Top 10 Independent (IFAs) & Restricted Financial Advisers in Yateley
Evelyn Partners
Yateley"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
ClientsRecently added
helpedMinimum
wealth£500k+Pensions & retirementHLMDC+6Initial consultation free FCA verified RestrictedCanaccord Genuity Wealth Management (CGWM)
SandhurstAt 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 IndependentBlack Lion Wealth Management
SandhurstWe are committed to helping hard-working people like you get the best options on your pensions and investments— you are at the heart of what we do.
Clients
helped1373Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Berkshire IFA
SandhurstWe offer an initial no cost meeting. We are fully Independent Financial Advisers specialising in advice for clients who need to focus on their pension outcomes, inheritance tax planning, investments, final salary pensions, or need to get a mortgage.
Clients
helped1463Minimum
wealth£100k+Insurance & protectionInitial consultation free FCA verified Independent- Clients
helped360Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified Independent Fairstone Group
CrowthorneFairstone 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.
Clients
helped12389Minimum
wealth£0+Pensions & retirement+2Initial consultation free FCA verified IndependentCadre Wealth
EversleyCadre Wealth is an Independent, Fixed Fee, Evidence-Based financial planning firm. As founder and director at Cadre Wealth, I have the pleasure of working closely with Tax and Finance experts to help our clients achieve their financial goals.
Clients
helped181Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentThe Private Office
CrowthorneIndependent, 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
helped32571Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentBerkshire IFA
FinchampsteadWe offer an initial no cost meeting. We are fully Independent Financial Advisers offering bespoke advice for pensions, inheritance tax planning, investments, pension transfers, final salary pensions and mortgages.
Clients
helped1463Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentTara Financial Services Ltd
FinchampsteadThe Specialists in Wealth Management and Pensions planning for Individuals and businesses.
Clients
helped29Minimum
wealth£100k+Pensions & retirementPInitial 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.