Top 10 Independent (IFAs) & Restricted Financial Advisers in Overton
David Asbridge True Potential Wealth Management LLP
OvertonWith 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
helped176Minimum
wealth£100k+Pensions & retirementDInitial consultation free FCA verified RestrictedHartsfield Financial Services Ltd
OvertonWe’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
helped269Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentHartsfield Financial Services Ltd
OakleyWe’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
helped269Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Douglas Steers & Company
WhitchurchExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7355Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentDouglas Steers & Company
OakleyExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7355Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
OakleyAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped626Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentBlyth Wealth Management
BasingstokeI'm a Chartered Financial Adviser and Coach with over 10 years experience in the industry. Together we will navigate those life transitions, remove your financial anxiety, promote sound financial behaviour and work towards your goals and aspirations.
Clients
helped< 10Minimum
wealth£100k+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
helped18729Minimum
wealth£150k+Pensions & retirement+17Initial 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.
Clients
helped32096Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentDouglas Steers & Company
BasingstokeExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7355Minimum
wealth£50k+Pensions & retirement+7Initial 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.