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TheWealthPoint

Southport
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

Clients
helped

2310

Minimum
wealth

£50k+

Can help with

Pensions & retirement

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M

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Initial consultation free
FCA verified
Independent
Frazer James

Bradford on avon
Chartered & Certified Financial Planners, specialising in pensions, investments, and retirement. Based in Bristol. Trusted by 100+ clients. Award-winning advice. Book your Unbiased Financial Meeting here: <url hidden>

Clients
helped

133

Minimum
wealth

£250k+

Can help with
Pensions & retirement

Meet the team

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Initial consultation free
FCA verified
Independent
Matthew Winchester -Pocock Sanders

Salisbury
Hi my name is Matthew , I’m a local financial adviser based in Bournemouth and I have been providing straight forward, easy to understand financial advice for over 25years. My initial consultation is free so please reach out to see if I can help you.

Clients
helped

142

Minimum
wealth

£50k+

Can help with
Pensions & retirement

Meet the team

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Initial consultation free
FCA verified
Independent

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M&G Wealth Advice

Chester le street
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.

Clients
helped

991

Minimum
wealth

£100k+

Can help with
Pensions & retirement

Meet the team

L

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Initial consultation free
FCA verified
Restricted
Evelyn Partners

Twickenham
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."

Clients
helped

156

Minimum
wealth

£500k+

Can help with
Pensions & retirement

Meet the team

H
L
M
D
C

+6

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Initial consultation free
FCA verified
Restricted
Advice Rooms

Bristol
Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.

Clients
helped

531

Minimum
wealth

£0+

Can help with
Pensions & retirement

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Initial consultation free
FCA verified
Independent
N2 Asset Management Limited

Kingston upon thames
We are an independent boutique firm providing expert wealth planning and advice. We get inspired by our clients, their values, their vision, and their focus. Our purpose is to make a difference, one client at a time.

Clients
helped

37

Minimum
wealth

£250k+

Can help with
Pensions & retirement

Meet the team

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Initial consultation free
FCA verified
Independent
Eight Wealth Management Ltd

Wallingford
Eight Wealth Management has been providing financial advice for over 20 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.

Clients
helped
Recently added

Minimum
wealth

£150k+

Can help with
Pensions & retirement

Meet the team

C
A

+1

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Initial consultation free
FCA verified
Restricted
Prosperity Financial Planning

Ilkley
Guiding you with integrity, we specialise in providing expert financial advice on retirement planning, investments and pensions.

Clients
helped

93

Minimum
wealth

£150k+

Can help with
Pensions & retirement

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Initial consultation free
FCA verified
Independent
Advanta Wealth

East molesey
With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.

Clients
helped

744

Minimum
wealth

£150k+

Can help with
Pensions & retirement

Meet the team

Start enquiry

View profile

Initial consultation free
FCA verified
Independent

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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.