Top 10 Independent (IFAs) & Restricted Financial Advisers in Fernham
Steve Harris at True Potential Wealth Management
Great faringdonEnsuring 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
helped148Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedHartsfield Financial Services Ltd
Great faringdonWe’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
Clients
helped270Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentFlying Colours Advice
Great faringdonFlying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped18739Minimum
wealth£150k+Pensions & retirement+16Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Hartsfield Financial Services Ltd
HighworthWe’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
Clients
helped270Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
GroveAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped628Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentHartsfield Financial Services Ltd
GroveWe’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
Clients
helped270Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentMontpellier Asset Management
LechladeA trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.
Clients
helped143Minimum
wealth£150k+Pensions & retirement+1Initial consultation free FCA verified IndependentBerkshire IFA
WantageWe offer an initial no cost meeting. We are fully Independent Financial Advisers offering bespoke advice for pensions, inheritance tax planning, investments, pension transfers, final salary pensions and mortgages.
Clients
helped1451Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentThe Private Office
WantageIndependent, 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
helped32116Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentSaltus Partners LLP
WantageOur 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.
Clients
helped656Minimum
wealth£250k+Pensions & retirement+18Initial 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.