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TheWealthPoint

Billinge chapel end
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

Clients
helped

1969

Minimum
wealth

£50k+

Can help with

Pensions & retirement

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Independent
Plan Smart Financial Planning

Amersham
We believe investing for the future should be for everyone. While we're new to Unbiased, we're not new to financial advice—our experienced team delivers trusted, personalised planning powered by modern technology to help you make the most of your money.

Clients
helped
Recently added

Minimum
wealth

£0+

Can help with
Pensions & retirement

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Initial consultation free
FCA verified
Restricted
The Pension Planner

Lincoln
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Lincoln helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!

Clients
helped

5427

Minimum
wealth

£100k+

Can help with
Pensions & retirement

Meet the team

+1

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Initial consultation free
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Independent

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Balance Financial Planning

Epsom
We are here to help you achieve your financial goals. We'll work with you to provide clarity, independent expert advice, peace of mind, and a financial plan to help you live today, and secure tomorrow.

Clients
helped

59

Minimum
wealth

£50k+

Can help with
Pensions & retirement

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Initial consultation free
FCA verified
Independent
Harvest Associates

Rochdale
Abbey Lane Financial Associates Limited is a successful, well-established Independent Financial Services company, which offers impartial financial planning advice.

Clients
helped

250

Minimum
wealth

£0+

Can help with
Pensions & retirement

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A

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FCA verified
Independent
Steve Harris at True Potential Wealth Management

Fareham
Ensuring that your finances are being looked after and managed effectively, from an investment and tax perspective, is vitally important. Mistakes can be costly. This is where my knowledge and expertise can help you achieve your financial dreams.

Clients
helped

160

Minimum
wealth

£100k+

Can help with
Pensions & retirement

Meet the team

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Initial consultation free
FCA verified
Restricted
PFM Associates Limited

Ringwood
Chartered financial planning firm based in the South of England, who provide holistic financial planning and advice to individuals, households, trustees and businesses.

Clients
helped

164

Minimum
wealth

£100k+

Can help with
Pensions & retirement

Meet the team

+6

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Initial consultation free
FCA verified
Independent
First Wealth (London) Limited

London
Not your average financial advisers. 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.

Clients
helped

35

Minimum
wealth

£250k+

Can help with
Pensions & retirement

Meet the team

+4

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Initial consultation free
FCA verified
Independent
Clarity Wealth Limited

London
Everyone looks forward to their retirement - are you prepared for yours?

Clients
helped

823

Minimum
wealth

£250k+

Can help with
Pensions & retirement

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Initial consultation free
FCA verified
Independent
Oculus Wealth Management (Home Counties) Limited

Witley
With nearly 20 years of experience advising high-net-worth clients, including 11 years looking after ultra high net worth clients at Coutts Private Bank , I specialise in crafting tailored financial strategies that align with your aspirations.

Clients
helped
Recently added

Minimum
wealth

£250k+

Can help with
Pensions & retirement

Meet the team

Start enquiry

View profile

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.

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.