Top 10 Independent (IFAs) & Restricted Financial Advisers in Upton Grey

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  • Douglas Steers & Company

    Hook
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    7334
    £50k+
    Can help with
    Pensions & retirement

  • M&G Wealth Advice

    Hook
    FCA verified
    We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
    389
    £100k+
    Can help with
    Pensions & retirement

  • Keith Whitehead - True Potential LLP

    Hook
    FCA verified
    I have joined True Potential Wealth Management as an experienced Financial Planner, with a wealth of knowledge and expertise, particularly in the complex areas of investments and pensions, including Defined Benefit/Final Salary advice.
    571
    £150k+
    Can help with
    Pensions & retirement
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  • Mark Thomas Abacus Advisers

    Hook
    FCA verified
    By putting our clients at the heart of everything we do, we provide high quality, independent and jargon-free financial advice. We are passionate about helping our clients protect and grow their assets so they can achieve their aspirations.
    25
    £50k+
    Can help with
    Pensions & retirement

  • David Asbridge True Potential Wealth Management LLP

    Hook
    FCA verified
    With 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.
    176
    £100k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Hook
    FCA verified
    We’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.
    267
    £150k+
    Can help with
    Pensions & retirement

  • The Private Office

    Basingstoke
    FCA verified
    Independent, 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.
    32057
    £100k+
    Can help with
    Pensions & retirement

  • Waverley Financial services

    Basingstoke
    FCA verified
    We provide friendly face to face advice with no jargon and deliver quality financial advice at a reasonable cost.
    92
    £0+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Basingstoke
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    12223
    £0+
    Can help with
    Pensions & retirement

  • Steve Harris at True Potential Wealth Management

    Basingstoke
    FCA verified
    Ensuring 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.
    146
    £100k+
    Can help with
    Pensions & retirement

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.