Top 10 Independent (IFAs) & Restricted Financial Advisers in Lyndhurst
Canaccord Genuity Wealth Management (CGWM)
LyndhurstAt 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 IndependentWoodlands Financial Planning
Netley marshOur goal is to increase our clients knowledge of financial services and their financial wellbeing through offering the widest range of products and services from the whole of the market, whilst ensuring that our clients always receive sound advice.
Clients
helped88Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
Totton and elingAt 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 IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.MPI Financial Advice
Totton and elingWe provide a free update & advice service to help you understand your plans.
Clients
helped5311Minimum
wealth£0+Pensions & retirementSHInitial consultation free FCA verified IndependentDouglas Steers & Company
Totton and elingExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7554Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentWealthy Steps Financial Planning Ltd
BrockenhurstHelping you to build wealth, one step at a time. Whether you are looking for help with investing, pensions, life insurance, income protection and more please do get in touch. The first 2 meetings are free. Meet in person in my office or via teams
Clients
helped72Minimum
wealth£0+Pensions & retirementSInitial consultation free FCA verified RestrictedMatthew Winchester -Pocock Rutherford & Co
Totton and elingHi my name is Matthew , I’m a local financial adviser based in Bournemouth and I have been providing straight forward, easy to understand financial advice for over 25years. My initial consultation is free so please reach out to see if I can help you.
Clients
helped135Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentTristan Borkowski - TAB Financial Planning
MarchwoodTristan gives his clients the peace of mind needed and confidence in their financial future through the transitions of life by answering the important questions such as 'Will I be OK?' and 'Will my family be OK?'.
Clients
helped19Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified RestrictedTristan Borkowski - TAB Financial Planning
BurleyTristan gives his clients the peace of mind needed and confidence in their financial future through the transitions of life by answering the important questions such as 'Will I be OK?' and 'Will my family be OK?'.
Clients
helped19Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified RestrictedTristan Borkowski - TAB Financial Planning
BeaulieuTristan gives his clients the peace of mind needed and confidence in their financial future through the transitions of life by answering the important questions such as 'Will I be OK?' and 'Will my family be OK?'.
Clients
helped19Minimum
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.