Top 10 Independent (IFAs) & Restricted Financial Advisers in Shalfleet
Unity Wealth Management
NewportWe specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
Clients
helped329Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentRetirement Solutions (UK) Ltd
NewportWe are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
Clients
helped5255Minimum
wealth£0+Pensions & retirement+3Initial consultation free FCA verified IndependentGrosvenor Birch Limited
Lymington and penningtonWe’re a family of Chartered Financial Planners helping people in the South achieve their goals since 2001. Proud to be a female lead firm, with experience to deal with complex planning issues.
Clients
helped23Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.The Private Office
Lymington and penningtonIndependent, 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
helped32457Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentWoodlands Financial Planning
Lymington and penningtonOur goal is to increase our clients knowledge of financial services and their financial wellbeing through offering the widest range of products and services from the whole of the market, whilst ensuring that our clients always receive sound advice.
Clients
helped88Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentSaltus Partners LLP
Lymington and penningtonOur 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.
Clients
helped673Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentDouglas Steers & Company
Lymington and penningtonExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7484Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentTristan Borkowski - TAB Financial Planning
BeaulieuTristan gives his clients the peace of mind needed and confidence in their financial future through the transitions of life by answering the important questions such as 'Will I be OK?' and 'Will my family be OK?'.
Clients
helped19Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified RestrictedWealthy Steps Financial Planning Ltd
BrockenhurstHelping you to build wealth, one step at a time. Whether you are looking for help with investing, pensions, life insurance, income protection and more please do get in touch. The first 2 meetings are free. Meet in person in my office or via teams
Clients
helped72Minimum
wealth£0+Pensions & retirementSInitial consultation free FCA verified Restricted- Clients
helped85Minimum
wealth£0+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.