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

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  • Bluecoat Wealth Management Ltd

    Sompting
    FCA verified
    We believe that aligning values and wealth protects families for generations, which is why we help to create legacies that shape and leave a better world.
    222
    £150k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Lancing
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    326
    £250k+
    Can help with
    Pensions & retirement

  • My Pension Expert

    Lancing
    FCA verified
    We’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated, independent financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
    153
    £0+
    Can help with
    Pensions & retirement
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  • The Private Office

    Lancing
    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.
    30114
    £100k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    Worthing
    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.
    18087
    £150k+
    Can help with
    Pensions & retirement

  • Martin O'Brien - True Potential Wealth Management

    Worthing
    FCA verified
    My passion is to help my clients increase their wealth, exceed their financial goals and have happy and fulfilled retirements. This ethos has always been at the heart of my business. I have specialisms in Defined Benefit and At Retirement advice.
    99
    £150k+
    Can help with
    Pensions & retirement

  • EQ Investors

    Worthing
    FCA verified
    It is our philosophy to build trusted and long-lasting relationships with our clients. We seek excellence in all that we do, putting your interests ahead of all other considerations.
    175
    £100k+
    Can help with
    Pensions & retirement

  • Beals Wealth Management.

    Worthing
    FCA verified
    We are a Financial Services firm based in Hampshire, covering the South of England, celebrating 28 years in the industry. We offer a free, no-obligation initial consultation to discuss your financial needs; available by telephone, zoom, or face-to-face
    672
    £50k+
    Can help with
    Pensions & retirement

  • Peter Brackley - Pinnacle Financial Management Ltd

    Worthing
    FCA verified
    Pinnacle Financial Management Limited is a local company with a number of experienced Financial Advisers situated across Sussex, Surrey, Kent and Hamphire. They have over 31 years of combined experienced in the financial services industry.
    Recently added
    £50k+
    Can help with
    Pensions & retirement

  • Investment Solutions Wealth Management Ltd

    Worthing
    FCA verified
    We are a Chartered Firm of Independent Financial Planners. <url hidden>
    49
    £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.

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