Top 10 Independent (IFAs) & Restricted Financial Advisers in Rogate
Piccadilly Wealth Management
LissFriendly, expert, regulated advice over the telephone, video call or face to face.
Clients
helped193Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentDouglas Steers & Company
LissExpert 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 IndependentEighteen Wealth Planning Limited
LissChartered Financial Planner. Independent and impartial advice. Fees payable only when plans are implemented
Clients
helped67Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Evelyn Partners
Liss"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
ClientsRecently added
helpedMinimum
wealth£500k+Pensions & retirementHLMDC+6Initial consultation free FCA verified RestrictedCountry Wealth
PetersfieldLocal and experienced independent chartered financial planner. Working in partnership with the UK’s largest network of independent advisers.
Clients
helped203Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentEighteen Wealth Planning Limited
PetersfieldChartered Financial Planner. Independent and impartial advice. Fees payable only when plans are implemented
Clients
helped67Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentEvelyn Partners
Bramshott and liphook"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
ClientsRecently added
helpedMinimum
wealth£500k+Pensions & retirementHLMDC+6Initial consultation free FCA verified RestrictedEvelyn Partners
Petersfield"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
ClientsRecently added
helpedMinimum
wealth£500k+Pensions & retirementHLMDC+6Initial consultation free FCA verified RestrictedJack Wraithmell - Continuum (Financial Services) LLP
Bramshott and liphookAm focused on delivering clear financial solutions to all my clients to give you complete peace of mind and make your financial future real. Making financial decisions can be daunting, but we aim to make this process clearer and less complicated.
Clients
helped11Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentPrime Time Financial
PetersfieldLocal independent financial adviser specializing in pensions, investments and estate planning.
Clients
helped48Minimum
wealth£250k+Pensions & retirementInitial 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.