Find an Independent or Restricted Financial Adviser
The Private Office
WindsorIndependent, 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
helped32300Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentAndrew Carley - True Potential Wealth Management LLP
AshbourneTrue Potential provides experienced advice bespoke to each individual client or company. Recognising that everyone’s personal situations are unique, we will take the time to get to know you, what’s important and work with you every step of the way.
Clients
helped136Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentWingate Financial Planning
Haywards heathWe specialise in helping individuals and families with their retirement plans. We have won numerous awards (which can be seen on our website) for retirement, investment, trust and tax planning as well as, more recently, ethical investing.
Clients
helped224Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Intelligent Pensions
PenrynWe work with clients from their 40s into retirement. Our team of independent, experienced and highly rated advisers will help you achieve the retirement you always hoped for.
Clients
helped50Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentThe Private Office
Wellesbourne and waltonIndependent, 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
helped32300Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
LondonAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped651Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentDouglas Steers & Company
LondonExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7430Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
LondonAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped651Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentDouglas Steers & Company
BexleyheathExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7430Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentSaltus Partners LLP
FromeOur 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
helped668Minimum
wealth£250k+Pensions & retirement+18Initial 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.