Top 10 Independent (IFAs) & Restricted Financial Advisers in Holton
MPI Financial Advice
Risinghurst and sandhillsWe provide a free update & advice service to help you understand your plans.
Clients
helped5255Minimum
wealth£0+Pensions & retirementSHInitial consultation free FCA verified IndependentHartsfield Financial Services Ltd
GarsingtonWe’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
helped277Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentThe Private Office
OxfordIndependent, 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
helped32587Minimum
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.PSA Financial Services - Elliot Conteh
OxfordMy true passion comes from connecting with individuals and helping them achieve long-term financial goals through pension, investment, and retirement planning.
Clients
helped384Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentBlakes Financial Management Ltd
OxfordOur simple principle is always to only provide advice that we would be happy to implement ourselves.
Clients
helped95Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentSedulo Wealth Management
OxfordWe believe planning is the core of wealth management, so we help you structure your wealth for what’s important to you and your family. The Sedulo Wealth financial planning service puts you, and your needs, front and centre.
Clients
helped12Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentBlack Lion Wealth Management
OxfordWe are committed to helping hard-working people like you get the best options on your pensions and investments— you are at the heart of what we do.
Clients
helped1373Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified RestrictedHartsfield Financial Services Ltd
OxfordWe’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
helped277Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentTouchstone Investment Advisers Ltd
OxfordWe are a team of highly qualified financial advisers with extensive experience working with clients all over the UK seeking to maximize their pensions and investments.
Clients
helped98Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentSaltus Partners LLP
OxfordOur 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
helped680Minimum
wealth£250k+Pensions & retirement+18Initial 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.