Top 10 Independent (IFAs) & Restricted Financial Advisers in Rooksdown
Brilliance Financial Planning
RooksdownWe are highly approachable and happy to discuss your needs and options informally. Drop us a line to arrange a chat, free of charge.
Clients
helped570Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentRoseum 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 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 IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Blacktower 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 IndependentSteve 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
helped152Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedKevin Robins - True Potential Wealth Management
BasingstokeHelping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
Clients
helped352Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedThe Private Office
BasingstokeIndependent, Chartered financial planning firm, as well as our normal face-to-face meeting we are offering online and telephone advice.
Clients
helped32272Minimum
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
helped7426Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentHartsfield Financial Services Ltd
BasingstokeWe’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
Clients
helped273Minimum
wealth£150k+Pensions & retirement+2Initial 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
helped18817Minimum
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.