard of living lasts throughout retirement, it’s important to know where to start.
Clients
helped16Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedDouglas Steers & Company
LissExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7452Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentAcumen Financial Planning Limited (Scotland)
EdinburghWe provide clients with a clear vision of their financial future.
Clients
helped166Minimum
wealth£250k+Pensions & retirement+10Initial consultation free FCA verified IndependentAssured Wealth Management
BristolWe have a passion for helping every client to lead a more fulfilling life. We take the time to understand what’s important to you, to understand your situation and what your future could look like.
Clients
helped34Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentCharacter Financial Services
WesterhamWe are happy to cover the cost of an intial meeting to establish how we can help. This can be in person at a place of your choosing, in our office in Westerham, Kent, virtually (Zoom / Teams) or simply over the phone.
Clients
helped141Minimum
wealth£100k+Pensions & retirementInitial 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.