Top 10 Independent (IFAs) & Restricted Financial Advisers in Longcot
Steve Harris at True Potential Wealth Management
Great faringdonEnsuring that your finances are being looked after and managed effectively, from an investment and tax perspective, is vitally important. Mistakes can be costly. This is where my knowledge and expertise can help you achieve your financial dreams.
Clients
helped158Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedHartsfield Financial Services Ltd
Great faringdonWe’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
helped276Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentFlying Colours Advice
Great faringdonFlying 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
helped18911Minimum
wealth£150k+Pensions & retirement+16Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Hartsfield Financial Services Ltd
HighworthWe’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
helped276Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentThe Private Office
HighworthIndependent, Chartered financial planning firm, as well as our normal face-to-face meeting we are offering online and telephone advice.
Clients
helped32576Minimum
wealth£100k+Pensions & retirement+45Initial consultation free FCA verified IndependentMontpellier Asset Management
LechladeA trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.
Clients
helped148Minimum
wealth£150k+Pensions & retirement+1Initial consultation free FCA verified IndependentStephen Hall at Continuum
SwindonAm focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but we aim to make this process clearer and less complicated.
Clients
helped45Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
GroveAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped671Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentHartsfield Financial Services Ltd
SwindonWe’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
helped276Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentCrowood Financial Solutions
SwindonCrowood Financial Solutions is an independent full service advice firm, specialising in providing high quality pension advice and investment management with a personal service.
Clients
helped40Minimum
wealth£0+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.