Top 10 Independent (IFAs) & Restricted Financial Advisers in Swanbourne
ASC Financial Solutions
WinslowIndependent Financial Advisers providing quality advice specialising in pension/retirement planning options and building investment portfolios to generate growth/income.
Clients
helped128Minimum
wealth£50k+Pensions & retirementADInitial consultation free FCA verified IndependentThe Private Office
Newton longvilleIndependent, 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
helped32500Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentJames Gregory at True Potential Wealth Management
Shenley brook endAs 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 RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Canaccord Genuity Wealth Management (CGWM)
Shenley brook endAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped669Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentRidgeways Chartered Financial Planners
SoulburyWe strive to deliver an outstanding client experience whilst meeting our clients financial needs.
Clients
helped86Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentSara Branca - True Potential Wealth Management
Shenley brook endI provide holistic financial advice and by taking the appropriate time to get to know each clients’ circumstances, I am able to develop tailored and personalised plans. Contact me for a no obligation chat and let's get your finances on the right track!
Clients
helped25Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedMPI Financial Advice
West bletchleyWe provide a free update & advice service to help you understand your plans.
Clients
helped5206Minimum
wealth£0+Pensions & retirementSHInitial consultation free FCA verified IndependentBracewell Financial Solutions
Bletchley and fenny stratfordWant to move house, get a better mortgage rate or just want to what your options are? I can show you your best option and complete the whole process with you with our first meeting completely free, this can be done over the phone or in person.
Clients
helped58Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentM&G Wealth Advice
West bletchleyWe 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
helped508Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedTrue Potential Wealth Management - Jason Lynch
West bletchleyI am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax palnning.
Clients
helped391Minimum
wealth£100k+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.