Top 10 Independent (IFAs) & Restricted Financial Advisers in Marsh Baldon
Hartsfield 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
helped273Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentDouglas Steers & Company
LittlemoreExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7495Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentSaltus Partners LLP
StadhamptonOur 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
helped676Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Truly Independent Limited
Sandford on thamesOffering a free initial meeting, we provide independent regulated advice on Investments, Pensions and Inheritance Tax Planning. We take the stress out of investing helping clients of all wealth levels.
Clients
helped68Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentScott Hanley at True Potential Wealth Management LLP
LittlemoreYour financial interests, goals and aspirations are of paramount importance and are at the heart of any advice I give. I have a wealth of experience and can assist you with Pensions, including Defined Benefit transfers and Investment Wealth Management.
Clients
helped410Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedM&G Wealth Advice
OxfordWe provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped506Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedHartsfield Financial Services Ltd
KenningtonWe’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
helped273Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentLee Wyllie – True Potential Wealth Management
OxfordFor more than 30 years, I’ve been helping individuals, families and businesses achieve their financial goals. I have a wealth of knowledge and experience, and specialise in providing tailored advice on retirement planning and wealth management.
Clients
helped15Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedMPI Financial Advice
KenningtonWe provide a free update & advice service to help you understand your plans.
Clients
helped5198Minimum
wealth£0+Pensions & retirementSHInitial consultation free FCA verified IndependentHartsfield 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
helped273Minimum
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.