Top 10 Independent (IFAs) & Restricted Financial Advisers in Westerham
Character Financial Services
WesterhamWe are happy to cover the cost of an intial meeting to establish how we can help. This can be in person at a place of your choosing, in our office in Westerham, Kent, virtually (Zoom / Teams) or simply over the phone.
Clients
helped141Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified Independent- Clients
helped303Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified Independent Oculus Wealth Management (Home Counties) Limited
WesterhamWith nearly 20 years of experience advising high-net-worth clients, including 11 years looking after ultra high net worth clients at Coutts Private Bank , I specialise in crafting tailored financial strategies that align with your aspirations.
ClientsRecently added
helpedMinimum
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.Piccadilly Wealth Management
OxtedFriendly, expert, regulated advice over the telephone, video call or face to face.
Clients
helped193Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentAdvice Rooms
OxtedAdvice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
Clients
helped467Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentMPI Financial Advice
WesterhamWe provide a free update & advice service to help you understand your plans.
Clients
helped5182Minimum
wealth£0+Pensions & retirementBHInitial consultation free FCA verified IndependentRetirement Solutions (UK) Ltd
WesterhamWe 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
helped5254Minimum
wealth£0+Pensions & retirement+3Initial consultation free FCA verified IndependentAshmax Associates
SevenoaksLive For Today Plan For Tomorrow As Independent Financial Advisers we have access to all the market has to offer. This allows us to provide you with a bespoke service that is tailored to suit your personal goals and ambitions.
Clients
helped62Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentOne Financial Solutions - Sukh
SevenoaksIndependent 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 IndependentOff Piste Wealth
SevenoaksWe're here is to educate and empower people and business owners, through educational workshops and bespoke, independent financial advice, giving clients access to the whole of the market place.
Clients
helped184Minimum
wealth£100k+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.