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

I need advice on
Total assets
My postcode
First meeting is free

  • Montpellier Asset Management

    Charlton kings
    FCA verified
    A trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.
    112
    £250k+
    Can help with
    Pensions & retirement

  • Perennial Wealth

    Charlton kings
    FCA verified
    Truly independent financial advice tailored to your needs.
    107
    £250k+
    Can help with
    Pensions & retirement

  • Purple Fox Financial Planning

    Cheltenham
    FCA verified
    At Purple Fox Financial Planning, we’re not just about providing financial advice – we’re about crafting a roadmap for your financial future.
    11
    £50k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • Lee Wyllie At True Potential LLP

    Cheltenham
    FCA verified
    With True Potential Wealth Management, you will benefit from quality, bespoke financial advice that focuses on your personal goals and aspirations, helping you do more with your money. We have over 11,000 reviews on Trust Pilot rated as Excellent.
    Recently added
    £100k+
    Can help with
    Pensions & retirement

  • William Highbourne Wealth Management

    Cheltenham
    FCA verified
    We believe that the right approach to money is unique to you, enabling your life choices and ensuring wealth provides you with a life lived to the full. You may have decades of financial experience, or be new to asset management, we listen, we advise.
    353
    £100k+
    Can help with
    Pensions & retirement

  • Perennial Wealth

    Cheltenham
    FCA verified
    Truly independent financial advice tailored to your needs.
    107
    £250k+
    Can help with
    Pensions & retirement

  • The Private Office

    Cheltenham
    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.
    30296
    £100k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Cheltenham
    FCA verified
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    217
    £150k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Cheltenham
    FCA verified
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    217
    £150k+
    Can help with
    Pensions & retirement

  • Quilter Cheviot Financial Planning (North East & Midlands)

    Prestbury
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    275
    £250k+
    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.