Top 10 Independent (IFAs) & Restricted Financial Advisers in Stoke Talmage

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  • Canaccord Genuity Wealth Management (CGWM)

    Swyncombe
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    326
    £250k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Thame
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    326
    £250k+
    Can help with
    Pensions & retirement

  • Roseum Financial Planning

    Thame
    FCA verified
    Bespoke, clear, compliant, and inclusive financial advice. Every financial plan is lovingly hand-crafted in-house, from scratch, with passion.
    31
    £250k+
    Can help with
    Pensions & retirement
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  • Saltus Partners LLP

    Chinnor
    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

  • Chris Philcox - True Potential Wealth Management

    Thame
    FCA verified
    I have been helping clients achieve their financial goals for over 15 years. I specialise in retirement planning, including Defined Benefit transfers and Drawdown. I hold the advanced retirement qualifications, ensuring the very best outcome and advice.
    302
    £500k+
    Can help with
    Pensions & retirement

  • John Humphries - Continuum Financial Services LLP

    Thame
    FCA verified
    Chartered Financial Planner - IFA; providing unbiased financial planning in a clear and easy to understand fashion. With over 30 years experience, I provide pension and investment advice in whatever way that suits you best.
    79
    £50k+
    Can help with
    Pensions & retirement

  • Yellow Bear Financial Consultancy

    Chinnor
    FCA verified
    Offices in Bucks and Oxfordshire. We offer a modern and friendly approach to the complex area of financial planning.
    68
    £50k+
    Can help with
    Pensions & retirement

  • AFH Wealth Management LTD

    Chinnor
    FCA verified
    The UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
    1890
    £50k+
    Can help with
    Pensions & retirement

  • Montpellier Asset Management

    Thame
    FCA verified
    A trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.
    110
    £100k+
    Can help with
    Pensions & retirement

  • Octopus Money

    Thame
    FCA verified
    We believe everyone deserves affordable, 1-to-1 help with their money. We bring together all the pieces of your financial life and make sure your savings, investments and pensions are all on track for the life you want to live.
    47
    £250k+
    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.