Top 10 Independent (IFAs) & Restricted Financial Advisers in Upton Cressett

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  • PL Wealth & Pensionlite

    Great dawley
    FCA verified
    Your financial future is directly tied to your lifestyle both now and in the future. 160 years of experience managing wealth, protecting lifestyles and creating plans that give you and your family a future where your wealth works for you.
    289
    £50k+
    Can help with
    Pensions & retirement

  • Sigma Wealth Partners

    Great dawley
    FCA verified
    We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
    238
    £50k+
    Can help with
    Pensions & retirement

  • Financial Connections Wealth Management Limited

    Great dawley
    FCA verified
    With well over 20 years experience of helping our customer's plan for and meet their financial goals, we offer a free initial meeting to discuss your needs and objectives. Specialists in retirement, pension and investment planning.
    22
    £50k+
    Can help with
    Financial planning
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  • Beaumont Wealth

    Stirchley and brookside
    FCA verified
    We are Independent Financial Advisers specialising in pensions and investments. With over 30 years’ experience we know that each of our clients is an individual and we provide bespoke advice accordingly.
    567
    £50k+
    Can help with
    Pensions & retirement

  • Croft and Oakes Chartered Financial Planners Limited

    Hollinswood and randlay
    FCA verified
    64
    £50k+
    Can help with
    Pensions & retirement

  • Beaumont Wealth

    Shifnal
    FCA verified
    We are Independent Financial Advisers specialising in pensions and investments. With over 30 years’ experience we know that each of our clients is an individual and we provide bespoke advice accordingly.
    567
    £50k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    Shifnal
    FCA verified
    Flying 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.
    18150
    £150k+
    Can help with
    Pensions & retirement

  • PL Wealth & Pensionlite

    Shifnal
    FCA verified
    Your financial future is directly tied to your lifestyle both now and in the future. 160 years of experience managing wealth, protecting lifestyles and creating plans that give you and your family a future where your wealth works for you.
    289
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Oakengates
    FCA verified
    Independent, 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.
    30296
    £100k+
    Can help with
    Pensions & retirement

  • Beaumont Wealth

    Hadley and leegomery
    FCA verified
    We are Independent Financial Advisers specialising in pensions and investments. With over 30 years’ experience we know that each of our clients is an individual and we provide bespoke advice accordingly.
    567
    £50k+
    Can help with
    Pensions & retirement

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.