Find an Independent or Restricted Financial Adviser
Keith Whitehead - True Potential LLP
BansteadI have joined True Potential Wealth Management as an experienced Financial Planner, with a wealth of knowledge and expertise, particularly in the complex areas of investments and pensions, including Defined Benefit/Final Salary advice.
Clients
helped576Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified RestrictedJohn Carter at True Potential Wealth Management
SheffieldTrue Potential is a top UK advisory firm offering exceptional financial planning. Our extensive team delivers personalized, face-to-face service across the UK, including Scotland and Northern Ireland. FCA authorised and regulated.
Clients
helped58Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedHassam Shaukat - Shaukat Wealth Limited
LondonWe are proud to be a partner of M&G Wealth Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.
Clients
helped21Minimum
wealth£50k+Pensions & retirementHInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.PJ Collier Financial Services Ltd
TamworthPJ Collier Financial Services Limited are a family run independent financial advisers based in Leicestershire. We pride ourselves on caring deeply and personally about helping all of our clients in any way we can.
Clients
helped32Minimum
wealth£100k+Pensions & retirementGInitial consultation free FCA verified IndependentM&G Wealth Advice
BansteadWe 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
helped495Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedKeith Whitehead - True Potential LLP
SurbitonI have joined True Potential Wealth Management as an experienced Financial Planner, with a wealth of knowledge and expertise, particularly in the complex areas of investments and pensions, including Defined Benefit/Final Salary advice.
Clients
helped576Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified RestrictedTrue Potential Wealth Management - Colin Burgess & Russell Pearson
GlasgowTrue Potential Wealth Management as at 30/09/2024 have 553,000 exiting clients with £32.4 billion invested on the True Potential Platform. We offer a free Initial consultation over the phone or zoom to ascertain if moving to the advice stage is required.
Clients
helped39Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentHumboldt Financial
North shieldsAs a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped1845Minimum
wealth£50k+Pensions & retirement+1Initial consultation free FCA verified Independent- ClientsRecently added
helpedMinimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified Independent Anderson Sinclair & Co LLP
LeatherheadA family-run firm providing professional, personalised and independent advice since 1970. Contact us to discuss your Investment and Pensions.
Clients
helped< 10Minimum
wealth£50k+Pensions & retirementRGInitial 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.