Top 10 Independent (IFAs) & Restricted Financial Advisers in Seer Green
Canaccord Genuity Wealth Management (CGWM)
BeaconsfieldAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped671Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentEvelyn Partners
Chalfont st giles"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
ClientsRecently added
helpedMinimum
wealth£500k+Pensions & retirementHLMDC+6Initial consultation free FCA verified RestrictedGracechurch wealth Management LLP
BeaconsfieldAs a Chartered Financial Planner, Richard Lawrance has specialist knowledge in the areas of pensions, investments, trusts and estate planning. He particularly enjoys helping clients on the journey of planning for and then enjoying their retirement.
Clients
helped16Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Saltus Partners LLP
BeaconsfieldOur 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.
Clients
helped680Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified Independent- ClientsRecently added
helpedMinimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified Independent Brilliance Financial Planning
BeaconsfieldWe are highly approachable and happy to discuss your needs and options informally. Drop us a line to arrange a chat, free of charge.
Clients
helped570Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentThe Private Office
BeaconsfieldIndependent, 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.
Clients
helped32587Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentFairstone Group
BeaconsfieldFairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
Clients
helped12390Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentBlack Lion Wealth Management
Chalfont st gilesWe 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.
Clients
helped1373Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified RestrictedJames Gregory at True Potential Wealth Management
Chalfont st gilesAs a Charted Financial Planner, I specialise in pre- and post-retirement planning, including pension consolidation, savings and investments, and estate planning.
Clients
helped21Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified Restricted
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.