Top 10 Independent (IFAs) & Restricted Financial Advisers in Middleton Stoney

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  • Canaccord Genuity Wealth Management (CGWM)

    Bucknell
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    381
    £250k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Upper heyford
    FCA verified
    Our 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.
    540
    £250k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Bicester
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6394
    £50k+
    Can help with
    Pensions & retirement
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  • The Private Office

    Bicester
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face-to-face meeting we are offering online and telephone advice.
    30297
    £100k+
    Can help with
    Pensions & retirement

  • AFH Wealth Management LTD

    Bicester
    FCA verified
    The UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
    1918
    £100k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Bicester
    FCA verified
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    217
    £150k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Bicester
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    381
    £250k+
    Can help with
    Pensions & retirement

  • Quilter Cheviot Financial Planning (North East & Midlands)

    Ambrosden
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    275
    £250k+
    Can help with
    Pensions & retirement

  • Intelligent Financial Advisory Ltd

    Croughton
    FCA verified
    Creating, managing and protecting your wealth the intelligent way
    879
    £50k+
    Can help with
    Pensions & retirement

  • Raymond James Investment Services

    Kidlington
    FCA verified
    Truly personal wealth and investment management services for a life well planned. Making your investments work for you - Stocks and Shares, ISAs, Pensions and Offshore Bonds. Discretionary Managed portfolios tailored to you.
    42
    £150k+
    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.