Find an Independent or Restricted Financial Adviser
Oculus Wealth Management - Stephen Pountney
WadebridgeWith a presence in Truro, we offer fully Independent Financial Advice for our client's across the region. We offer a free no obligation consultation process. Our advice is then bespoke & tailored for every & every client personal requirements.
Clients
helped227Minimum
wealth£100k+Pensions & retirementSInitial consultation free FCA verified IndependentProPlan Financial Advice Limited
PadihamWe are an independent financial planning business which is focused on helping clients understand and plan for their future.
Clients
helped84Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified Independent- Clients
helped369Minimum
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. Douglas Steers & Company
BirminghamExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7478Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentOne Financial Solutions - Sukh
BromleyIndependent Financial Advice tailored to you. With 15+ years’ experience, I help individuals, business owners & families with pensions, investments & tax-efficient planning. Let’s build a long-term strategy to grow & protect your wealth!
ClientsRecently added
helpedMinimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentContinuum (Financial Services) LLP
BroadstoneYour financial future - are you looking for help to make things more certain for yourself and your family? I'm here to save you time and get your money working for you, minimising your financial risks and shortfalls.
Clients
helped208Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
LondonAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped665Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentHartsfield Financial Services Ltd
Bradley stokeWe’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.
Clients
helped273Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentKingston PTM Limited
Ferndown townSpecialists in integrated financial and tax planning for all clients but particularly for those approaching, at and in to, retirement
Clients
helped< 10Minimum
wealth£50k+Pensions & retirementGInitial consultation free FCA verified IndependentTheWealthPoint
LiverpoolYou deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped1920Minimum
wealth£50k+Pensions & retirementMInitial 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.