Top 10 Independent (IFAs) & Restricted Financial Advisers in Westbury
Financial Connections Wealth Management Limited
ShrewsburyWith 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.
Clients
helped23Minimum
wealth£50k+Pensions & retirementNInitial consultation free FCA verified RestrictedBeaumont Wealth
ShrewsburyWe 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.
Clients
helped668Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentMasons Independent Financial Advisers
ShrewsburyA complete holistic service with your first and second meetings with an experienced adviser FREE and with no obligation. All your questions answered; When can I retire? how much income do I really need? will my funds run out? how can i reduce risk?
Clients
helped525Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Masons Independent Financial Advisers
ShrewsburyA complete holistic service with your first and second meetings with an experienced adviser FREE and with no obligation. All your questions answered; When can I retire? how much income do I really need? will my funds run out? how can i reduce risk?
Clients
helped525Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentOllie Hill at Quilter Financial Advisers
ShrewsburyI pride myself in helping individuals, families, and business owners achieve their dreams and ambitions through goals-based and holistic financial planning, ensuring the client's objectives and circumstances are fully taken into account.
Clients
helped27Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedBeaumont Wealth
CondoverWe 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.
Clients
helped668Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentWilliam Felix - Intelligent Financial Advisory Ltd
Bayston hillCreating, managing and protecting your wealth the intelligent way
Clients
helped216Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified Independent- Clients
helped419Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified Independent The Wealth Coach
ShrewsburyVisit us face to face or remotely. Using a Chartered Financial Planner and Chartered Wealth Manager, you can be assured of the best outcomes. Always ask if your adviser is Chartered; don't compromise.
Clients
helped154Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentBeaumont Wealth
ShrewsburyWe 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.
Clients
helped668Minimum
wealth£50k+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.