Top 10 Independent (IFAs) & Restricted Financial Advisers in Waltononthames
The Private Office
Walton 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
helped32785Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentBalance Financial Planning
Walton on thamesWe are here to help you achieve your financial goals. We'll work with you to provide clarity, independent expert advice, peace of mind, and a financial plan to help you live today, and secure tomorrow.
Clients
helped59Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentDuncan Pilgrim
Walton on thamesWith over 12 years’ experience in Financial Services providing the right advice in a relaxed and jargon free environment.
Clients
helped131Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Black Lion Wealth Management
Walton on thamesWe 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
helped1380Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified RestrictedRoxborough Wealth Management & Mortgages
Walton on thamesWe care and always go the extra mile. Our clients feel they are part of the Roxborough family. Our service is totally bespoke.
Clients
helped142Minimum
wealth£100k+Pensions & retirementCInitial consultation free FCA verified IndependentAscot Lloyd
Walton on thamesOne of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
Clients
helped1005Minimum
wealth£150k+Pensions & retirementECKRInitial consultation free FCA verified IndependentBigmore Associates Ltd
Walton on thamesOur business is built on great relationships with our clients.
Clients
helped320Minimum
wealth£100k+Pensions & retirement+2Initial consultation free FCA verified IndependentFairstone Group
Walton on thamesFairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
Clients
helped12449Minimum
wealth£0+Pensions & retirement+2Initial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
Walton on thamesAt 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 IndependentBlack Lion Wealth Management
SheppertonWe 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
helped1380Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified Restricted
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.