Top 10 Independent (IFAs) & Restricted Financial Advisers in Swerford
Canaccord Genuity Wealth Management (CGWM)
Shenington and alkertonAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped626Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentNeil Dixon at True Potential Weath Management
BloxhamA Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
Clients
helped144Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified RestrictedSaltus Partners LLP
BloxhamOur 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
helped653Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Flying Colours Advice
BloxhamFlying 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
helped18729Minimum
wealth£150k+Pensions & retirement+16Initial consultation free FCA verified IndependentKind Wealth
Chipping nortonOur purpose is helping families prosper through providing excellent financial planning and mortgage advice to our clients.
Clients
helped17Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified RestrictedRothesay Bennett Financial Planning
BloxhamWe are an independent financial planning firm that delivers unbiased & tailored advice to our clients across England & Scotland. Our primary aim is to enable our clients the peace of mind and confidence to make financial decisions without reservation.
Clients
helped240Minimum
wealth£100k+Pensions & retirementAKA+4Initial consultation free FCA verified IndependentSaltus Partners LLP
Chipping nortonOur 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
helped653Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentThe Private Office
Chipping nortonIndependent, 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
helped32096Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentDouglas Steers & Company
Chipping nortonExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7355Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentTrue Potential Wealth Management - Jason Lynch
Chipping nortonI 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 palnning.
Clients
helped381Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified Restricted
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.