Top 10 Independent (IFAs) & Restricted Financial Advisers in Overton
Thomas Dalton at True Potential Wealth Management LLP
OvertonTrusted & Friendly Wealth Management Partner at True Potential LLP
Clients
helped51Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedPrism Financial Advice Ltd
MorecambeWe 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
helped2567Minimum
wealth£50k+Pensions & retirementDR+12Initial consultation free FCA verified IndependentThe Private Office
LancasterIndependent, 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
helped32158Minimum
wealth£100k+Pensions & retirement+45Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Canaccord Genuity Wealth Management (CGWM)
LancasterAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped637Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentContinuum Financial Services
EllelAm focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but I aim to make this process clearer and less complicated.
Clients
helped104Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentBarrow Financial Services Ltd
GarstangFor friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice
Clients
helped78Minimum
wealth£50k+Pensions & retirementJInitial consultation free FCA verified IndependentThomas Dalton at True Potential Wealth Management LLP
CatterallTrusted & Friendly Wealth Management Partner at True Potential LLP
Clients
helped51Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedMy Pension Expert
CatterallWe’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated, independent financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
Clients
helped312Minimum
wealth£0+Pensions & retirement+4Initial consultation free FCA verified IndependentAHR Private Clients
CatterallAHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
Clients
helped276Minimum
wealth£150k+Pensions & retirementLInitial consultation free FCA verified IndependentElmfield Financial Planning Limited
ClaughtonOur dedicated team provide clients with clarity and insight, presenting options and delivering solutions on a range of financial matters.
Clients
helped380Minimum
wealth£50k+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.