Top 10 Independent (IFAs) & Restricted Financial Advisers in Basingstoke
Steve Harris at True Potential Wealth Management
BasingstokeEnsuring that your finances are being looked after and managed effectively, from an investment and tax perspective, is vitally important. Mistakes can be costly. This is where my knowledge and expertise can help you achieve your financial dreams.
Clients
helped150Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedDouglas Steers & Company
ChinehamExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7415Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentThe Private Office
BasingstokeIndependent, 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
helped32237Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.The Private Office
BasingstokeIndependent, Chartered financial planning firm, as well as our normal face-to-face meeting we are offering online and telephone advice.
Clients
helped32237Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentDavid Asbridge True Potential Wealth Management LLP
ChinehamWith True Potential Wealth Management, you will benefit from quality, bespoke financial advice that focuses on your personal goals and aspirations, helping you do more with your money.
Clients
helped184Minimum
wealth£100k+Pensions & retirementDInitial consultation free FCA verified RestrictedRoseum Financial Planning
BasingstokeBespoke, clear, compliant, and inclusive financial advice. Every financial plan is lovingly hand-crafted in-house, from scratch, with passion.
Clients
helped42Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentWaverley Financial services
BasingstokeWe provide friendly face to face advice with no jargon and deliver quality financial advice at a reasonable cost.
Clients
helped92Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentMPI Financial Advice
ChinehamWe provide a free update & advice service to help you understand your plans.
Clients
helped5047Minimum
wealth£0+Pensions & retirementSHInitial consultation free FCA verified IndependentBlacktower Financial Management
BasingstokeWe have celebrated more than 30 successful years supporting clients with their finances.
Clients
helped166Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentFlying Colours Advice
BasingstokeFlying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped18800Minimum
wealth£150k+Pensions & retirement+17Initial 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.