Top 10 Independent (IFAs) & Restricted Financial Advisers in Bolney
Carpenter Box Financial Advisers
CuckfieldWhether you are a young family seeking protection against life’s unforeseen events, building a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, we can meet your needs
Clients
helped129Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentThe Private Office
CuckfieldIndependent, Chartered financial planning firm, as well as our normal face-to-face meeting we are offering online and telephone advice.
Clients
helped32525Minimum
wealth£100k+Pensions & retirement+45Initial consultation free FCA verified IndependentFlying Colours Advice
CuckfieldFlying 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
helped18900Minimum
wealth£150k+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.Canaccord Genuity Wealth Management (CGWM)
CuckfieldAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped670Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentM&G Wealth Advice
Haywards heathWe 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
helped509Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedThe Private Office
Burgess hillIndependent, Chartered financial planning firm, as well as our normal face-to-face meeting we are offering online and telephone advice.
Clients
helped32525Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
Hurstpierpoint and sayers commonAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped670Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentSaltus Partners LLP
Hurstpierpoint and sayers commonOur 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
helped677Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentDouglas Steers & Company
Burgess hillExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7501Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified Independent- Clients
helped< 10Minimum
wealth£100k+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.