Top 10 Independent (IFAs) & Restricted Financial Advisers in Chalfont St Peter

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  • Saltus Partners LLP

    Chalfont st peter
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    539
    £250k+
    Can help with
    Pensions & retirement

  • The Private Office

    Gerrards cross
    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

  • Conor Patton at Unique Wealth

    Chalfont st giles
    FCA verified
    I provide holistic financial planning advice to my clients in order to help them build, protect, enjoy and pass on their wealth in a tax-efficient manner.
    < 10
    £100k+
    Can help with
    Pensions & retirement
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  • Black Lion Wealth Management

    Chalfont st giles
    FCA verified
    We are committed to helping hard-working people like you get the best options on your pensions and investments— you are at the heart of what we do.
    1318
    £50k+
    Can help with
    Pensions & retirement

  • Faraday Financial Planning Ltd

    Gerrards cross
    FCA verified
    We offer a cup of freshly ground coffee (and a second opinion) to anyone with investments of £250,000 plus
    < 10
    £250k+
    Can help with
    Investments

  • Advanta Wealth

    Chorleywood
    FCA verified
    With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
    386
    £100k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Beaconsfield
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    377
    £250k+
    Can help with
    Pensions & retirement

  • Brilliance Financial Planning

    Beaconsfield
    FCA verified
    We are highly approachable and happy to discuss your needs and options informally. Drop us a line to arrange a chat, free of charge.
    562
    £0+
    Can help with
    Pensions & retirement

  • Rob Dew at True Potential Wealth Management

    Rickmansworth
    FCA verified
    I have been a financial adviser for 20 years helping my clients with their mortgages, protection, pensions and investment needs.
    Recently added
    £150k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Stoke poges
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    539
    £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.