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

I need advice on
Total assets
My postcode
First meeting is free

  • Hartsfield Financial Services Ltd

    Garsington
    FCA verified
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    199
    £150k+
    Can help with
    Pensions & retirement

  • The Private Office

    Oxford
    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.
    30116
    £100k+
    Can help with
    Pensions & retirement

  • Blakes Financial Management Ltd

    Oxford
    FCA verified
    Our simple principle is always to only provide advice that we would be happy to implement ourselves.
    95
    £0+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • Sedulo Wealth Management

    Oxford
    FCA verified
    We believe planning is the core of wealth management, so we help you structure your wealth for what’s important to you and your family. The Sedulo Wealth financial planning service puts you, and your needs, front and centre.
    Recently added
    £100k+
    Can help with
    Pensions & retirement

  • Black Lion Wealth Management

    Oxford
    FCA verified
    We are committed to helping hard-working people like you get the best options on your pensions and investments— you are at the heart of what we do.
    1314
    £100k+
    Can help with
    Pensions & retirement

  • Ian Miles at True Potential Wealth Management

    Oxford
    FCA verified
    Our advice is based on listening to your needs and objectives and then creating with you a comprehensive financial plan
    36
    £100k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Oxford
    FCA verified
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    199
    £150k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Oxford
    FCA verified
    Our 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.
    530
    £250k+
    Can help with
    Pensions & retirement

  • Adam McCarthy & Sione Mitchell at True Potential Wealth Management

    Oxford
    FCA verified
    We put our clients 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 pension advice, including Defined Benefit transfers.
    296
    £150k+
    Can help with
    Pensions & retirement

  • Steve Harris at True Potential Wealth Management

    Oxford
    FCA verified
    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.
    123
    £100k+
    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.

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.