Top 10 Independent (IFAs) & Restricted Financial Advisers in Welford

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  • Berkshire IFA

    Peasemore
    FCA verified
    We offer an initial no cost meeting. We are fully Independent Financial Advisers offering bespoke advice for pensions, inheritance tax planning, investments, pension transfers, final salary pensions and mortgages.
    1411
    £250k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Newbury
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6288
    £50k+
    Can help with
    Pensions & retirement

  • Berkshire IFA

    Newbury
    FCA verified
    We offer an initial no cost meeting. We are fully Independent Financial Advisers offering bespoke advice for pensions, inheritance tax planning, investments, pension transfers, final salary pensions and mortgages.
    1411
    £250k+
    Can help with
    Pensions & retirement
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  • Hartsfield Financial Services Ltd

    Newbury
    FCA verified
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    199
    £150k+
    Can help with
    Pensions & retirement

  • The Private Office

    Newbury
    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.
    30114
    £100k+
    Can help with
    Pensions & retirement

  • Protect and Invest Ltd

    Newbury
    FCA verified
    Chartered Independent Financial Planners based in Newbury, covering the Berkshire and Hampshire areas. We specialise in Pension and Retirement Planning, Investments, Protection and Estate Planning.
    79
    £0+
    Can help with
    Pensions & retirement

  • Berkshire IFA

    Hungerford
    FCA verified
    We offer an initial no cost meeting. We are fully Independent Financial Advisers offering bespoke advice for pensions, inheritance tax planning, investments, pension transfers, final salary pensions and mortgages.
    1411
    £250k+
    Can help with
    Pensions & retirement

  • David Asbridge True Potential Wealth Management LLP

    East woodhay
    FCA verified
    With True Potential Wealth Management, you will benefit from quality, bespoke financial advice that focuses on your personal goals and aspirations, helping you do more with your money.
    94
    £100k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Grove
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    326
    £250k+
    Can help with
    Pensions & retirement

  • Berkshire IFA

    Highclere
    FCA verified
    We offer an initial no cost meeting. We are fully Independent Financial Advisers offering bespoke advice for pensions, inheritance tax planning, investments, pension transfers, final salary pensions and mortgages.
    1411
    £250k+
    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.