Top 10 Independent (IFAs) & Restricted Financial Advisers in Cuckfield

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  • Carpenter Box Financial Advisers

    Cuckfield
    FCA verified
    Whether 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
    117
    £150k+
    Can help with
    Pensions & retirement

  • Resolve Financial Solutions

    Cuckfield
    FCA verified
    Our aim is simple, yet incredibly effective: helping you to gain your financial wellbeing. We want to help you reconnect with your finances whilst providing the best possible customer service and making clients feel proud that they are making a difference. We are here to demystify finances: no suits, no jargon, no corporate-speak, no hard sell, no hidden fees. As a client you should feel listened to, respected, understood and above all sleep well at night having the confidence that your money is in the right place.
    207
    £50k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    Cuckfield
    FCA verified
    Flying 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.
    18070
    £150k+
    Can help with
    Pensions & retirement
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  • Pembroke Financial Services Ltd

    Haywards heath
    FCA verified
    A service that's right From your initial no obligation discussion with your Planner we gather the information to establish where you would ‘fit best’ to ensure that you benefit from the service you receive in line with your personal circumstances.
    354
    £150k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    Haywards heath
    FCA verified
    Flying 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.
    18070
    £150k+
    Can help with
    Pensions & retirement

  • The Private Office

    Haywards heath
    FCA verified
    Independent, 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.
    30057
    £100k+
    Can help with
    Pensions & retirement

  • Foundation Financial Planning

    Haywards heath
    FCA verified
    Independent Financial Advisers. Investment, tax, trust and retirement options focus. Chartered Adviser, our business is tapped into investment markets. A truly local firm practicing in Haywards Heath for 25 years, serving local and London based clients.
    195
    £100k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Haywards heath
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6263
    £50k+
    Can help with
    Pensions & retirement

  • Servo Private Wealth

    Haywards heath
    FCA verified
    At Servo Private Wealth, we specialise in working with business owners and their families to protect, preserve, and grow their wealth over the long term.
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Wingate Financial Planning

    Haywards heath
    FCA verified
    We specialise in helping individuals and families with their retirement plans. We have won numerous awards (which can be seen on our website) for retirement, investment, trust and tax planning as well as, more recently, ethical investing.
    192
    £100k+
    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.