Find an Independent or Restricted Financial Adviser
True Potential Wealth Management - Jason Lynch
West bletchleyI 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
helped394Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedHumboldt Financial
PortsmouthAs a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped1885Minimum
wealth£50k+Pensions & retirement+1Initial consultation free FCA verified IndependentEd at V-Financial
HarrogateI pride myself in providing my clients with a professional and bespoke financial advice service. My clients include medical professionals, employed and self employed individuals, families & businesses.
Clients
helped60Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.The Private Office
WoottonIndependent, 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
helped32711Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentHumboldt Financial
DoncasterAs a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped1885Minimum
wealth£50k+Pensions & retirement+1Initial consultation free FCA verified IndependentRetirement Solutions (UK) Ltd
MiddlesbroughWe are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
Clients
helped5297Minimum
wealth£0+Pensions & retirement+2Initial consultation free FCA verified IndependentGilbert Stephens Financial Services Ltd
CreditonWe have three qualified IFAs who between them have extensive experience in advising on all aspects of personal financial planning.
Clients
helped14Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentIntelligent Financial Advisory Ltd - Jack Bewick
CorbyA leading 'whole of market' Independent Financial Adviser across Warwickshire, Leicestershire and the Midlands, with access to the most competitive and best performing products on the market.
Clients
helped22Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentHumboldt Financial
HamiltonAs a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped1885Minimum
wealth£50k+Pensions & retirement+1Initial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
LondonAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped671Minimum
wealth£500k+Pensions & retirementMInitial 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.
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