Top 10 Independent (IFAs) & Restricted Financial Advisers in Worminghall
Canaccord Genuity Wealth Management (CGWM)
Long crendonAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped641Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentJohn Humphries - Continuum Financial Services LLP
ThameChartered Financial Planner - IFA; providing unbiased financial planning in a clear and easy to understand fashion. With over 30 years experience, I provide pension and investment advice in whatever way that suits you best.
Clients
helped81Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
ThameAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped641Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Roseum Financial Planning
ThameBespoke, clear, compliant, and inclusive financial advice. Every financial plan is lovingly hand-crafted in-house, from scratch, with passion.
Clients
helped41Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentOctopus Money
ThameWe believe everyone deserves affordable, 1-to-1 help with their money. We bring together all the pieces of your financial life and make sure your savings, investments and pensions are all on track for the life you want to live.
Clients
helped93Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified RestrictedChris Philcox - True Potential Wealth Management
ThameI have been helping clients achieve their financial goals for over 15 years. I specialise in retirement planning, including Defined Benefit transfers and Drawdown. I hold the advanced retirement qualifications, ensuring the very best outcome and advice.
Clients
helped311Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified RestrictedMPI Financial Advice
Risinghurst and sandhillsWe provide a free update & advice service to help you understand your plans.
Clients
helped5031Minimum
wealth£0+Pensions & retirementSHInitial consultation free FCA verified IndependentHartsfield Financial Services Ltd
GarsingtonWe’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
helped272Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentThe Private Office
OxfordIndependent, 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
helped32173Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentPSA Financial Services - Elliot Conteh
OxfordMy true passion comes from connecting with individuals and helping them achieve long-term financial goals through pension, investment, and retirement planning.
Clients
helped383Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified Independent
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.