Top 10 Independent (IFAs) & Restricted Financial Advisers in Westerham

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  • Character Financial Services

    Westerham
    FCA verified
    We 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.
    100
    £100k+
    Can help with
    Pensions & retirement

  • Beaufort Financial (Westerham)

    Westerham
    FCA verified
    Helping you to achieve your financial objectives
    302
    £0+
    Can help with
    Pensions & retirement

  • Wingate Financial Planning

    Limpsfield
    FCA verified
    We specialise in helping individuals and families with their retirement plans. We have won numerous awards (which can be seen on our website) for retirement, investment, trust and tax planning as well as, more recently, ethical investing.
    192
    £100k+
    Can help with
    Pensions & retirement
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  • Advice Rooms

    Oxted
    FCA verified
    Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
    359
    £50k+
    Can help with
    Pensions & retirement

  • Wealth Stream

    Westerham
    FCA verified
    Financial planning to help you do the things you choose and support the people you love.
    Recently added
    £150k+
    Can help with
    Pensions & retirement

  • Fairey Associates Limited

    Oxted
    FCA verified
    With over 25 years of Industry experience, I offer Independent advice and an on going service as circumstances change.
    86
    £50k+
    Can help with
    Pensions & retirement

  • Retirement Solutions (UK) Ltd

    Westerham
    FCA verified
    We 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.
    4690
    £0+
    Can help with
    Pensions & retirement

  • Ashmax Associates

    Sevenoaks
    FCA verified
    Live 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.
    Recently added
    £0+
    Can help with
    Pensions & retirement

  • IFPC Ltd

    Sevenoaks
    FCA verified
    Chartered wealth management experts offering independent advice and bespoke discretionary services to individuals, professionals, trustees, and business owners.
    50
    £100k+
    Can help with
    Pensions & retirement

  • Pall Mall Financial Independence Limited

    Sevenoaks
    FCA verified
    Wealth Management, Pension Consolidation & Simplification, ISA's, Investments, Retirement Planning, Inheritance Tax Planning, Discretionary Fund Management, Annuities, Equity Release
    < 10
    £0+
    Can help with
    Pensions & retirement

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.