Find an Independent or Restricted Financial Adviser
True Potential Wealth Management - Jason Lynch
ChatterisI 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 planning.
Clients
helped394Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedThe Private Office
BenfleetIndependent, 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
helped32743Minimum
wealth£100k+Pensions & retirement+34Initial consultation free FCA verified IndependentPhil Anderson Financial Services Ltd
ManchesterProfessional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
Clients
helped1739Minimum
wealth£50k+Pensions & retirement+3Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Clarity Wealth Limited
KeighleyEveryone looks forward to their retirement - are you prepared for yours?
Clients
helped823Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentContinuum Financial Services LLP
Cullompton'I am proud to have been helping my clients for over 20 years, providing uncomplicated, clear and meaningful independent advice'.
Clients
helped153Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentKillimore Financial Management Limited
Barton upon humberWe are an experienced team with a sole aim of ensuring you are provided with fully holistic financial planning tailored to you and your individual needs.
Clients
helped72Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentDouglas Steers & Company
CamberleyExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7579Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentGeorgetown Wealth Management LLP
GlasgowProfessional, trustworthy independent financial advice based in Glasgow and London.
Clients
helped138Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentClarity Wealth Limited
TadcasterEveryone looks forward to their retirement - are you prepared for yours?
Clients
helped823Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentClarity Wealth Limited
ScunthorpeEveryone looks forward to their retirement - are you prepared for yours?
Clients
helped823Minimum
wealth£150k+Pensions & retirementInitial 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.