Top 10 Independent (IFAs) & Restricted Financial Advisers in Minstead
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 IndependentTristan 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 RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Canaccord 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 IndependentMPI 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
helped7552Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentMatthew 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 Independent- Clients
helped< 10Minimum
wealth£0+BusinessGInitial consultation free FCA verified Restricted PFM Associates Limited
RingwoodChartered financial planning firm based in the South of England, who provide holistic financial planning and advice to individuals, households, trustees and businesses.
Clients
helped162Minimum
wealth£100k+Pensions & retirement+6Initial consultation free FCA verified IndependentThe Private Office
RingwoodIndependent, Chartered financial planning firm, as well as our normal face-to-face meeting we are offering online and telephone advice.
Clients
helped32672Minimum
wealth£100k+Pensions & retirement+45Initial 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.