Top 10 Independent (IFAs) & Restricted Financial Advisers in Whiteley

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  • Douglas Steers & Company

    Whiteley
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6549
    £50k+
    Can help with
    Pensions & retirement

  • Beals Wealth Management.

    Whiteley
    FCA verified
    We are a Financial Services firm based in Hampshire, covering the South of England, celebrating 28 years in the industry. We offer a free, no-obligation initial consultation to discuss your financial needs; available by telephone, zoom, or face-to-face
    683
    £50k+
    Can help with
    Pensions & retirement

  • Cameron Asset Management Limited

    Southampton
    FCA verified
    Free Initial Appraisal. Chartered Financial Planner Available.
    < 10
    £0+
    Can help with
    Pensions & retirement
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  • Douglas Steers & Company

    Southampton
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6549
    £50k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Fareham
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6549
    £50k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Fareham
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    567
    £250k+
    Can help with
    Pensions & retirement

  • The Private Office

    Southampton
    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.
    30662
    £100k+
    Can help with
    Pensions & retirement

  • Sheraton Financial Planning Ltd

    Wickham
    FCA verified
    Shortlisted by the FT Money Management magazine as At Retirement Planner of the Year for 2017 and Winner in 2018.
    123
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Fareham
    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.
    30662
    £100k+
    Can help with
    Pensions & retirement

  • Atomos Financial Planning Limited

    Fareham
    FCA verified
    We’re atomos and we’re here to make your dreams and financial ambitions a reality.
    101
    £250k+
    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.