Top 10 Independent (IFAs) & Restricted Financial Advisers in Henleyonthames
The Private Office
Henley on thamesIndependent, 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
helped32096Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentLumin Wealth
Henley on thamesLumin Wealth is an award-winning Chartered firm and amongst the top financial advisers in the UK. 3,500 families have chosen us as a trusted partner for their wealth management.
Clients
helped183Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentHartsfield Financial Services Ltd
Henley on thamesWe’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
helped269Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.First Wealth (London) Limited
Henley on thamesNot your average financial advisers. Financial planning is about more than making money - it's about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management.
Clients
helped30Minimum
wealth£250k+Pensions & retirement+4Initial consultation free FCA verified IndependentDouglas Steers & Company
Henley on thamesExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7355Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentSaltus Partners LLP
Henley on thamesOur 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
helped653Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentAHR Private Clients
Henley on thamesAHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
Clients
helped272Minimum
wealth£250k+Pensions & retirementLInitial consultation free FCA verified IndependentCooper Parry Wealth
TwyfordWe are multi award winning and one of the fastest growing financial planning firms in the UK. We build a genuine understanding of you and what you want to get from life.
Clients
helped22Minimum
wealth£500k+Pensions & retirement+15Initial consultation free FCA verified IndependentFlying Colours Advice
ReadingFlying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped18729Minimum
wealth£150k+Pensions & retirement+18Initial consultation free FCA verified IndependentHartsfield Financial Services Ltd
TwyfordWe’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
helped269Minimum
wealth£150k+Pensions & retirement+2Initial 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.