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AFH Wealth Management LTD

Rotherham
The UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship

Clients
helped

2206

Minimum
wealth

£100k+

Can help with

Pensions & retirement

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Initial consultation free
FCA verified
Independent
Hartsfield Financial Services Ltd

Trowbridge
We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.

Clients
helped

279

Minimum
wealth

£150k+

Can help with
Pensions & retirement

Meet the team

+2

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Initial consultation free
FCA verified
Independent
Watson Financial Planning

Berwick upon tweed
I am an Independent Financial Adviser specialising in Pensions and Investment advice in the Borders, Northumberland and the Lothians. I have over 20 years of experience in financial services

Clients
helped

109

Minimum
wealth

£100k+

Can help with
Pensions & retirement

Meet the team

I

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Initial consultation free
FCA verified
Independent

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Purple Fox Financial Planning

Bristol
At Purple Fox Financial Planning, we’re not just about providing financial advice – we’re about crafting a roadmap for your financial future.

Clients
helped

18

Minimum
wealth

£50k+

Can help with
Pensions & retirement

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Initial consultation free
FCA verified
Independent
The Private Office

Sandridge
Independent, Chartered financial planning firm, as well as our normal face-to-face meeting we are offering online and telephone advice.

Clients
helped

32612

Minimum
wealth

£100k+

Can help with
Pensions & retirement

Meet the team

+45

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Initial consultation free
FCA verified
Independent
Jeanette Mchardy at Tavistock Private Client

Doncaster
Chartered independent financial adviser with a demonstrated history of working in the financial services industry. Skilled in Pensions, Life Insurance, Finance, and Investments advice; providing clients with an ongoing service they can trust.

Clients
helped

42

Minimum
wealth

£100k+

Can help with
Pensions & retirement

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Initial consultation free
FCA verified
Independent
Kevin Thomas at Continuum Financial Services LLP

Carmarthen
I'm focused on delivering clear financial solutions to all my clients to give you complete peace of mind and make your financial future real. Making financial decisions can be daunting, but we aim to make this process clearer and less complicated.

Clients
helped

18

Minimum
wealth

£0+

Can help with
Pensions & retirement

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Initial consultation free
FCA verified
Independent
Retirement Solutions (UK) Ltd

Pudsey
We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.

Clients
helped

5288

Minimum
wealth

£0+

Can help with
Pensions & retirement

Meet the team

+3

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Initial consultation free
FCA verified
Independent
Liora Wealth

Newmarket
I am an IFA and Chartered Financial Planner with 20 years experience. I focus on you and your life’s goals, making sure your finances are organised and structured in the most effective way

Clients
helped

47

Minimum
wealth

£150k+

Can help with
Pensions & retirement

Meet the team

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Initial consultation free
FCA verified
Independent
M&G Wealth Advice

Peterborough
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.

Clients
helped

529

Minimum
wealth

£100k+

Can help with
Pensions & retirement

Meet the team

L

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Initial consultation free
FCA verified
Restricted

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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.

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