Top 10 Independent (IFAs) & Restricted Financial Advisers in St Leonards And St Ives
Orbit Financial Planning
RingwoodI have been advising for over 20 years and I remain passionate about having meaningful and relevant discussions to better understand a client’s needs or objectives so that we can establish a financial plan together.
Clients
helped134Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified Independent- Clients
helped85Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified Independent Saltus Partners LLP
RingwoodOur 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
helped674Minimum
wealth£250k+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.Matthew Winchester -Pocock Rutherford & Co
RingwoodHi my name is Matthew , I’m a local financial adviser based in Bournemouth and I have been providing straight forward, easy to understand financial advice for over 25years. My initial consultation is free so please reach out to see if I can help you.
Clients
helped135Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentPFM Associates Limited
RingwoodChartered financial planning firm based in the South of England, who provide holistic financial planning and advice to individuals, households, trustees and businesses.
Clients
helped162Minimum
wealth£100k+Pensions & retirement+6Initial consultation free FCA verified IndependentTristan Borkowski - TAB Financial Planning
VerwoodTristan gives his clients the peace of mind needed and confidence in their financial future through the transitions of life by answering the important questions such as 'Will I be OK?' and 'Will my family be OK?'.
Clients
helped19Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified RestrictedAtkins Bland Limited
Ferndown townWe stand for independent thinking rather than following the crowd.
Clients
helped99Minimum
wealth£50k+Pensions & retirement+2Initial consultation free FCA verified IndependentKingston PTM Limited
Ferndown townSpecialists in integrated financial and tax planning for all clients but particularly for those approaching, at and in to, retirement
Clients
helped< 10Minimum
wealth£50k+Pensions & retirementGInitial consultation free FCA verified IndependentThe Private Office
Ferndown townIndependent, 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.
Clients
helped32472Minimum
wealth£100k+Pensions & retirement+45Initial consultation free FCA verified IndependentHumboldt Financial
VerwoodAs 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
helped1841Minimum
wealth£50k+Pensions & retirement+1Initial 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.