Top 10 Independent (IFAs) & Restricted Financial Advisers in Winchester
Oaktree Wealth Management
Bishops walthamLocal, friendly and unbiased Independent Financial Planning service on all aspects of Pensions, Investments and Protection.
Clients
helped62Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentThe Private Office
WinchesterIndependent, 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.
Clients
helped32832Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentBlyth Wealth Management
Bishops walthamI'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.PFM Associates Limited
WinchesterChartered financial planning firm based in the South of England, who provide holistic financial planning and advice to individuals, households, trustees and businesses.
Clients
helped164Minimum
wealth£100k+Pensions & retirement+7Initial consultation free FCA verified IndependentBeals Wealth Management.
WhiteleyWe are a top-rated financial services firm with advisers across the UK. With 29 years of experience, we provide expert financial guidance nationwide. Book your free initial, no-obligation consultation today—available by phone, video call, or face-to-face.
Clients
helped749Minimum
wealth£0+Pensions & retirement+14Initial consultation free FCA verified RestrictedUnity Wealth Management
Olivers batteryWe specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
Clients
helped331Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
Bishops suttonAt 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 IndependentThe Private Office
Bishops walthamIndependent, Chartered financial planning firm, as well as our normal face-to-face meeting we are offering online and telephone advice.
Clients
helped32832Minimum
wealth£100k+Pensions & retirement+45Initial consultation free FCA verified IndependentDouglas Steers & Company
DenmeadExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7625Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentUnity Wealth Management
New alresfordWe specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
Clients
helped331Minimum
wealth£250k+Pensions & retirementInitial 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.