Top 10 Independent (IFAs) & Restricted Financial Advisers in Borrowby

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  • Stephen Hogg at Broadgate Wealth

    Saltburn marske and new marske
    FCA verified
    Broadgate Wealth Client Servicing LLP is a family run firm of Independent Financial Advisers based in Billingham in the North East of England.
    Recently added
    £50k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Saltburn marske and new marske
    FCA verified
    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
    2531
    £50k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Guisborough
    FCA verified
    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
    2531
    £50k+
    Can help with
    Pensions & retirement
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  • Broadgate Wealth Client Servicing LLP

    Redcar
    FCA verified
    We are an experienced team of Independent Financial Advisers providing financial advice to individuals and businesses across the North East and Yorkshire.
    31
    £50k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Middlesbrough
    FCA verified
    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
    2531
    £50k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Middlesbrough
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    12202
    £0+
    Can help with
    Pensions & retirement

  • The Private Office

    Middlesbrough
    FCA verified
    Independent, 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.
    32015
    £100k+
    Can help with
    Pensions & retirement

  • Kevin Rowntree - Milsted Langdon Financial Planning

    Middlesbrough
    FCA verified
    As a Chartered Associate of the Institute of Banking and Finance I have spent more than two decades working in financial services. Working closely with clients to resolve their financial planning issues.
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management - Jason Lynch

    Middlesbrough
    FCA verified
    I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax planning.
    380
    £100k+
    Can help with
    Pensions & retirement

  • Fletcher Investment Consultants Limited

    Stokesley
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement

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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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.